Finance & Accounting Outsourcing

While the typical accounting back office solution may be a solo consultant, LBMC W Squared is not typical. As part of your team, we provide sophisticated, affordable solutions customized to scale as your organization grows.

Why clients choose us

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“We closed an acquisition on December 1. By year-end, LBMC W Squared had fully integrated all of the acquired company’s records and accounting practices into our books. We closed December 31 with a completely integrated company and went through year-end audit on that basis. LBMC W Squared helped make everything very seamless.”
Pat Fox, CFO, tasti D lite
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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. I will never bring my finance and accounting in-house as long as LBMC W Squared’s service is available. In any future business endeavors, I will always outsource my finance and accounting department to LBMC W Squared.”
Earl Winter, Founder, RevPoint Healthcare Technologies
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“LBMC W Squared’s deep knowledge, talent and transactional experience of positioning public and private companies for growth is desirable in the Nashville market and nationally. Their Wall Street experience helps take LBMC W Squared to a higher level of financial sophistication.”
Luke Simons, Investor and Former Co-Head of J.C. Bradford & Co

Scalable Finance and Accounting Services

Managing finances for your business doesn’t have to be tedious or complicated. LBMC W Squared delivers transformational value through process excellence, integration, automation, benchmarking, and decision support. We provide the people, systems, analysis, and reporting to track your expenditures and income. Here are just a few of the ways we can improve the way you manage your company. Services include:

  • Month End Close and General Ledger Management (hard close with balance sheet reconciliations)
  • Accounts Payable and Accounts Receivable Processing
  • Cash Management (managing and investing)
  • Electronic Payments Capability
  • Multi-Entity Consolidation & Segment Reporting
  • Comprehensive Financial Statement Reporting (Operational Analysis, KPI’s, Board Package)
  • Tax & Audit Package Preparation & Assistance

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
  • Payments Platform
  • Expense Reporting Tools
  • Document Management & Workflow
  • Ipreo Equity Ownership Platform
  • Multi-Entity Management
  • Data Integrations
  • Advanced Reporting

Strategic and Financial Management

Our Strategic and Financial Management leadership team has built, managed, and turned around accounting departments across a wide spectrum of industries. We provide scalable solutions for companies of all sizes, and we work with our clients to develop and execute strategies that produce results. Let us take the stress of managing costs and income off your shoulders – so you can focus on your core business and making it grow.

CFO Level Expertise and Strategy

  • Comprehensive Financial Analysis (Budgeting, Forecasting, and Pro Forma Analysis)
  • Preparation & Process for Future Monetization Event (Recapitalization, Acquisition, or IPO)
  • Investor/Board Strategy & Communication
  • Relationship Management with Private Equity/Venture Capital Partners
  • Investor Pitch Development
  • Capital Funding Strategy

Executive Team

Link to Tammy Finance & Accounting Outsourcing

Tammy Wolcott

Chief Executive Officer

phone icon email icon Nashville
phone icon email icon Nashville

The LBMC W Squared Difference

  • Customized – Our outsourced services platform gives you the flexibility that you can’t hire on your own. We can provide you 125% of an AP Clerk, 50% of a Staff Accountant, 20% of a Controller and 10% of a CFO or whatever combination of expertise you need for any of our solutions.
  • Scalable – Our people, our processes, and our infrastructure are ready to scale with you.
  • Experienced – Our pool of knowledge is deep, filled with a wide diversity of industry experience including Healthcare Services, Wall Street, Big 4 CPAs, Investment Banks, SAAS, Technology, Real Estate, and Non-Profit organizations. We have former public and private CFOs and corporate controllers on staff with deep experience in mergers and acquisitions, equity and debt financing, integrations, and divestitures.
  • Diverse Industry Knowledge – Our team brings together a wide diversity of industry experience including Healthcare Services, Wall Street, Big 4 CPAs, Investment Banks, SAAS, Technology, Real Estate, Construction, and Non-Profit organizations.
  • Collaborative – We are partners, NOT outside consultants, and we work with you to achieve your goals.