BOOKKEEPING • CONTROLLER SERVICES • FRACTIONAL CFO
Clean books. Clear picture.
Confident decisions.
G2 Financial Solutions gives small businesses and nonprofits the financial
expertise of a full accounting department — scaled to exactly what you
need, from monthly bookkeeping to a seat-at-the-table CFO.
Your books shouldn't be a puzzle or a weight to carry.
Whether you're a small business owner buried in receipts or you need audit-ready reporting, we bring order, accuracy, and insight to your finances so you can focus on your mission.
The ladies behind G2 Financial Solutions
Two founders, one commitment: keeping your books accurate and your financial picture clear. Big-company financial discipline, right-sized for your organization. G2 Financial Solutions was founded on a simple idea: small businesses and nonprofits deserve the same financial rigor, insight, and leadership that large companies take for granted — without the cost of a full-time accounting department.
Together, our founders bring more than 26 years of combined experience across corporate accounting, controller roles, fractional CFO leadership, and nonprofit financial governance.
Services
TIER 1
After-the-Fact Bookkeeping
Ongoing coding and a timely monthly close.
TIER 2
Managed Bookkeeping
Ongoing coding and a timely monthly close.
TIER 3
Controller-Level Services
Deeper oversight and compliance readiness.
TIER 4
Fractional CFO Services
Full-service strategic financial leadership.
Compare the tiers
Each tier includes everything from the tier(s) before it.
| WHAT'S INCLUDED | TIER 1 | TIER 2 | TIER 3 | TIER 4 |
|---|---|---|---|---|
| Monthly reconciliation & close (up to 4 accounts) | ✓ | ✓ | ✓ | ✓ |
| Financial statements (prior month) | ✓ | ✓ | ✓ | ✓ |
| Ongoing transaction coding (AP/AR) | – | ✓ | ✓ | ✓ |
| Set monthly turnaround (e.g., 10 business days) | – | ✓ | ✓ | ✓ |
| Responsive to client questions | – | ✓ | ✓ | ✓ |
| Account reconciliations (4+ accounts) | – | – | ✓ | ✓ |
| Class/location tracking | – | – | ✓ | ✓ |
| Budget-to-actual reporting | – | – | ✓ | ✓ |
| Audit & tax preparation support | – | – | ✓ | ✓ |
| Internal controls review & cash flow monitoring | – | – | ✓ | ✓ |
| Regular check-ins (monthly/biweekly) | – | – | ✓ | ✓ |
| Budgeting, forecasting & scenario planning | – | – | – | ✓ |
| Board & committee reporting/presentation | – | – | – | ✓ |
| Cash flow strategy & KPI development | – | – | – | ✓ |
| Active involvement in major financial decisions | – | – | – | ✓ |
Aggie Owned. Our co founder holds a Bachelor of Business Administration in Management from
Texas A&M University.
- Over 26 years of combined experience in accounting.
- 4 tiers of support that grows alongside you.
CONTACT
Feel free to get in touch using your preferred method.
Call, email, schedule a time, or fill out the form below.
