G Squared Partners

Your Finance Team in a Box

One partner, every finance need. From bookkeeping to board decks, we’ve got your back so you can focus on growing your business.

All-in-One Financial Support, Built to Support Fast-Scaling Businesses

Managing your company’s finances shouldn’t mean hiring an in-house team before you’re ready. With G-Squared Partners, you get end-to-end financial expertise—from day-to-day bookkeeping to high-level CFO strategy—all bundled into one flexible solution.

Our Finance Team in a Box gives you the tools, insights, and support you need to operate more efficiently, make smarter decisions, and prepare for growth. Whether you're just getting your books in order or need a seasoned CFO to give your investors confidence in your numbers, we’ll tailor our services to meet you where you are—and grow with you from there.

No hiring headaches or broken processes. Just a scalable, right-sized finance function that works like an extension of your team.

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Packages to Suit Every Need

Your business needs evolve—your finance support should too. Our tiered packages let you start with what you need now and scale up as you grow, without switching providers or overpaying for services you don’t use.

  SILVER GOLD PLATINUM
Initial Onboarding
Transactional Processing 
Bookkeeping Services 
Controllership Services   
CFO Services     

 

Need to build something more bespoke? We’d be happy to help you do just that––reach out to our team today to discuss your needs.

Tailored Financial Support, Built for Growth

Clarity. Control. Confidence. Our solutions are designed to give you the financial visibility and support you need to run your business smarter — whether you're focusing on profitability or planning your next big raise.

Initial Onboarding

Before we dive into your day-to-day finance operations, we start with a hands-on onboarding process to get your financial house in order. This foundational work ensures your books are accurate and your systems are set up to scale.

Here’s what’s included:

  • Redesign your chart of accounts in QuickBooks 
  • Cleanup and close your books
  • Develop a standardized monthly close process with detailed work papers
Gsq_onboarding

Transaction Processing

We take day-to-day financial tasks off your plate so you can focus on running your business. Our team handles the essential back-office functions that keep your finances organized and your operations flowing.

Trust us to handle tasks including:

  • Invoicing customers and supporting collections
  • Processing accounts payable and paying vendors
  • Managing payroll through your third-party provider
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Bookkeeping Services

Reliable financials start with clean books. Our bookkeeping services ensure your data is organized, up-to-date, and aligned with GAAP—so you can trust the numbers driving your decisions.

Our team can assist with:

  • Monthly close of the books
  • Preparation of monthly financial statements
  • Development of key financial metrics and dashboards
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Controllership Services

As your business grows, so too does the complexity of your finances. Our controller services provide the structure, oversight, and insight needed to ensure your financial operations are accurate, efficient, and ready to support scale.

You can expect:

  • Oversight of monthly financial reporting and close
  • Process improvement and workflow optimization
  • Enhanced financial analysis and management reporting
  • Audit and tax liaison and support
controllorship

Fractional CFO Services

When you’re ready to move beyond the numbers and start using finance as a growth driver, our CFO services bring the strategic leadership you need. From financial modeling to fundraising support, we help you navigate complex decisions and chart a clear path forward.

Services are driven by your needs but typically include:

  • Build and maintain a dynamic multi-year financial model
  • Lead budgeting and forecasting processes
  • Liaise with auditors and tax advisors
  • Maintain and manage your cap table
  • Support fundraising and credit facility sourcing
  • Develop board meeting materials and participate in meetings
  • Conduct ad-hoc financial analysis and scenario planning
  • Assist with bank financing
  • Assist with equity fundraising
  • Assist with M&A
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Flexible Pricing That Fits Your Needs

You shouldn’t have to guess what you’re paying for—or whether it’s worth it. Our pricing is customized to your business needs, so you get the right level of support without overpaying. Every proposal is built to deliver clear value, measurable results, and room to scale as you grow.

 
Want to learn more about how we create and scope our proposals? We explain it in-depth in this article: How We Create Proposals and Determine Pricing for Outsourced Accounting Work
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A Fully-Fledged Finance Team

At G-Squared Partners, we structure our teams to mirror a full in-house finance department — from associates and senior accountants to controllers and CFOs. Every engagement is supported by a layered team of experts, giving you the right mix of tactical execution and strategic oversight, without the burden of hiring and managing internally.

We invest heavily in developing our people. We promote from within, provide growth paths across every level, and foster a culture of learning and excellence. The result? A motivated, high-performing team that stays sharp, grows with your business, and delivers consistent, long-term value to every client we serve.

Managing Director

Equivalent Position: CFO

Managing Director

Seasoned finance leaders who drive growth, guide decisions, and speak the language of investors.

Director

Equivalent Position: VP of Finance/Controller

Director VP

Mid-level pros who bridge strategy and execution, keeping operations running smoothly.

Senior Associate

Equivalent Position: Accountant

Senior Associate

Seasoned finance leaders who drive growth, guide decisions, and speak the language of investors.

Associate

Equivalent Position: Bookkeeper

Associate Bookkeeper

Detail-oriented team members who handle the day-to-day — from bookkeeping to payroll and invoicing.

G-Squared: Partners You Can Trust

Their expertise knowledge is very high.
My level of trust with them is very high.

★★★★★

Barrett Ersek - Holganix, LLC

Great team of talented individuals who always hit their dates.

★★★★★

Sean Darras - Luxtech, LLC

Schedule a Free 30 Minute Strategy Session

What to Expect:

  A high-level financial assessment of your business.
  Guidance on key financial challenges like cash flow, profitability, or scaling.
  Insights on how our Finance Team in a Box Solution can help you reach your goals. 
 

Ready to learn how we can help your business? Schedule your consultation today!

FAQs

Looking for more information? These are some of the most common questions we hear from clients. If you don’t see the information you’re looking for, reach out to us to schedule a conversation.
What’s included in each package?
Each tier includes a different level of service, from basic bookkeeping and transactional processing to full controller oversight and strategic CFO guidance. You can view a detailed comparison above.
How do you determine which package is right for my business?
We start by understanding your current needs, business goals, and pain points. Then we recommend the package that provides the right level of support—and can scale as you grow.
Can I upgrade my package over time?
Yes: our services are built to grow with you. As your business evolves, we can seamlessly scale your support to include controller or CFO services.
What does the onboarding process look like?
Onboarding starts with a deep dive into your finances. We clean up your books, redesign your chart of accounts, and establish a consistent monthly close process so everything runs smoothly and you have a solid foundation to build from.
Who will I work with on your team?
You’ll be matched with a dedicated team that mirrors an in-house finance department, typically including an Associate, Senior Associate, Director, and Managing Director depending on your package.
What industries do you serve?
We work with a wide range of businesses, from early-stage startups to growth-stage companies. Many of our clients operate in the technology, manufacturing, and real estate industries. 
How does pricing work?
Every engagement is custom-priced based on the level of support you need. This article explains more about how we approach scoping and pricing engagements: How We Create Proposals and Determine Pricing for Outsourced Accounting Work
Can you work with my existing systems and software?
Yes. We’re experienced with QuickBooks, Bill.com, Gusto, and other common platforms. We can work within your existing tech stack or recommend improvements.
What makes G-Squared different from other outsourced finance providers?
We bring a full finance team, a strategic mindset, and a commitment to acting like a true extension of your business—not just a vendor. Our structure, people, and client-first approach set us apart.