Chris Morgan, CPA

Chief Executive Officer

Chris Morgan serves as Chief Executive Officer of LBMC W Squared, bringing nearly two decades of experience within the organization and a deep understanding of its clients, people, and operations. Since joining W Squared in 2006 as one of its first staff accountants, Chris has played an integral role in the company’s evolution and long-term success.

Throughout his tenure, Chris has advanced through a variety of leadership roles—including Controller, Client CFO, Implementation Specialist, and Sales/Account Manager—building a well-rounded perspective across all facets of the business. In 2017, he was instrumental in the successful merger with LBMC, helping to drive a seamless integration and establish a unified, scalable service model across the combined client base.

Prior to being named CEO, Chris served as Chief Operating Officer, where he oversaw day-to-day operations, client relationships, and team member development. In this role, he strengthened operational efficiency, enhanced the client experience, and reinforced the firm’s commitment to service excellence.

Chris has extensive experience partnering with clients across a wide range of industries, including healthcare, SaaS, information technology, and professional services. He has supported organizations at every stage of growth—from early-stage startups to companies navigating complex, multimillion-dollar transactions—by aligning the right people, processes, and systems to enable scalable, cost-effective success.

Originally from Australia, Chris came to the United States on a college tennis scholarship at Murray State University. He and his wife, Tara, now call the Nashville area home. When he is not growing the LBMC W Squared business, you can find Chris on trails of Nashville training for a Spartan race, or on the sidelines coaching his daughter, Chloe, in various sports.

Insights From Chris on Healthcare Accounting

Client Impact

Organizations rely on LBMC W Squared to deliver structure, accountability, and reliable financial oversight across complex environments.

      EXCELLENT  
   Based on 10 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   andy smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. W Squared has been a wonderful partner. I have been impressed with the entire W Squared team, including their professionalism, can-do-spirit and responsiveness. Recommend W Squared highly.
  
 
      Posted on Google  
   
   Rick Jacques 
 
 
 
 Trustindex verifies that the original source of the review is Google. We've worked with W2 for five years now, and they have been great. Very responsive, available, quickly familiar with our company, all in all great folks. Couldn't recommend them highly enough.
  
 
      Posted on Google  
   
   KJ Harden 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very professional and experts in their field. I am glad our company chose LBMC W Squared as our accounting partner!
  
 
      Posted on Google  
   
   David Manning 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have worked with LBMC W Squared for 3.5 years and have had a great experience with the entire team.  The professionalism and ability to help our organization as we have scaled has been immensely important to our success.  Without LBMC W Squared's support we wouldn't been able to achieve our goals nor grow as quickly as we have.  They have been able to troubleshoot and customize their process to meet our needs and the uniqueness of our industry.  Could not recommend them more.
  
 
      Posted on Google  
   
   Michael Farrell 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have engaged the W Squared team to provide outsourced accounting support for three separate companies.  I have found the team to be highly qualified, responsive and cost effective and wouldn't hesitate to recommend the LBMC team for outsourced accounting support.
  
 
      Posted on Google  
   
   Adam Salvador 
 
 
 
 Trustindex verifies that the original source of the review is Google. Professional, reliable, and knowledgeable. LBMC W Squared provided exceptional service, addressing all our financial needs with precision and clarity. Highly recommend!
  
 
      Posted on Google  
   
   Conrad Pendergast 
 
 
 
 Trustindex verifies that the original source of the review is Google. The LBMC/W2 team has helped our business improve our accounting and payables processes, setting us up with a foundation to grow. Jonathan, Sam, and Ashley have all been a pleasure to work with.
  
 
      Posted on Google  
   
   Irena Snider 
 
 
 
 Trustindex verifies that the original source of the review is Google. LBMC W Squared has been an incredible partner to work with as the company's outsourced accounting function.  LBMC implemented best in class processes and procedures, and implemented new systems and technology that have significantly improved timeliness and accuracy. They have customized the reporting based on the needs of the business and have been flexible to adapt when needs have changed.  The team is very knowledgeable and true professionals in every aspect, I highly recommend working with LBMC W Squared.
  
 
      Posted on Google  
   
   Paige Tabor 
 
 
 
 Trustindex verifies that the original source of the review is Google. LBMC W Squared is the team I trust for business accounting!  After a change in jobs, I actively sought out the opportunity to work with LBMC W Squared again.  They understand my business, they help me learn key elements of business management, and they are there for me when I need them most.  I'm so glad to be working with LBMC W Squared again!
  
 
      Posted on Google  
   
   Melissa Smithson 
 
 
 
 Trustindex verifies that the original source of the review is Google. W Squared has been a great partner with our distributor business in helping us with Microsoft CRM customization, reports, and help desk support, as well implementation of the Inventory component of Microsoft Great Plains!  Very customer focused and seem to be experts in each of these fields.  I would recommend W Squared to any business!

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