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Services

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What We Offer

At LBMC W Squared, we’re not your typical accounting firm – we’re financial architects who turn numbers into narratives and data into strategy. We combine cutting-edge technology, deep industry expertise, and a dash of creative problem-solving to help businesses not just survive, but truly thrive. Think of us as your financial dream team: part number ninja, part strategic wizard, and completely committed to your success. We don’t just crunch numbers; we decode financial mysteries, spot opportunities others miss, and help you build a roadmap to sustainable growth. Whether you’re a scrappy startup or an established enterprise, we bring the same level of passion, precision, and strategic insight. So if you’re looking for financial partners who are equal parts analytical and inspirational, who will challenge you, support you, and help you turn your boldest business vision into reality – you’ve found your team.

People

People

Our skilled professionals provide exceptional daily accounting and financial assistance, ensuring your business operates seamlessly.

Processes

Processes

We drive meaningful change by optimizing processes, enhancing integration, leveraging automation, utilizing benchmarking, and providing strategic decision-making support.

Systems

Systems

We deliver advanced integration of accounting systems, including Sage Intacct, QuickBooks, Bill.com, Maxio, Ramp, Divvy, and additional platforms, tailored to your needs.

Full Service Fractional Accounting Team

LBMC W Squared offers comprehensive accounting services on a part-time or “fractional” basis, offering all the expertise of an in-house accounting department without the cost of full-time employees.

This Solution Includes:

  • A customized team of accounting professionals (Controllers, CFOs, Staff Accountants)
  • Scalable support based on business needs
  • Access to senior-level financial expertise
  • Complete accounting function coverage
  • Regular onsite or virtual availability
  • Integration with existing staff and systems

Benefits Include:

  • Cost savings compared to full-time staff
  • Access to diverse accounting expertise
  • Flexibility to scale services up or down
  • Consistent coverage without staffing gaps
  • Professional oversight and best practices
  • No expenses for benefits, training, or turnover

This model is particularly valuable for growing businesses, startups, or organizations that need sophisticated financial expertise but don’t require full time accounting staff.

Services

Month End Close & General Ledger Management

Transform your financial close from a stressful scramble into a streamlined, systematic process. Our comprehensive month-end close services ensure accurate, timely, and audit ready financial statements every month.

Accounts Payable & Accounts Receivable Processing

We manage all payments owed to vendors, suppliers, and creditors – including invoice processing, payment scheduling, and disbursement. We handle the collection of payments owed to the business by customers and clients. This includes invoicing, payment tracking, following up on overdue accounts, and reconciling payments received.

Multi-Entity Consolidation & Segment Reporting

This service is particularly valuable for organizations with multiple subsidiaries, international operations, or diverse business lines that need to maintain both separate and consolidated financial views.

Comprehensive Financial Statement Reporting

These comprehensive reports help stakeholders make informed decisions by providing clear visibility into the organization’s financial health, performance trends, and position relative to goals and industry benchmarks.

Cash Management

Through strategic cash management, organizations can better control their financial resources, reduce borrowing costs, and ensure funds are available when needed while earning returns on excess cash.

Tax & Audit Package

Our comprehensive financial service that combines thorough tax preparation and independent audit support to ensure regulatory compliance, financial accuracy, and strategic tax optimization.

CFO Level Services

Designed for mid-market companies, growing organizations, and businesses requiring sophisticated financial leadership without a permanent executive hire, CFO Level Services deliver strategic financial insights and guidance to drive sustainable growth and performance.

Controller Services

We provide comprehensive financial leadership and oversight, serving as the primary guardian of an organization’s financial operations, reporting, and internal controls.

Our Process

Implementation

01

Discovery | Due Diligence

02

Accounting Systems Build & Implementation

03

Historical Data Conversion

04

Load Budget

05

Reporting Build & Implementation

06

Administrative Applications & Infrastructure for Account Requirements

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