Outsourced Accounting and Finance

我们明白,增长和变化会给企业的会计和财务团队带来挑战. That’s why we provide expert support to both start-up and mature companies, 帮助他们实施或升级会计系统,并处理收购等触发事件. With our timely and accurate management information and financial reporting, 企业可以顺利运行,而不需要额外的全职会计人员. Private equity funds also benefit from our back-office support, including outsourced CFO services and direct portfolio company support.

基金管理公司在直接招聘和外包之间面临两难选择,以满足其运营需求. However, with budgetary constraints making it difficult to build out a full back-office team, 许多人选择我们是因为我们拥有更广泛的经验和承担多重职责的能力. Our solutions are scalable, efficient, and value-driven, providing our clients with the support they need to achieve their goals.

NEWS ALERT! LBMC W Squared Announces Executive Leadership Team, Names New CEO

转型与LBMC外包会计关联公司的增长和不断增长的客户需求保持一致

LBMC W Squared, LLC, 是外包会计行业的全国领导者,也是顶级商业咨询和咨询公司LBMC的附属公司, is pleased to announce its new leadership team with Chris Morgan as CEO, Michael Smith as Senior Vice President, Accounting Systems and Implementations, and Mandy Kennedy as Vice President, Operations. LBMC W Squared创始人Tammy Wolcott将继续担任公司的顾问, as well as continuing in the CEO role for LBMC Procurement Solutions.

Read the full press release.

 

Scalable Finance and Accounting Services

Managing finances can be a daunting task for businesses of any size. 这就是为什么我们提供可扩展的财务和会计服务,通过卓越的流程提供转型价值, integration, automation, benchmarking, and decision support. Our team provides the people, systems, analysis, and reporting necessary to efficiently track your expenditures and income, freeing up your time to focus on growing your business.

通过明升体育app下载服务,您可以体验到管理公司方式的重大改进. We offer a range of services, including:

  • Month End Close and General Ledger Management
  • Accounts Payable and Accounts Receivable Processing
  • Cash Management
  • Multi-Entity Consolidation & Segment Reporting
  • Comprehensive Financial Statement Reporting (Operational Analysis, KPI’s, Board Package)
  • Tax & Audit Package Preparation & Assistance

明升体育app下载解决方案设计为可扩展的,确保它们可以与您的业务一起发展. By partnering with us, you’ll have access to expert support that can help you make informed financial decisions, streamline your processes, and ultimately increase your bottom line. So why waste time managing your finances alone? Let LBMC W Squared help you transform your financial management today.

Accounting System Software

Your LBMC W Squared accounting team is always “virtually down the hall” and an email away. Some of our core competencies include:

  • Intacct / MS Dynamics Great Plains – Enterprise-level software solution
  • Maxio
  • Bill.com Payments Platform
  • Expense Reporting Tools
  • Document Management & Workflow
  • Ipreo Equity Ownership Platform
  • Multi-Entity Management
  • Data Integrations
  • Advanced Reporting

Strategic and Financial Management

Effective strategic and financial management is crucial for the success of any business. 它不仅涉及管理会计部门,还涉及做出符合公司目标和长期目标的合理财务决策. Our leadership team has a wealth of experience in navigating complex financial landscapes, identifying potential risks and opportunities, and developing strategies to maximize profits and minimize costs.

LBMC W Squared knows that every business is unique, and we provide tailored solutions to meet each client’s specific needs. Whether you are a small start-up or a large corporation, we offer scalable solutions that can help you achieve sustainable growth. Our team works closely with clients to understand their business operations and challenges, enabling us to provide personalized recommendations and effective solutions.

We take pride in our ability to provide stress-free financial management services, allowing our clients to focus on what they do best – running their core business. 我们有经验丰富的专业团队处理会计和财务管理, you can be confident that your company’s financials are in good hands. 立即明升体育app下载,了解我们如何帮助您的企业实现其战略和财务目标.

CFO Level Expertise and Strategy

  • Comprehensive Financial Analysis (Budgeting, Forecasting, and Pro Forma Analysis)
  • Preparation & Process for Future Monetization Event (Recapitalization or Acquisition)
  • Investor/Board Strategy & Communication
  • Relationship Management with Private Equity/Venture Capital Partners
  • Provide tactical and strategic advisory services for financial and business operations

Why clients choose us

Testimonial Icon
We closed an acquisition on December 1. By year-end, LBMC W Squared已将被收购公司的所有记录和会计实践完全整合到明升体育app下载账簿中. 12月31日,我们与一家完全整合的公司完成了交易,并在此基础上进行了年终审计. LBMC W Squared helped make everything very seamless.
Chief Financial Officer at a retail company
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As a former divisional controller of a Fortune 50 company, LBMC W Squared’s model is the best finance and accounting outsource that I have found. The level of service LBMC W Squared provides is incredible. 只要LBMC W Squared的服务是可用的,我就永远不会把我的财务和会计带到内部. In any future business endeavors, I will always outsource my finance and accounting department to LBMC W Squared.
Founder at a healthcare technology company
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LBMC W Squared’s deep knowledge, 在纳什维尔市场和全国范围内为上市和私营公司的发展定位的人才和交易经验是可取的. 他们在华尔街的经验帮助LBMC W Squared达到了更高的金融成熟度.
Investor and Former Co-Head of investment banking and brokerage firm
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Row Associates was founded in early 2020. LBMC W Squared最初与Row Associates合作,提供了一个小团队和系统,使我们能够专注于为客户服务和管理运营,而无需在一开始就建立金融基础设施的额外压力. They utilized technology, integrations and automation to work smarter, not harder, 事实证明,基于云的系统和虚拟会计团队可以与内部团队一样好,甚至更好. And most importantly, 他们为我们提供了合适的人才和专业知识来满足明升体育app下载需求,并能够与我们一起成长和扩大规模.
Senior Managing Partner at an advisory firm

Are you a SaaS company looking to improve your financial management?

LBMC W Squared Partners with Maxio

We are proud to announce our partnership with financial operations platform Maxio to further enhance our outsourced accounting solution for clients. Maxio’s software products enable SaaS companies to efficiently manage subscriptions, billing, payment processing and metric reporting. In addition, Maxio的软件解决方案提供了一个框架,允许公司随着公司的发展而轻松扩展.

View PDF Checklist: Are you struggling with any of these problems?

Demo of Maxio: Learn how we can help you.

Featured Clients


Case Study: Finance and Accounting Outsourcing

Situation
美国纳什维尔医疗保健投资银行的一位资深人士在新冠肺炎疫情开始影响美国各地的商业经济之际,决定创办一家高度专业化的战略咨询公司.S. Starting a new business as the country was shutting down was not ideal, but they still needed a complete back office. 他们在LBMC W Squared的外包财务和会计解决方案以及其他LBMC商业服务中找到了一个.

Approach
聘请LBMC W Squared作为客户的财务和会计部门,设计和建立基于云的会计, bill payment and expense reporting systems, develop policies and procedures and provide all accounting, procurement, accounts receivable and accounts payable functions. LBMC W Squared was able to stand up the new system, infrastructure and services in April and May, despite a national shut-down, by providing a virtual deployment.

Outcome
The client was able to open their office, bill their clients, pay their AP, and produce financial statements for operational and regulatory purposes. 在全球大流行期间,它们在不到6个月内达到了每月活动和财务关闭的稳定状态.  如果没有LBMC W Squared团队的专业知识和专业精神,这种快速部署和成功实现是不可能实现的.

Outsourcing Solution for Accounting and Finance Services

At LBMC W Squared, we value the power of partnership. 我们理解不同的公司有独特的需求,尤其是在他们成长和发展的过程中. 无论你是一家寻求快速解决方案的初创企业,还是一家正在应对增长挑战的老牌企业, 我们提供全面的解决方案,涵盖从战略和领导到简单交易的所有内容.

我们以敏感的态度对待每个项目,目标是无缝融入您组织的文化. We pride ourselves on building trust and delivering definitive outcomes, rather than just offering recommendations. Our collaborative and goal-oriented approach helps companies of all sizes and types, from start-ups to enterprise organizations, mobilize and energize.

我们经过验证的业务流程伙伴关系模型为我们带来了许多回头客,并在一系列行业中取得了良好的业绩记录, including healthcare services, professional services, technology, medical devices, and SAAS. Our success is a testament to the effectiveness of our approach, and we’re always striving to improve and achieve even greater results.

Our Values

  • Honesty and integrity guide our behavior and decisions.
  • Our commitment to quality and reliability is unyielding.
  • Our culture of teamwork generates trust and results.
  • We respect the dignity and worth of every individual.
  • We lead by doing the right things, in addition to doing things right.

LBMC W Squared’s Leadership

Link to Chris Finance & Accounting

Chris Morgan

CEO, W Squared

phone icon email icon Nashville
phone icon email icon Nashville
Link to Mandy Finance & Accounting

Mandy Kennedy

VP of Operations, W Squared

phone icon email icon Nashville
phone icon email icon Nashville
Link to Michael Finance & Accounting

Michael Smith

Senior Vice President, Accounting Systems and Implementations, W Squared

email icon Nashville
email icon Nashville

Contact Us

We’re happy to answer any questions you may have on what our experts can do for you. 请使用表格发送电子邮件给我们,明升体育app下载专业人员将及时回复您.

LBMC W Squared Office Location:
3 Maryland Farms, Suite 150
Brentwood, TN 37027

Phone: 615-377-4600

Office Hours: 8 a.m. – 5 p.m., Monday-Friday

Headquarters:
201 Franklin Road
Brentwood, TN 37027

Mailing Address:
P.O. Box 1869
Brentwood, TN 37024-1869

Chattanooga:
605 Chestnut Street, Suite 1100
Chattanooga, TN 37450
423-756-6585

Knoxville:
2095 Lakeside Centre Way, Suite 220
Knoxville, TN 37922
865-691-9000

This contact form is for service inquiries only. All vendors should email info@bradyallen.net.