Finance and Accounting

Real money demands real answers.

Whether you are anticipating or right in the middle of accelerated growth, your old way of just “doing the books” won’t get you far enough. Likewise, if your investors are no longer just friends and family, they probably need a more professional approach.

The typical accounting and back office solution is often a lone consultant or CPA firm, but W Squared has never been typical. We are operators and entrepreneurs who become a part of your team to provide enterprise-level solutions for your company’s entire life cycle. Not only do we work beside you every day, helping to maximize and multiply your revenue, but we also celebrate the success you achieve.

We become your partner, an integral part of your team, and work with you to achieve your goals.

Unlimited Flexibility

A reliable, knowledgeable, accurate accounting team is worth its weight in gold. Our outsourced accounting platform gives you 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. Our people, our processes, and our infrastructure are ready to scale with you.

Accounting Services

We provide transformational value through best practices, process excellence, integrations, automations, benchmarking, and decision support. Your dedicated outsourced W Squared Accounting services team will not only keep their eyes on your cash, but also understand and report risk and compliance positions that are impacted by business decisions. Services include:

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

Accounting Software You Can’t Outgrow

Technology allows your W Squared Accounting team to be “virtually” down the hall and an email away. We get the most out of our Microsoft Dynamics Great Plains platform, which is built to take a company to $1 billion in revenue. The software is free to every clienta $50,000 per year value. Also, because of our diverse industry background, are able to share best practices across our client base. Some of our core competencies include:

  • Microsoft Dynamics Great Plains – Enterprise-Level Solutions
  • Document Management & Workflow
  • IPREO Equity Ownership Platform
  • Electronic Document Delivery & Management
  • MICR Check Printing
  • Data Integrations
  • Multi-Entity Management

Strategic and Financial Management Services

Our Strategic and Financial Management leadership team has built, managed, and turned around accounting departments across a wide spectrum of industries. As successful business operators ourselves, we understand the big picture. We work with our clients to develop and execute strategies that produce results. Services include:

  • CFO-Level Expertise & Strategy
  • Comprehensive Financial Analysis (Budgeting, Forecasting, & Pro Forma)
  • Preparation & Process for Future Monetization Event
  • Investor/Board Strategy & Communication
  • Relationship Management with Private Equity/Venture Capital Partners
  • Investor Pitch Development
  • Capital Funding Strategy

Experience You Can Trust

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.

How can we help you meet your company’s financial needs? Here’s what we offer.

Why clients choose us

“We closed an acquisition on December 1. By year end, W Squared was able to fully integrate 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. W Squared helped make everything very seamless.”
Pat Fox, CFO, tasti D lite
“As a former divisional controller of a Fortune 50 company, W Squared’s model is the best finance and accounting outsource that I have found. The level of service W Squared provides is incredible. I will never bring my finance and accounting in-house as long as W Squared’s service is available. In any future business endeavours, I will always outsource my finance and accounting department to W Squared.”
Earl Winter, Founder, RevPoint Healthcare Technologies
“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 W Squared to a higher level of finance sophistication.”
Luke Simons, Investor and Former Co-Head of J.C. Bradford & Co.

Ready to start the conversation?

Get Started