Transforming Private Equity Investments with Quality Financial Services

Providing unparalleled financial and operational assistance to your portfolio companies.

Robust Financial Outsourcing Services for Private Equity-Backed Enterprises

The market is teeming with groundbreaking firms ripe for investment. Like many investment firms, you likely follow specific guidelines during the evaluation process.

Ensuring that each of your portfolio companies possesses a solid financial framework is essential for meeting your firm's regulatory, operational, financial, and tax obligations.

Young creative business people at office

Private equity firms rely on our expertise to provide clarity, robust reporting, and stringent financial oversight.

Our extensive background spans various sectors, such as technology, life sciences, diagnostics, manufacturing, distribution, and professional services.

We guide portfolio companies throughout the entire fund life cycle, empowering them to grasp the financial underpinnings of their operations and the ways in which their business fosters expansion.

G-SQUARED OFFERS OUTSOURCED FINANCIAL SERVICES THAT BENEFIT COMPANIES AND INVESTORS.

Outsourced Accounting

Outsourced accounting has become a strategic asset for private equity firms looking to streamline operations and enhance the financial performance of their portfolio companies.

At G-Squared, our outsourced accounting services offer a comprehensive solution that covers the full spectrum of accounting needs, from daily transactions to complex financial reporting.

By taking over the accounting function, we enable companies to focus on their core competencies, driving growth and innovation.

Our team of professional accountants brings technical expertise and strategic insight, ensuring that accounting practices align with the company's broader financial goals and its private equity backers.

Our approach to outsourced accounting is both meticulous and adaptive, designed to meet the unique needs of each portfolio company while adhering to the highest standards of accuracy and compliance. We leverage best practices to deliver efficient and effective accounting services, including reconciliation, payroll processing, and financial statement preparation.

With G-Squared as your partner, outsourced accounting becomes a catalyst for financial clarity, operational efficiency, and strategic growth.

Outsourced Bookkeeping

Maintaining accurate and up-to-date financial records is essential for private equity firms and their portfolio companies, but it is often cumbersome.

G-Squared's outsourced bookkeeping services offer a streamlined and scalable solution to this challenge. We handle all aspects of bookkeeping, from invoicing and payments to expense tracking and financial record maintenance, ensuring that your financial data is meticulously managed and readily accessible.

Our bookkeeping services are tailored to support the dynamic needs of fast-growing companies, providing the financial foundation necessary for strategic decision-making and investor reporting. By outsourcing bookkeeping to G-Squared, companies can alleviate the administrative burden of financial management, allowing them to concentrate on strategic initiatives and business development.

Beyond mere transaction recording, our bookkeeping services include comprehensive financial analysis and insights, helping management teams and private equity backers understand the financial story behind the numbers.

Our proactive approach to bookkeeping ensures that management teams are equipped with the financial intelligence to navigate market dynamics, capitalize on opportunities, and steer their companies toward long-term success.

Comprehensive Reporting & Filings That Are Always Audit-Ready

We understand that the foundation of any successful investment, especially in high-growth sectors, rests on the bedrock of solid, reliable financial reporting and compliance.

Our approach ensures that emerging growth companies are not just prepared for the present but are positioned to withstand the scrutiny of future audits. We achieve this by maintaining meticulous records, implementing robust accounting systems, and ensuring that all financial statements and filings are not only accurate but also transparent.

This preemptive strategy is designed to safeguard against the potential pitfalls that can derail an otherwise promising venture, providing our private equity clients with the assurance that their investments are audit-ready at any moment.

Our commitment to comprehensive reporting extends beyond mere compliance. We leverage cutting-edge financial software alongside our deep industry expertise to deliver insights that are both granular and overarching.

This dual focus ensures that our clients are always ahead of the curve, and equipped with the financial clarity needed to make strategic decisions swiftly and confidently.

Our reports are tailored to meet the specific needs of private equity firms, ensuring that every piece of data, from cash flow analyses to earnings projections, is readily available, meticulously organized, and clearly presented.

Strategic Management & Guidance

When it comes to private equity investments, you know that strategic management and proactive guidance are key to unlocking the full potential of portfolio companies.

We pride ourselves on our ability to analyze the current financial health of a company and forecast its future trajectory with a high degree of accuracy.

Our advisory services are built on a foundation of thorough understanding and genuine partnership. We align our strategies with the unique vision and goals of each company, ensuring that our guidance is not just strategic but also highly personalized and impactful.

Our role extends beyond traditional financial consultancy. We act as strategic partners, offering insights that anticipate market trends, identify growth opportunities, and mitigate risks.

Through a blend of analytical rigor and creative strategy, we help navigate the complexities of growth, driving sustainable financial success and long-term profitability.

Detailed Financials for All Board Decks

Preparing for board meetings demands more than just a summary of financials; it requires a comprehensive and insightful presentation of the company's financial health and strategic direction.

G-Squared specializes in crafting detailed financial reports for board decks that do just that. Our financial presentations are designed to inform, engage, and empower board members, providing them with the critical information needed to make informed decisions.

We understand the importance of clarity and precision, ensuring that each report highlights key financial metrics, trends, and forecasts that are pivotal to guiding the company’s strategic initiatives.

Our commitment to transparency and strategic insight characterizes our approach to financial reporting for board decks. We go beyond the numbers to provide a narrative that explains the company's financial story, outlining challenges, opportunities, and strategic recommendations. This holistic view not only informs board members but also instills confidence in the company's strategic direction, fostering a productive and forward-looking board discussion.

Financial Modeling and Forecasting

Financial modeling and forecasting are indispensable tools in the arsenal of services we offer to private equity firms.

These advanced analytical techniques allow us to simulate the financial future of portfolio companies, providing insights into potential returns, cash flow management, and investment risk assessments.

By employing a combination of historical data, industry benchmarks, and forward-looking projections, our models are designed to align investment strategies with growth objectives. This ensures that private equity clients can make informed decisions and clearly understand potential outcomes.

Our approach to financial modeling and forecasting is highly customized, taking into account the specific nuances of each investment within the private equity portfolio. Whether it’s evaluating the impact of market fluctuations, assessing the feasibility of strategic initiatives, or preparing for fundraising rounds, our financial models are comprehensive, dynamic, and tailored to meet the unique challenges and opportunities faced by our clients. This enables private equity firms to navigate the complexities of investment management with confidence, optimizing their strategies for maximum growth and profitability.

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

A "True Partner and Extension to Our Team"

★★★★★

G-Squared is more than the outsourced financial services they provide to our organization. They continually work with us to align our strategic vision with the goals of the organization via deep industry expertise; a strong understanding of where markets are trending; and multifaceted experience in diverse industries. On more than one occasion, their forward-leaning guidance, as market conditions evolve, has avoided the pitfalls that have befallen our competitors. Partnership and results-driven outcomes are the cornerstones of our track record together.

David Stefanich, Founder/CEO

Improve Your Portfolio's Financial Health with G-Squared Partners

Ready to transform the financial landscape of your private equity portfolio companies?

Work with G-Squared Partners and unlock a world of financial clarity, precision, and growth. Our expert team is dedicated to providing the outsourced financial services your portfolio needs to thrive in competitive markets.

Contact us today to learn how we can tailor our services to meet the unique needs of your portfolio companies and propel them toward sustainable growth.

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.