G Squared Partners is a Pennsylvania-based outsourced CFO and accounting firm that targets businesses in the $2 million to $25 million revenue range.
Founded to give growing companies access to senior-level financial talent without the cost of a full-time hire, the firm has built a track record across tech startups, SaaS companies, VC-backed firms, commercial real estate, nonprofits, life sciences, and manufacturing.
With 175+ active outsourced clients, $600 million in equity and debt financing raised on behalf of clients, and 50+ M&A transactions led, it has grown into a firm with a measurable footprint in the mid-market financial services space.
Key Takeaways
- G Squared Partners offers fractional CFO and full accounting services for companies with 10 to 150 employees, at a fraction of the cost of in-house hires.
- The firm earned a Net Promoter Score of 87 in its 2025 client survey, compared to an accounting industry average of 39.
- It has appeared on the Inc. 5000 list of fastest-growing private companies five times.
What G Squared Partners Actually Does
The firm positions itself as a "finance team in a box." That phrase is their own, and it captures the model well.
Instead of hiring a full-time CFO, controller, and accounting staff separately, a client gets a layered team that covers all of those functions under one engagement.
The team structure typically includes:
| Role | Function |
|---|---|
| CFO / Managing Director | Financial strategy, fundraising guidance, interim or part-time CFO |
| VP of Finance / Controller | GAAP compliance, accounting oversight |
| Senior Accountant | High-level monthly accounting |
| Staff Accountant | Day-to-day bookkeeping and transactional work |
Each client gets the right mix of that team based on what their business actually needs.
A startup preparing for a Series A will use the engagement differently than a manufacturing company trying to clean up its books before a sale.
Services Offered
G Squared Partners covers a broader range of services than a typical bookkeeping firm. Their current service lineup includes:
- Outsourced CFO Services: Part-time, interim, or project-based CFO support covering financial strategy, KPI development, board reporting, and fundraising.
- Accounting and Bookkeeping: Full-service accounting including monthly close, financial statements, payroll coordination, and accounts payable/receivable.
- Exit Planning Consulting: Financial preparation for business owners planning a sale, including valuation readiness, due diligence prep, and buyer-facing reporting.
- Profit Improvement and Turnaround Management: For businesses dealing with cash flow problems, margin compression, or operational inefficiency.
- Audit Preparation Services: Getting books and documentation in order before a financial audit.
- Accounting Department Diagnostic: A structured review of an existing accounting team or function to identify gaps, inefficiencies, or compliance issues.
- Finance Team in a Box: Their bundled model that provides a full finance function for companies that have no internal team yet.
The range here is notable. Many outsourced accounting firms stop at bookkeeping and basic reporting.
G Squared goes further by offering strategic services like exit planning and turnaround management, which are typically handled by boutique advisory firms or expensive consultants.
Who They Work With
The firm is not trying to serve everyone. Their sweet spot is clearly defined: companies between $2 million and $25 million in annual revenue, with 10 to 150 employees. Within that range, they focus on:
- VC-backed and PE-backed companies
- SaaS and tech startups
- Entrepreneurs and early-stage businesses
- Commercial real estate companies
- Nonprofits
- Life sciences and biotech firms
- Manufacturing businesses
The SaaS and tech focus is particularly developed.
G Squared has built out a SaaS Benchmark Tool on their website that lets companies compare their growth, margins, and efficiency metrics against a database of 500+ industry peers.
That kind of tool is more than a marketing gimmick; it signals that the firm has accumulated enough client data to generate meaningful benchmarks, and that their team understands SaaS-specific metrics like ARR, churn, and CAC in a way that generalist accountants often do not.
Pricing and Cost Structure
G Squared Partners does not publish pricing on their website, which is standard for firms at this level.
Engagements are custom-scoped depending on the size and complexity of the client's needs.
The firm's pitch to potential clients is cost efficiency relative to full-time hires: a CFO with relevant experience might cost $250,000 to $350,000 annually in salary and benefits, while a fractional engagement at G Squared covers that strategic function at a fraction of the expense.
Businesses interested in pricing would need to schedule a discovery call to get a quote.
Client Reviews and Reputation
The numbers G Squared publishes on client satisfaction are hard to ignore.
On ClearlyRated, an independent review platform for accounting firms, they carry a 4.9-star average from 50+ clients.
Their 2025 Net Promoter Score of 87 is particularly significant: the accounting industry average sits at 39, which means G Squared is scoring more than double the benchmark.
Nine out of ten clients say they would recommend the firm to a colleague.
Client testimonials on the website reinforce a consistent theme: clients describe the team as integrated and proactive rather than transactional.
Osage Venture Partners called them their "go-to firm for part-time CFO services" and noted G Squared's involvement in strategy sessions and securing financing.
Powerlytics reported using the firm as their CFO and accounting team for over four years, with a focus on outside investor relations and due diligence support.
DataKwip, a fast-growing SaaS company, said G Squared was the only firm they tried that actually integrated naturally with their team.
Awards and Recognition
G Squared Partners has appeared on the Inc. 5000 list of the fastest-growing private companies in the U.S. five times.
They have also received the Philadelphia Business Journal's Top Management Consultants designation, the Philadelphia Soaring 76 award, and the Philadelphia 100 Forum award.
The ClearlyRated "Best of Accounting" designation is a recurring recognition based on client satisfaction scores.
Geographic Reach
The firm is headquartered in Fort Washington, Pennsylvania, in the Philadelphia metro area.
That said, they operate nationally and work with clients across the country, from Silicon Valley to New York City.
Their model supports remote engagement, which allows them to serve clients regardless of location.
Potential Limitations
A few things are worth considering before engaging G Squared Partners.
Their defined revenue range of $2 million to $25 million means very early pre-revenue startups or large enterprise companies fall outside their stated focus.
Pricing transparency is limited without a discovery call, which adds a step to the evaluation process.
And while their client reviews are strong, 50+ reviews on ClearlyRated is a relatively small sample for a firm that has been in business for over a decade, even if the scores themselves are high.
Quick Reference Summary
| Category | Details |
|---|---|
| Location | Fort Washington, PA (nationwide service) |
| Target clients | $2M–$25M revenue, 10–150 employees |
| Key services | Fractional CFO, accounting, exit planning, turnaround management |
| Client rating | 4.9 stars (ClearlyRated, 50+ reviews) |
| Net Promoter Score | 87 (industry average: 39) |
| Inc. 5000 appearances | 5 times |
| M&A transactions led | 50+ |
| Financing raised for clients | $600M+ |
Conclusion
G Squared Partners is a credible option for mid-sized businesses that need strategic financial leadership without the overhead of a full-time executive team.
The combination of strong client satisfaction scores, a defined service range, and specific industry expertise in SaaS and tech makes them worth a serious look for companies in their target segment.