Your Finance Team in a Box
From Bookkeeping to CFO Strategy. 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. When you partner with G-Squared, you're getting a dedicated team that operates as your entire finance function, from day-to-day bookkeeping to high-level CFO strategy— all within one engagement.
You will have the tools, insights, and support needed to operate more efficiently, make smarter decisions, and prepare for growth.
No hiring headaches or broken processes. Just a scalable, right-sized finance function that works like an extension of your team.

Services – Ways We Support You
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.
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

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

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

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

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

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.
Learn how we create and scope our proposals: How We Create Proposals and Determine Pricing for Outsourced Accounting Work
Your Dedicated Team
We structure our teams to mirror a full in-house finance department. 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.
- Managing Director (CFO)
Drives growth and guides high-stakes decisions — fluent in the language of investors, lenders, and boards. - Director (VP of Finance / Controller)
Bridges strategy and execution, ensuring operations and reporting stay sharp today while preparing the business for what's ahead. - Senior Associate (Senior Accountant)
Updates budgets and forecasts, manages month-end, and financial reporting with precision. - Associate (Staff Accountant/Bookkeeper)
Handles the day-to-day, including bookkeeping, payroll, invoicing, reconciliations, and month-end closes with a sharp eye for detail.
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
Learn How We Can Help Your Business
Schedule a free 30-minute consultation and get:
A high-level financial assessment of your manufacturing business.
Guidance on key financial challenges like cash flow, profitability, or scaling.
Insights on how G-Squared can help you reach your goals.