Business Details
14 Years
experience
Trusted CFO & Accounting Services for Growing Businesses
G-Squared Partners is a strategic financial advisory firm specializing in outsourced CFO, accounting, and operational consulting services. With over 35 years of combined leadership experience, including Big Four accounting backgrounds and successful exits in tech and manufacturing sectors, we serve VC-backed firms, SaaS startups, and PE-backed companies. Our team delivers tailored financial infrastructure solutions, audit preparation, and exit planning expertise, emphasizing transparency, industry-specific insights, and client-centric service.Backed by 175+ outsourced clients and 50+ M&A transactions led, we focus on scalable financial strategies that align with evolving business needs while maintaining a culture of accountability and technical excellence.
Services
Outsourced CFO Services
Accounting & Bookkeeping
Exit Planning Consulting
Audit Preparation
Business Diagnostics
Financial Forecasting
M&A Advisory
Cash Flow Management
KPI Development
Funding Strategy
Details
- Year established: 2012
Highlights and features
- We offer 35+ years of combined experience in venture-backed and PE-backed financial leadership.
- Our team includes former Big Four accountants and executives with 50+ M&A transaction completions.
- We provide industry-specific solutions for SaaS, tech, manufacturing, and commercial real estate sectors.
- Our client-centric approach emphasizes transparency, scalability, and operational excellence.
- We maintain a 95% client retention rate through consistent delivery of actionable financial insights.
What people say
Exceptional financial expertise
Proactive strategic guidance
Deep industry knowledge
Reliable client support
Proven track record
Services
Outsourced CFO Services
Our outsourced CFO services provide strategic financial leadership for growing businesses. We deliver customized financial planning, capital raising assistance, and operational guidance tailored to companies at all maturity stages. With expertise in venture-backed and PE-backed environments, we help clients optimize financial performance, improve decision-making, and achieve long-term growth objectives through actionable insights and industry-specific expertise.
Accounting & Bookkeeping
We offer comprehensive accounting and bookkeeping solutions that ensure accurate financial reporting and regulatory compliance. Our services include GAAP financial statements preparation, month-end close support, and accounting process optimization. Designed for scaling businesses, our approach combines technical expertise with operational efficiency to maintain clean financial records that support strategic decision-making and investor reporting requirements.
Exit Planning Consulting
Our exit planning consulting helps business owners maximize value when selling their companies. We provide financial statement auditing preparation, synergy identification, and transaction advisory services. With experience in 50+ M&A transactions, we guide clients through the entire exit process, from pre-sale diagnostics to post-merger integration planning, ensuring alignment with buyer expectations and market trends.
Audit Preparation Services
We specialize in preparing businesses for financial audits through comprehensive documentation organization and process standardization. Our team ensures GAAP compliance, strengthens internal controls, and streamlines financial reporting systems. This service is particularly valuable for companies seeking investment or preparing for sale, as we help establish audit-ready financial frameworks that build investor confidence.
Business Diagnostics
Our diagnostic services evaluate financial operations to identify improvement opportunities. We analyze accounting processes, cash flow management, and key performance indicators to create actionable improvement plans. This service helps businesses enhance operational efficiency, strengthen financial controls, and establish metrics-driven decision-making frameworks that support sustainable growth and improved profitability.
People
Gene S. Godick
CEO
With 35+ years of financial leadership experience, including Big Four accounting and CEO roles, Gene founded G-Squared Partners in 2012. He specializes in venture-backed financial strategies and has completed 50+ M&A transactions, including leading the Verticalnet IPO and restructuring.
Jonathan Cohen
Managing Director
Bringing 30+ years of executive finance experience, Jonathan has participated in 20+ M&A transactions across software, manufacturing, and distribution sectors. He provides strategic financial modeling and operational consulting, leveraging public company CFO experience and technical accounting expertise.
Keith Fisher
Managing Director
With 25+ years in public accounting and manufacturing finance leadership, Keith specializes in financial process optimization and ERP implementations. His expertise includes budgeting, forecasting, and operational efficiency improvements for companies ranging from $20M to $1B in revenue.
Eileen Peters
Director of Administration
Eileen combines KPMG audit experience with startup leadership background. She focuses on talent development and operational infrastructure, having helped scale a startup to $13M in revenue while serving as Director of Finance and Administration prior to joining G-Squared.
Ryan Carroll
Vice President
Ryan brings extensive business development experience from Big 4 and Fortune 50 companies. He specializes in strategic sales initiatives and client relationship management, leveraging data analytics to drive business growth while maintaining deep ties to Philadelphia's business community.
Questions
What industries does G-Squared Partners specialize in?
We specialize in serving VC-backed firms, SaaS technology companies, commercial real estate businesses, manufacturing enterprises, and PE-backed organizations through all stages of growth.
How does G-Squared's outsourced CFO service work?
Our outsourced CFO service provides scalable financial leadership tailored to your business needs, including strategic planning, capital raising support, and operational guidance with flexible engagement models.
What makes G-Squared different from traditional accounting firms?
We combine Big Four accounting expertise with operational experience from CEO and executive roles, offering strategic financial partnership rather than just transactional accounting services.
Do you work with early-stage startups?
Yes, we support companies from early-stage through exit, helping with pitch deck development, funding strategy, and financial infrastructure building tailored to growth-stage needs.
How can I schedule a consultation?
Visit our website to complete the contact form or call us directly at 267-760-0108 to schedule a discovery call with our leadership team.
