G Squared Partners

Your Finance Partner Across the Portfolio — From Acquisition to Exit

Flexible, high-performance accounting and CFO support designed for private equity firms and their portfolio companies

Aligning Portfolio Financials With Investor Expectations

G-Squared Partners works with private equity firms and their portfolio companies to strengthen financial operations, enhance reporting accuracy, and ensure every entity is due diligence–ready. Most engagements begin at the portfolio level, where our team builds the structure and visibility needed to manage growth, track performance, and support value creation.

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4.9 Stars

Average Client Rating

On independent review site ClearlyRated, G-Squared Partners has a rating of 4.9 Stars with reviews from 50+ clients. 

87

Net Promoter Score

In our 2025 Client Survey, we achieved a NPS of 87: significantly higher than the accounting industry average of 39.

9 out of 10

Would Recommend G-Squared Partners

Nearly 9 out of 10 clients would recommend us to a friend or colleague.

Expertise That Spans Industries

G-Squared Partners brings deep experience across the industries that define middle-market private equity.

Our team has led accounting, FP&A, and CFO engagements in sectors where performance drivers and reporting requirements vary widely—helping each company deliver consistent, comparable financials investors can trust.

SaaS & Technology

Manufacturing

Life Sciences & Biotech

Commercial Real Estate

And Many More

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Finance Leadership Grounded in Real-World Experience

G-Squared Partners brings together a team of seasoned finance leaders with experience in public accounting, corporate finance, and private equity–backed environments. Our professionals have served as CFOs, controllers, and analysts inside the types of companies we now support—giving us a firsthand understanding of what investors expect.

That perspective allows us to step in quickly, establish credibility with management teams, and deliver the financial clarity and oversight that drive portfolio performance from acquisition through exit.

 

Finance Solutions That Drive Portfolio Performance

Outsourced Accounting & Bookkeeping

G-Squared Partners manages the daily accounting, bookkeeping, and reporting needs of portfolio companies with precision and consistency. Our team delivers accurate data, streamlined operations, and financial clarity that support better decisions and sustained growth.

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Fractional CFO Solutions

G-Squared Partners provides experienced CFO leadership tailored to the needs of private equity–backed companies. We deliver financial strategy, forecasting, and performance insight that strengthen reporting, guide decision-making, and help management teams drive value creation.

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Audit & Diligence Preparation

G-Squared Partners ensures portfolio companies are always ready for audits, acquisitions, or exits. We organize financial records, refine reporting, and address gaps in controls so investors, auditors, and buyers have confidence in the numbers from day one.

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Strategic Management & Guidance

We assess financial performance and forecast future results with precision, providing strategic insight grounded in partnership and deep business understanding. Our team anticipates trends, identifies growth opportunities, and mitigates risks to drive long-term financial success.

Board Reporting & Meeting Prep

Board meetings demand clear, insightful financial presentations. We deliver key metrics, trends, and forecasts supported by a compelling narrative that explains performance, highlights opportunities, and guides strategic discussion with confidence.

Financial Modeling & Forecasts

Our financial modeling and forecasting combines historical data, benchmarks, and forward-looking analysis to project performance, cash flow, and risk. Our customized models help evaluate scenarios and support strategic planning, enabling companies to navigate complexity and drive growth.

A "Go-To Firm for Outsourced CFO Services"

★★★★★

“G-Squared Partners is our go-to firm for part-time CFO services. They provide value beyond the classic CFO responsibilities, including participating in strategy sessions, obtaining financing, identifying KPIs and getting significant transactions completed.”

Osage Venture Partners

Super Capable and Great to Work With

★★★★★

"Gene and the team are super capable and great to work with. It has been an exceptional help to our business."

Matt Ranauro - Benefix

G-Squared Partners Understand the Needs of a Rapidly Growing Business

★★★★★

G-Squared Partners understands the needs of a rapidly growing business. Their ability to combine depth of experience with proactive guidance and execution of financial operations is second to none.

Cory Perdue - DataKwip

Always Responsive and Do Whatever It Takes

★★★★★

They take a true interest in the business, working as if it was their own business. Always responsive and they do whatever it takes to get the job done within the time frame that is needed.

Kevin Sheetz - Powerlytics

Ready to Strengthen Your Portfolio’s Financial Foundation?.?

Our team delivers the accuracy, visibility, and financial discipline private equity firms need to drive value creation. From outsourced accounting to CFO leadership, G-Squared Partners helps portfolio companies operate efficiently, report with confidence, and stay due diligence–ready.

Select a time on the calendar to meet with us to learn if it's a good fit. 

FAQs

Want to learn more about how our outsourced CFO and accounting solutions can support you and your portfolio companies? We’ve answered some of the most common questions we hear from prospective clients below. If you don’t see what you’re looking for, reach out anytime. We’re always happy to connect and learn more about your business.

 

Why do PE firms outsource accounting for their portfolio companies instead of building internal teams?
Portfolio companies often lack the resources to hire senior-level financial talent, especially during rapid growth phases. Outsourcing provides immediate access to experienced CFOs, controllers, and specialists without the time and cost of recruiting, onboarding, and retaining full-time staff. This approach also ensures continuity through management transitions and provides scalable expertise that matches the company's growth trajectory.
How quickly can you get a newly acquired portfolio company's financials audit-ready?
Our typical onboarding process takes several weeks, depending on the current state of the company's books. We begin with a comprehensive financial assessment, then clean up historical records and implement a standardized chart of accounts before establishing monthly close procedures. For companies requiring immediate audit preparation, we can accelerate this timeline while ensuring all work meets institutional audit standards.
Do you work directly with PE partners, or just portfolio company management?
We frequently serve as the financial liaison between portfolio companies and their PE sponsors, acting as an independent representative that provides regular updates on financial performance, addresses investor concerns, and supports strategic discussions. Our team participates in board meetings, prepares investor materials, and ensures alignment between management objectives and investor expectations. This dual relationship allows us to translate complex financial information for both operational management and investment professionals.
How do you handle the transition when a portfolio company gets sold?
We provide comprehensive transaction support throughout the entire exit process. This includes coordinating vendor due diligence and managing buyer interactions, preparing quality of earnings analyses, organizing data rooms and document management, developing management presentations with supporting financial models, and providing post-close transition services to ensure continuity with new ownership. Our goal is to position the company for maximum valuation while minimizing disruption to ongoing operations. We’ve led over 50 successful M&A transactions for our clients, and bring an experienced perspective to the table. 
What's your experience with sector-specific accounting requirements?
Having served hundreds of clients across practically every industry, our team has deep experience across PE-favored sectors. In technology and SaaS, we handle complex revenue recognition under ASC 606, subscription metrics, and recurring revenue analysis. For life science and biotech companies, we manage regulatory compliance, reimbursement accounting, and clinical trial costing. Our manufacturing expertise covers inventory valuation, cost accounting, and operational efficiency metrics.
Can you support multiple portfolio companies within the same fund?
Yes. We often serve as the preferred financial services provider for entire PE funds, creating efficiencies through standardized processes, consistent reporting formats, and shared best practices across the portfolio. Fund-level relationships also enable us to support cross-portfolio initiatives and provide benchmarking insights. This approach allows PE firms to maintain consistency while benefiting from economies of scale across their investments.
How do you help optimize working capital and cash flow for growing companies?
We implement sophisticated cash flow forecasting models that provide daily cash positioning and liquidity management capabilities. Our approach includes 13-week rolling forecasts with scenario planning, working capital optimization strategies for accounts receivable and inventory management, debt covenant monitoring and compliance reporting, and capital expenditure planning with approval processes. This comprehensive approach ensures companies maintain adequate liquidity while supporting aggressive growth targets.
What happens if a portfolio company needs additional financial expertise beyond accounting?
Our fractional CFO services provide strategic financial leadership including M&A transaction support and integration planning, debt and equity financing coordination, strategic planning and business model optimization, performance improvement and turnaround management, and system selection and implementation oversight. This scalable approach means companies can access senior-level expertise exactly when they need it without the commitment of full-time hires.
How do you ensure consistency across a PE firm's portfolio companies?
We establish standardized financial processes, reporting templates, and KPI frameworks that can be implemented across multiple portfolio companies while respecting their unique operational requirements. This includes setting consistent chart of accounts structures, standardized board reporting formats, unified performance metrics and benchmarking, and coordinated audit and tax preparation timing. The result is improved comparability and more efficient oversight across the entire portfolio.
What's your approach to supporting management teams who may be unfamiliar with PE reporting requirements?
We provide education and training to help management teams understand PE expectations. This includes establishing monthly financial reporting discipline and deadlines, developing KPIs and performance tracking systems, preparing board presentations and delivery coaching, and implementing investor communication protocols and documentation requirements. Our goal is to make the transition to PE ownership as smooth as possible while maintaining operational focus.
How do you price your services for PE portfolio companies?
Our pricing is customized based on company size, complexity, and service requirements. We offer transparent arrangements that scale with growth, eliminating surprises as companies expand. Services typically include monthly financial close, board reporting, investor communications, and strategic CFO support, with additional services like audit preparation and transaction support available as needed. This predictable cost structure helps PE firms budget effectively across their portfolio.