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Why LBMC W Squared?

Client Satisfaction FULL

Why Work With
LBMC W Squared?

At LBMC W Squared, we believe in creating partnerships that drive real, measurable results. Our approach goes beyond traditional outsourcing—we provide a seamless extension of your team, tailored to meet your business’s unique financial and accounting needs. Whether you’re a growing start-up or an established enterprise, we offer solutions that scale with your business, delivering expertise, efficiency, and value at every stage.

A Proven Track Record Across Industries

Our business process partnering model has been successfully implemented across a wide range of industries, including healthcare, technology, SaaS, professional services, and medical devices. This diversity reflects our adaptability and deep understanding of industry-specific challenges, enabling us to craft solutions that fit your business perfectly. Many of our clients return to us repeatedly, a testament to the trust we build and the results we deliver.

Comprehensive, Scalable Services

Managing finances effectively is critical to business success, but it shouldn’t slow you down. We provide scalable finance and accounting services designed to grow with you. From general ledger management to advanced reporting and strategic financial analysis, our services ensure that your financial operations are efficient, insightful, and aligned with your goals.

Our core offerings include:

  • Month-End Close and General Ledger Management
  • Multi-Entity Consolidation & Reporting
  • Comprehensive Financial Statement Reporting (KPIs, Board Packages)
  • Tax and Audit Preparation Assistance

With LBMC W Squared, you’ll gain access to the people, systems, and processes you need to streamline operations and drive informed decision-making.

Work with Us

Expertise You Can Trust

Our team is comprised of seasoned professionals, including CFO-level experts with deep experience in financial strategy and analysis. From preparing for monetization events to managing private equity relationships, we bring high-level expertise to businesses of all sizes.

We also specialize in implementing and optimizing leading accounting technologies such as:

This ensures that your financial infrastructure is as robust and efficient as the insights we provide.

A Partner That Grows With You

Growth often brings complexity, and that’s where we excel. Whether navigating acquisitions, scaling operations, or managing rapid expansion, we integrate seamlessly into your team to provide tailored support that evolves alongside your business. Our solutions are designed not only to solve today’s challenges but also to prepare you for the opportunities and obstacles of tomorrow.

Core Values That Drive Results

At LBMC W Squared, we are guided by values that ensure quality, trust, and partnership:

Integrity:
We act with honesty and fairness in every interaction.

Teamwork:
Collaboration is at the heart of our success.

Respect:
We value the unique contributions of every client and team member.

Excellence:
We’re committed to delivering reliable, high-quality results

The LBMC W Squared Difference

What sets us apart is our ability to combine strategic insight with hands-on execution. We don’t just provide recommendations; we roll up our sleeves and help you implement solutions that deliver tangible outcomes. Our goal is to empower your business to focus on what you do best while we take care of the rest.

Let’s Build Your Success Together

When you choose LBMC W Squared, you’re not just hiring a service provider—you’re gaining a trusted partner dedicated to your success. Contact us today to learn how our team can transform your financial and accounting operations, enabling your business to thrive.

Meet the Team

Chris MorganCEO
ChrisChris
Mandy KennedyVP, Operations
MandyMandy
Michael SmithVP of Finance & Systems
MichaelMichael
AshleyAshley
Ashley McDonaldDirector of Implementations
Daisy JohnsonController
DaisyDaisy
Jonathan OliverController
JonathanJonathan
Laura OrlandoController
LauraLaura
ReginaRegina
Regina NutterController
Rebecca2Rebecca1
Rebecca BartonController
Lauren FarleyDirector of Growth
LaurenLauren
Julie CriderMarketing Manager
JulieJulie
Kayla AlbrechtTalent Acquisition Specialist
KaylaKayla
JoelJoel
Joel RichardsManager of Systems & Implementations