G Squared Partners

Experienced Fractional CFO Services

Build a winning strategy and make better decisions with strategic financial leadership

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The team at G-Squared Partners has acted as Fractional CFOs to hundreds of companies across a wide range of industries. We know that small-to-mid-sized businesses, startups, and growth-stage companies face different challenges when navigating financial and accounting questions without the resources to employ a full-time CFO. 

That's where our Fractional CFO Services come into play. At G-Squared Partners, we provide the strategic financial guidance and expertise you need to drive your business forward, at a fraction of the cost of a full-time CFO.

Our team of seasoned Fractional CFOs brings a wealth of knowledge and experience tailored to meet your business's unique needs. Whether you're looking to refine financial strategies, enhance operational efficiency, or secure new funding, our services are designed to provide comprehensive support. 

With G-Squared Partners, you gain access to top-tier accounting and finance professionals who are committed to your success, offering flexible, scalable solutions that grow with your business. Let us help you unlock your company's full potential by leveraging our financial expertise, strategic insight, and operational guidance.

What is a Fractional CFO?

A Fractional CFO is a highly experienced financial executive who provides strategic financial consulting to businesses on a part-time or project basis. By aligning financial strategy with business goals, a Fractional CFO supports sustainable growth, improves profitability, and increases the overall value of the business.

The role of a Fractional CFO goes beyond traditional accounting and bookkeeping. They bring a strategic perspective, offering insights into financial planning, cash flow management, fundraising, budgeting, and financial forecasting. They help navigate complex financial events, such as mergers and acquisitions, exit strategies, and capital structure optimization. 

Employing a Fractional CFO offers the flexibility to scale financial oversight up or down based on the company's needs, making it a cost-effective solution for businesses seeking to leverage financial expertise to enhance decision-making, secure investment, or navigate periods of transition without the overhead of a full-time executive salary.

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What to Expect From Our Fractional CFO Services

At G-Squared Partners, our team provides a full suite of outsourced CFO services. Every engagement is customizable to the needs of your business. You’ll get everything you need, and nothing you don’t. Here’s what you can expect when you choose us for your Fractional CFO needs:

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Cash Flow Forecasting & Management

Cash Flow Forecasting & Management empowers your business with detailed insights into your cash flow, enabling strategic decision-making and financial stability. By analyzing your operational needs and financial trends, we provide actionable strategies to improve cash flow, ensuring you have the resources needed for growth and investment at your fingertips.

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New Debt Financing

New Debt Financing is designed to help your business secure the necessary capital to fuel growth and expansion through carefully structured debt solutions. We navigate the complexities of loan negotiations, leveraging our relationships with lenders to secure favorable terms that align with your financial strategy and business goals.

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Bank Packages

Bank Packages prepared by G-Squared Partners consist of meticulously prepared financial documentation and presentations, tailored to meet the specific requirements of banks and financial institutions. This service enhances your credibility and streamlines the process of securing loans or lines of credit, ensuring your business's financial needs are met with optimal terms and conditions.

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Due Diligence

Due Diligence offers a thorough examination and analysis of financial records and business operations to mitigate risks and ensure informed decision-making during mergers, acquisitions, or investments. We provide comprehensive insights and uncover potential issues, enabling you to proceed with confidence and strategic foresight in your business transactions.

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Obtaining 409 A Valuations

The team at G-Squared Partners is experienced at obtaining 409A Valuations and can deliver accurate and IRS-compliant valuation assessments for your company's stock options. This service is essential for startups and private companies looking to offer equity compensation to employees. We guide you through the valuation process, ensuring that your stock compensation plans meet regulatory requirements while optimizing your financial and tax strategies.

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Board Packages & Attendance

Board Packages & Attendance ensures that you have comprehensive, meticulously prepared financial reports and strategic insights for board meetings, enhancing decision-making and governance practices. By attending these meetings, we offer direct support and expert financial advice, facilitating informed discussions and strategic planning aligned with your company's goals and objectives.

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Equity Fundraising Support

Equity Fundraising Support provides strategic guidance and comprehensive preparation for businesses seeking to raise capital through equity financing. We assist in crafting compelling investment pitches, financial modeling, and navigating the complex landscape of investor negotiations, ensuring you secure funding under the best possible terms to fuel your company's growth and success.

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Process Analysis & Improvement

Process Analysis & Improvement systematically evaluates your business's operational and financial processes to identify efficiency gains and areas for enhancement. By implementing targeted improvements, we optimize workflows and financial management practices, driving productivity, reducing costs, and enhancing overall business performance.

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Budgeting and Forecasting

Budgeting and Forecasting equips your business with detailed, forward-looking financial models and budgets that align with your strategic goals. Through meticulous analysis and planning, we enable you to anticipate future financial scenarios, manage resources effectively, and make informed decisions to drive sustainable growth and profitability.

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Financial Statement Preparation

Our Financial Statement Preparation service ensures that your business's financial statements are accurate, comprehensive, and compliant with accounting standards. By meticulously compiling and reviewing your financial data, we provide clear insights into your financial performance, empowering you with the information needed to make strategic decisions and build investor confidence.

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Cap Table Maintenance

Cap Table Maintenance ensures the accurate and up-to-date management of your company's capitalization table, a crucial aspect of any equity-based financing or employee stock option plan. By meticulously tracking shares, valuations, and ownership percentages, we provide the clarity and precision needed for effective decision-making and investor relations, supporting your business's growth and equity management strategy.

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Metric/KPI Selection & Monitoring

Metric/KPI Selection & Monitoring empowers your business by identifying and tracking the most critical Key Performance Indicators (KPIs) that align with your strategic goals. This tailored approach ensures you have the insights and data needed to measure performance effectively, make informed decisions, and drive continuous improvement across all aspects of your organization.

What are the results of working with a Fractional CFO?

Outsourced CFOs bridge the gap between finance and management, giving your leaders unparalleled financial insights that help them allocate resources more effectively, make smarter decisions, and build for a better future.

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Reduce Costs

Access the experienced financial leadership a CFO brings at a fraction of the cost of hiring a full-time executive.

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Realize Efficiencies

Our services scale up or down with the needs of your business, leaving you free to focus on what you do best.

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Improve Processes

Build the financial infrastructure and processes required to handle sustained growth at scale.

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Proven Expertise

Our team brings a track record of success, with experience in every element of financial leadership.

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Gain Peace of Mind

What you need, when you need it. Outsourced CFOs provide the insights and assurance needed to lead.

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Confidence to Scale

Get guidance from experienced financial leaders who know how to navigate common growth challenges.

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

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A Partner with Nationwide Reach

G-Squared Partners is equipped to support your business's financial needs, wherever you're based.

From Silicon Valley to New York City, our outsourced financial experts are here to help. 

Other Services

At G-Squared Partners, we offer a fully integrated approach to managing your business’s financial needs. Explore our other service areas:

Outsourced Accounting & Bookkeeping

Enjoy the clarity of precise, timely accounting and bookkeeping with an outsourced finance team that scales with your business.

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Sale Readiness

Achieve a successful outcome with experienced sell-side advisors that have already led 50+ successful M&A transactions.

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Profit Improvement & Turnaround Management

Get back on track by designing a winning strategy that puts your business back on the path to profitability.

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Audit Preparation Services

Lay the groundwork for a successful internal or external audit with our team of professional accountants and controllers.

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Need CFO Expertise Without the Full-Time Cost?

Growing business but lack financial leadership?

Our fractional CFO services provide:

  • Strategic financial planning
  • Cash flow management
  • Growth funding strategies
  • Cost optimization
  • Financial reporting oversight

Get Started:

  1. Schedule a consultation
  2. Complete our business assessment form
  3. Review your customized CFO service plan


Schedule now for expert financial leadership, scaled to your needs.

Schedule a Consultation

FAQs

Got a question about our fractional CFO services that you didn't see answered on this page? Below, we've listed some of the most common questions we hear from clients, as well as our answers. If you still don't see what you're looking for, contact us now – we're happy to talk. 

 

What is a fractional CFO?
A fractional CFO is an experienced financial executive who provides high-level CFO services on a contract basis, helping businesses with financial strategy, cash flow management, and growth planning. They’ll often work as part of a wider team of outsourced finance professionals, providing experienced leadership to your business’s finances.  We dissect this question in more detail in this article: What is an Outsourced CFO? [And Why Do Businesses Use Them?]
What does a fractional CFO do?
Fractional CFOs can help with all kinds of tasks, but at G-Squared Partners, we tend to focus our efforts on the work that drives the biggest impact for businesses. That might be helping your business raise debt or equity financing, building cash flow forecasts, overseeing profit improvement efforts, or something else. 
How is a fractional CFO different from a full-time CFO?
A fractional CFO is an external vendor that works with your business on an as-needed basis, making it a more cost-effective option for companies that don’t need (or can’t afford) a full-time CFO. 
When should my company consider hiring a fractional CFO?

Businesses typically hire a fractional CFO when they need financial expertise but aren’t ready for a full-time CFO. This includes times of rapid growth, cash flow challenges, fundraising efforts, or preparing for an exit.

This isn’t the only use case, though. Many businesses hire fractional CFOs for special projects that demand a certain type of expertise, to plug short-term gaps in a team, and during periods of rapid growth or uncertainty. 

What services does a fractional CFO provide?
A fractional CFO helps with financial planning, cash flow forecasting, budgeting, KPI tracking, financial reporting, fundraising, M&A, and much more. Overall, you should look to your outsourced CFO to provide strategic guidance on the financial trajectory of your business.
How can a fractional CFO improve my company’s financial health?
A fractional CFO provides expert insights to optimize cash flow, improve profitability, create financial projections, and help with strategic decision-making. Their role is to give you more confidence with which to make the financial decisions that move your business forward. Our fractional CFOs will bring their experience of working with dozens of businesses across a variety of industries to help you tackle your biggest financial challenges and capitalize on opportunities. 
Can a fractional CFO help with fundraising?
Absolutely. At G-Squared Partners, our fractional CFOs have helped companies raise over $600 MM. We can support you by helping to prepare financial statements, creating investor pitch decks, and connecting you with investors, banks, or venture capital firms.
How do I choose the right fractional CFO for my business?
Look for industry experience, a track record of helping businesses at your stage, strong communication skills, and the ability to align with your long-term goals. Learn more about what to look for in this article: How to Hire a Fractional CFO
What are outsourced SaaS accounting services?

Outsourced SaaS accounting services refer to hiring external experts who specialize in managing the unique financial needs of SaaS businesses. These services can include bookkeeping, revenue recognition, cash flow management, financial reporting, calculating KPIs and more, tailored specifically to SaaS companies.

Can a fractional CFO work with my existing finance team?
They certainly can. Fractional CFOs often complement in-house accounting or finance teams by providing strategic oversight and high-level financial leadership. Often, our fractional CFO team will work with in-house CFOs to provide strategic guidance on certain topics.
Is a fractional CFO a long-term or short-term solution?
It depends on your business needs. Some companies hire a fractional CFO for a specific project (like fundraising, due diligence, or restructuring), while others maintain an ongoing relationship that might last for years.
Is a fractional CFO worth it?
We certainly believe so. Working with a fractional CFO gives your business access to the insights and leadership of a seasoned executive at a fraction of the cost of hiring a similar caliber of professional on a full-time basis. Plus, fractional CFOs bring an objective perspective, and a keen understanding of best practices in the market.
What industries does G-Squared Partners specialize in?
G-Squared Partners works with companies across all industries, but the majority of our clients are in the SaaS, technology, biotechnology, real estate, manufacturing, and nonprofit industries.
How quickly can G-Squared Partners provide a fractional CFO?
We can move as fast as you need us to. If you have an urgent issue you need support with, get in touch with us today so we can explore how we can help. 
How do I get started with G-Squared Partners?
Contact us for a free consultation to discuss your financial challenges and see if a fractional CFO is the right fit for your business.