Running a business can feel like a juggling act, right? You’re always trying to keep all the balls in the air, especially when it comes to your finances. It’s easy to get lost in the numbers or worry if you’re making the best decisions. That’s where G2 Business Solutions comes in. They help make sense of it all, giving you a clearer picture so you can focus on growing your company.
Key Takeaways
- G2 Business Solutions offers clear financial roadmaps and reporting to help you make better decisions for growth.
- Access fractional CFO services for strategic budgeting, cash flow management, and understanding your financial reports.
- Specialized bookkeeping for real estate businesses ensures property-level tracking and impresses lenders.
- Plan your finances and taxes proactively with G2 Business Solutions to optimize your business strategy.
- Gain credibility with clear financials and build a scalable business that can run without your constant involvement.
Why G2 Business Solutions Delivers Financial Clarity and Control
When cash is tight or growth is messy, guesswork gets expensive fast. G2 Business Solutions puts a simple system around your money so you always know what’s working, what’s wasted, and what to do next. You get numbers you can trust, so decisions feel straightforward.
Tailored Financial Roadmaps for Sustainable Growth
A one-size plan won’t work for your season of business. We map revenue, spending, hiring, and cash needs into a living plan you can actually run.
What your roadmap covers:
- Goals that tie to money (monthly revenue, gross margin, net cash) and clear owners
- A rolling 12–18 month forecast with best/base/worst cases
- A 13-week cash schedule that flags gaps early
- Pricing and cost assumptions with break-even math
- A quarterly action plan: what to start, stop, or fix
The result is a timeline, not a slide deck. You’ll know the next three moves and the guardrails that keep you out of trouble.
Transparent Reporting That Drives Confident Decisions
Reports should answer “What changed?” and “What now?” We close the books on a set cadence and ship a short, plain-English packet: financials, variance notes, and a one-page summary.
Sample scorecard targets:
| Metric | Target | Red Flag |
|---|---|---|
| Gross Margin | ≥ 40% | < 30% |
| Operating Expense % of Revenue | ≤ 25% | > 35% |
| Cash Runway | ≥ 6 months | < 3 months |
| AR Days Outstanding | ≤ 30 | > 45 |
You also get trend lines and a quick to-do list each month, so the team knows exactly where to act.
Collaboration With CPAs and Bookkeepers for Accuracy
Good decisions start with clean data. We work side by side with your bookkeeper and CPA, so the day-to-day entries match the tax view and the management view.
How we keep the numbers tight:
- Close calendar with clear owners and deadlines
- Standard chart of accounts and naming rules
- Cutoff policy for month-end (invoices, revenue, accruals)
- Bank, credit card, and loan tie-outs every month
- Documentation for adjustments and a tidy file system
- Quarterly touchpoint with your CPA to prep for tax season
This cuts rework, shortens close time, and keeps you audit-ready without the stress.
Fractional CFO Expertise From G2 Business Solutions
A fractional CFO plugs into your business, builds a simple plan for money in and money out, and holds the team to it. You get clear numbers that point to real actions, not guesswork.
Strategic Budgeting and Cash Flow Management
We set a rolling 13-week cash plan so you always know what you can spend, what to delay, and when to move. The budget is built from drivers (units, pricing, headcount, seasonality) and stress-tested against downside and growth cases.
- 13-week cash forecast with weekly cash huddles
- Driver-based budget (volume, rate, mix, payroll plan)
- Scenario rules: what to cut, pause, or greenlight when targets shift
- Tax and owner-pay set-asides baked into the plan
- Vendor terms playbook to stretch cash without burning relationships
Cash Forecast Snapshot (illustrative)
| Week | Inflows | Outflows | Net Change | End Balance |
|---|---|---|---|---|
| 1 | $120,000 | $95,000 | $25,000 | $245,000 |
| 2 | $80,000 | $110,000 | -$30,000 | $215,000 |
| 3 | $140,000 | $100,000 | $40,000 | $255,000 |
| 4 | $95,000 | $105,000 | -$10,000 | $245,000 |
What this tells you: who gets paid each Friday, when to schedule an equipment buy, and whether you need to push collections or trim ad spend.
Insightful Financial Report Interpretation
Your P&L and balance sheet should read like a plan, not a mystery. We turn monthly results into a one-page brief with what happened, why it happened, and what to do next.
- 5-day close target with a clean cutoff and accruals
- Variance thresholds (example: >2 pts gross margin swing triggers price review)
- Cash conversion focus: AR days, AP days, inventory turns, and tax accruals
- Owner pay, debt coverage, and runway (in weeks) called out in plain English
- Engagement scope and communication rules are covered in our service terms
Typical actions from the brief:
- Raise price on low-margin SKUs or bundle; 2) Renegotiate 2 vendors by quarter-end; 3) Pull hiring forward a month if pipeline coverage >3x; 4) Cut unused software seats.
Performance Metrics That Align Teams
We pick a handful of metrics that everyone can track and influence. No vanity dashboards—just the few numbers that move profit and cash.
- Finance: gross margin %, operating expense ratio, cash runway (weeks)
- Sales/RevOps: pipeline coverage (3x–4x target), win rate, CAC payback (months)
- Operations: on-time delivery %, cycle time, rework rate
- Working capital: AR days, AP days, inventory days; goal is a shorter cash cycle
Cadence that sticks:
- Weekly scorecard with red/yellow/green status; 2) Monthly review with root cause and fixes; 3) Quarterly reset of targets tied to the budget; 4) Leader assigned to each metric with a simple playbook for when it goes off-track.
Real Estate Bookkeeping by G2 Business Solutions
Real estate money gets messy fast. Rents, repairs, loans, deposits—mix it all together and you can’t tell which property is pulling its weight. Clean, property-level books turn a scattered portfolio into a predictable business. We set up the structure, keep it current, and hand you reports that actually help you decide what to do next.
Property-Level Tracking for Income and Expenses
Treat every property like its own mini-business. That’s how you spot leaks, price turns, and plan capital work without guesswork.
- Separate classes/locations per property with unit tags when needed
- Chart of accounts built for rentals: rent, vacancies, late fees, utilities, taxes, insurance, management fees
- Split repairs vs capital improvements with rules that stick (roof = capex, leaky faucet = repair)
- Security deposits tracked as liabilities, plus escrow/impound activity
- Monthly bank and credit card reconciliations tied to each property
- Make-ready costs, leasing fees, and marketing tracked to the unit/lease
| Property | Rent Collected | Operating Expenses | CapEx | NOI (Monthly) |
|---|---|---|---|---|
| Maple 8‑Plex | $12,400 | $5,150 | $1,800 | $7,250 |
| Riverside Duplex | $2,950 | $1,120 | $0 | $1,830 |
NOI excludes CapEx and loan payments.
Clean Books That Impress Lenders and Partners
When you need a yes from a bank or a partner, sloppy numbers kill deals. We package the facts in the way underwriters expect to see them.
- Trailing‑12 (T12) by property with clear categorization and variance notes
- Current rent roll with unit status, lease dates, deposits, and delinquency
- Bank rec report and general ledger tie‑outs (no unexplained balances)
- Capex schedule with descriptions, dates, and amounts that match invoices
- DSCR, NOI, occupancy, and collections shown in simple metrics
- Files named and dated the same way every month, delivered in PDF + Excel
Streamlined Systems for Scalable Portfolios
Growth shouldn’t break your books. A few simple systems keep things steady as door count increases.
- Standard chart of accounts and property codes before the first transaction
- Automated bank rules for recurring items (mortgage, utilities, management fees)
- Month‑end close checklist finished by day 10: rent roll tie‑out, recs, journals
- Document hub with folders by property > month (invoices, leases, photos)
- Integration mapping from your PM tool (AppFolio/Buildium/etc.) into the GL
- User permissions and approval paths so edits don’t overwrite history
- Quarterly review: budget vs actuals, expense audits, and price checks with vendors
If you’ve been trying to track everything in one checking account, you already know it’s chaos. Split it, tag it, and watch your decisions get a lot easier.
Proactive Financial and Tax Strategy Planning With G2 Business Solutions
You don’t grow by guessing. You grow by setting a target, testing a plan, and adjusting fast when the numbers say so. Tax planning isn’t a once-a-year chore; it’s how you run the business week to week.
Tax Optimization Embedded in Business Strategy
We weave tax into pricing, hiring, and timing of big moves so you’re not scrambling in April. That means you choose the right entity, structure owner pay sensibly, and time purchases and invoicing with purpose. We also review credits and elections that often get missed.
- Pick the right entity and revisit it as profits change (S corp vs. LLC taxed as S, C corp when it actually saves money)
- Map depreciation (including bonus or Section 179) to cash needs and lender covenants
- Use retirement plans (Solo 401(k), cash balance) to reduce taxable income while building owner wealth
- Track and document credits (R&D, energy, WOTC) with a simple evidence checklist
- Plan distributions and quarterly estimates to avoid penalties and surprise cash drains
We also sanity-check your plan against outside signals, including relevant strategy benchmarking research, so your targets aren’t set in a vacuum.
Price Modeling and Margin Protection
Prices that “feel right” usually miss hidden costs. We build a simple model for unit costs, overhead, discounting, and payment terms so you can see the margin before and after a sale—then protect it.
- Standardize cost builds (materials, labor, freight, packaging, platform fees)
- Set a discount policy with floors and pre-approved bundles
- Tie price changes to triggers: supplier moves, FX swings, or service-level upgrades
- Shorten the cash cycle with deposits, milestone billing, or 2/10 net-30 only when it pays
Quick scenario view:
| Scenario | Price | Unit Cost | Gross Margin | Breakeven Units |
|---|---|---|---|---|
| Base | $100 | $60 | 40% | 3,000 |
| 5% Discount | $95 | $60 | 36.8% | 3,429 |
| Cost Increase | $100 | $65 | 35% | 3,429 |
Assumes fixed costs: $120,000. Breakeven = fixed costs / (Price − Unit Cost).
Budget and Expense Management Discipline
A budget is just a guess until you put it on a schedule. We keep a short, repeatable loop so you spend with intent and course-correct early.
- Build a rolling 12-month plan and a 13-week cash view
- Close books by day 10 with a standard variance report
- Hold a monthly “what changed” review and assign clear owners
- Refresh the forecast monthly; lock next-month hiring/spend by a set date
- Cap owner draws to a safe percentage of trailing cash flow
Key signals we watch:
- Operating margin trend vs. plan
- Cash conversion cycle and AR aging buckets
- Payroll as a percent of revenue by team
- Vendor concentration and renewal dates
With this cadence, you’ll make moves based on facts, not hunches. And that’s when budgets start working for you, not against you.
From Clarity to Credibility to Cash Out on Your Terms
You want choices when it’s time to sell, refinance, or bring in a partner—not a fire drill. Clean, consistent numbers turn into real-world trust and better terms. The path is pretty simple: make the books presentable, build operations that don’t revolve around you, and get the business “buyer-ready” long before you need it.
Presentable Financials That Build Trust
Lenders and buyers judge by the first five minutes with your numbers. If they’re tidy and complete, the conversation moves forward. If not, everything slows down.
- Close the books monthly on an agreed schedule (no surprises in Q4).
- Use a clean chart of accounts with revenue, COGS, operating, and non-operating split.
- Track accruals, deferrals, and clear revenue recognition rules.
- Keep reconciliations tight: bank, credit cards, loans, merchant processors.
- Maintain a short “paper trail”: signed contracts, invoices, W-9s, cap table, leases.
- Run a simple variance review: MTD/QTD/YTD vs. budget and last year.
- Produce a one-page owner’s summary: cash runway, AR/AP aging, key KPIs, open risks.
Scalable Operations That Run Without You
Buyers pay a premium for a machine that hums without the founder. That means documented work, clear handoffs, and a tech stack that won’t collapse if someone takes a week off.
- SOPs for the full order-to-cash and procure-to-pay cycle, with owners and backups.
- A roles and decision matrix (who decides, who does, who reviews).
- Cash management playbook: targets for runway, reserves, and debt service.
- KPI dashboard tied to the P&L (sales cycle, churn, margins, cash conversion days).
- Automation where it’s safe: invoicing, collections reminders, expense controls.
- Use proven systems when speed matters; a ready made platform can help standardize processes without a long build.
Valuation Readiness for Exits or Capital Raises
Getting “buyer-ready” doesn’t mean you’re selling tomorrow. It means you can respond fast, avoid discounts, and push for better terms.
- Build a clean data room index: financials, bank statements, contracts, IP, HR, tax.
- Normalize EBITDA with clear add-backs (one-time costs, owner pay above market, non-cash).
- Prep a mini Quality of Earnings: revenue tests, margin trends, cohort or unit economics.
- Document customer concentration, churn, pipeline, and supplier stability.
- Map your working capital peg so the closing balance isn’t a surprise.
- Keep legal tidy: entity docs, board approvals, option grants, leases, insurance.
Sample valuation impact (illustrative):
| Scenario | EBITDA | Multiple | Enterprise Value |
|---|---|---|---|
| Base run-rate | $1,200,000 | 4.0x | $4,800,000 |
| With clear add-backs | $1,450,000 | 4.5x | $6,525,000 |
| Systems + low owner reliance | $1,450,000 | 5.5x | $7,975,000 |
The quiet win here is optionality. When your books are sharp, your team runs the playbook, and your files are ready, you can raise, refinance, or sell on your timeline—not someone else’s.
A Holistic Approach That Aligns Finance, Operations, and Growth
You want numbers that tie to what happens on the floor, in the field, and in the inbox. Not pretty dashboards that collect dust. When finance and operations speak the same language, growth stops feeling random.
Financial SOP Development That Sticks
Good SOPs are short, clear, and tied to cash. We write them with your team, test them in real work, and keep what actually helps.
- Map the flow of money: quote → invoice → cash received → payables → close. Name the owners at each handoff.
- Pick a single source of truth (ERP, GL, or property management system) and document how data enters and exits.
- Write the 80/20 version first: purpose, trigger, steps (5–9 max), owner, tool, output.
- Pressure-test with edge cases: refunds, partial payments, vendor credits, unit turns.
- Add simple controls: checklists, timestamped approvals, and a weekly 10-minute audit.
Organization of the Finance Function for Scale
Scale needs clear roles, a steady close rhythm, and controls that don’t slow the day.
| Process | Primary owner | Cadence |
|---|---|---|
| Billing & collections | AR lead | Weekly |
| Payables & approvals | AP lead | Weekly |
| Cash forecast (13-week) | Controller | Weekly |
| Month-end close (BvA) | Controller | Monthly |
- Separate duties: creator, approver, reconciler. No single person does all three.
- Decide what to insource vs. outsource (AP, payroll, tax) based on cost, risk, and speed.
- Automate the boring parts first: bank feeds, recurring invoices, expense rules.
- Set a close playbook: day-by-day checklist, who signs off, and the 3 reports that always ship.
Data-Driven Decisions Across the Business
The right metrics tie actions to cash, not just clicks to charts. Mix inside-the-business KPIs with outside signals like market growth forecasts so plans aren’t built in a bubble.
- Cash runway (months) = cash / average monthly net burn.
- Gross margin % and contribution margin per product, property, or channel.
- AR days and AP days to spot working capital squeeze early.
- Unit economics: CAC, payback period, and LTV by segment.
- Capacity and utilization for the teams that do the work (field, support, production).
- Variance calls: for any KPI that moves >10%, assign an owner, action, and due date.
In practice, this looks simple: one source of truth, one operating cadence, and one set of numbers everyone trusts. That’s how finance, operations, and growth move together.
Community, Courses, and Coaching From G2 Business Solutions
You don’t need another theory-heavy course that collects dust. You need simple tools, straight talk, and a group that keeps you honest. Real progress happens when learning meets action every week.
Elite Investor Finance Lessons at Your Pace
Learning sticks when you can pause, try it, and come back with questions. Our self-paced lessons focus on the stuff owners actually use: chart of accounts that make sense, clean month-end habits, cash flow that matches reality, and lender-ready reporting.
- Short videos, worksheets, and step-by-steps you can finish in one sitting
- Practice files for spreadsheets and accounting systems
- Templates you can copy, not just admire
Suggested tracks and time commitments:
| Track | Time per week | What you get |
|---|---|---|
| Starter | 1–2 hrs | First budget, cash flow view, month-end checklist |
| Operator | 2–3 hrs | Rolling forecast, simple dashboard, lender pack |
| Portfolio | 3–4 hrs | Multi-entity rollup, unit economics, report pack |
Group Coaching for Ongoing Accountability
We meet twice a month for live calls. Bring your numbers, your stuck points, and your team if you want. We’ll work through it on the call so you leave with next steps, not a to-do list that grows dust. The tone is practical and tough-love, which fits the grit you’ll hear in the G2 founder story.
- Hot-seat reviews of budgets, P&Ls, cash flow, and KPIs
- Live walk-throughs of fixes (chart cleanup, close process, forecasting)
- Clear action items you can finish before the next session
- Private community threads for quick questions between calls
Resource Library to Support Your Team
When you’re ready to move faster, your team needs plug-and-play tools. The library gives you the how-to and the files, so you don’t start from a blank screen.
- Chart of accounts for service, ecom, and real estate
- Month-end close checklist and close calendar
- Rolling 13-week cash flow model with example categories
- KPI dashboard templates for ops, sales, and finance
- Lender package checklist (income statements, balance sheet, trailing 12)
- SOP templates for billing, collections, and expense control
Grab a track, join a call, and hand your team the templates. Steady, simple moves—week after week—are what change the numbers.
Ready to Move Forward?
So, if you’re tired of guessing with your business finances and want a clearer picture of where your money is going, G2 Business Solutions can help. They offer a range of services, from detailed bookkeeping to strategic financial planning, all designed to make your business run smoother and hopefully make you more money. It’s about getting your numbers right so you can make better choices for your company’s future. Give them a call or check out their resources to see if they’re a good fit for what you need.
Frequently Asked Questions
What exactly does G2 Business Solutions do for my company?
G2 Business Solutions helps businesses get their money matters in order. We offer services like keeping your books clean, planning for taxes, and acting as your financial advisor (like a CFO) without you needing to hire a full-time one. Our goal is to help you make more money and spend less.
How can G2 Business Solutions help my real estate business?
For real estate, we’re really good at tracking all the money coming in and going out for each property. This makes it easy to see how each one is doing. Having neat and tidy financial records also helps when you need to borrow money or work with partners.
What is a ‘Fractional CFO’ and why would I need one?
Think of a Fractional CFO as a part-time financial expert. You get the smarts and guidance of a Chief Financial Officer, but you only pay for the hours you need. We help you plan your money, understand your financial reports, and set goals for your business to grow.
How does G2 help with financial planning and taxes?
We work with you to create smart plans for your money and taxes. This means we look at how your business makes money and how it spends it, finding ways to save you money on taxes and make sure your prices are set up to bring in the most profit.
What does ‘financial clarity’ mean for my business?
Financial clarity means you have a really clear picture of your business’s money situation. You know exactly where your money is going, how much you’re making, and what your financial health is. G2 provides reports and advice to make this understanding easy.
What kind of support or learning does G2 offer?
Besides our main services, G2 offers a community, online courses, and coaching. You can learn about business finance at your own speed, get support from others, and access a library of helpful information to boost your team’s skills.
