Meet the Team Behind LBMC W Squared
You work with a coordinated accounting department, not a single hire. A 40+ person team delivering structured, reliable financial oversight for complex organizations.
A Unified Accounting Department
Founded in 2005 and merged with LBMC in 2017, our team supports organizations nationwide from Brentwood, Tennessee.
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We operate as a fully integrated outsourced accounting department built for healthcare organizations, SaaS companies, and multi-entity businesses managing increasing operational and reporting complexity.
Experienced Professionals Across Every Level
Our structure includes executive leadership, controllers, implementation specialists, accounting managers, and AP/AR professionals working together under one coordinated model.
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Our 39 accounting professionals support more than 1,000 organizations across the country.
Chris Morgan
CEO
Mandy Kennedy
VP, Operations
Michael Smith
VP of Finance & Systems
Ashley McDonald
Director of Implementations
Jonathan Oliver
Controller
Laura Orlando
Controller
Regina Nutter
Controller
Rebecca Barton
Controller
Savanna Willis
AP AR Manager
Julie Crider
Marketing Manager
Kayla Albrecht
Talent Acquisition Specialist
Jessica Rogers
Manager, Implementation and Systems
Mitzi Warren
Controller
Rachel Smith
Accounting Manager
Ginny Brown
Controller
Lora Willis
AP Coordinator
Ashley Carson
Assistant Controller
Samantha Kloss
AP Coordinator
Miranda Goit
Senior Accountant
Ashley Balsewicz
AP Coordinator
Colleen Foley
Assistant Controller
Morgan Fulcher
AP Coordinator
Eric Moore
Assistant Controller
Megan Johnson
Staff Accountant
August Bremer
AP Coordinator
Stephanie Wallace
Assistant Controller
Teresa Kuharsky
Controller
Jacob Frazier
Staff Accountant
Anamarie Temian
Assistant Controller
Kayla Manci
Senior Accountant
Tanner Werts
Staff Accountant
Hallie Scott
Senior Accountant
Maddie Earp
Senior Accountant
Built For Complexity
As organizations grow, accounting responsibilities become fragmented across internal hires, vendors, and disconnected oversight. We replace that fragmentation with one coordinated team responsible for the full accounting function, from daily execution through structured oversight.
How We Operate
Our work is built on three fundamentals: People, Processes, and Systems.
People
A coordinated team with defined roles and controller-level oversight.
Processes
Structured close cycles, documented workflows, and clear accountability.
Systems
Integrated platforms such as QuickBooks, Sage Intacct, Bill, and Ramp aligned to support control and visibility.
Together, these three elements create stability as your organization grows in complexity.
Work With a Team Built for Complex Organizations
When your accounting structure needs discipline, depth, and accountability, our team is ready to step in.