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Get the CFO-level expertise & strategy you need.

If you’re wearing multiple hats, serving in several different C-level positions just to keep your company moving, your relief is here. Our Client CFOs enable you to get back to what’s really important: growing your business.

Our Strategic Financial Management team at W Squared can take the stress of managing your business’s costs and income off of your shoulders. We have scalable solutions for companies of all sizes. Whether you are a start-up in need of financial guidance or a multi-organization conglomerate that has outgrown your current system, W Squared is here to assist you with your needs.

W Squared has the experience, strategy, and scalability you need to make your business grow.

Comprehensive Financial Analysis
Comprehensive Financial Analysis

You don’t just need to know your financial standing for today. Our comprehensive financial analysis gives you a glimpse into the future, with budgeting, forecasting, and pro forma analysis. You’ll always have a solid grasp on your growth—where you’ve been and where you’re going.

Preparation and Process for Future Monetization Event
Preparation & Process for Future Monetization Event

Always be ready for an exit opportunity. Whether it is a recapitalization, acquisition or IPO, our clients are better prepared for a future monetization event. Our enterprise-level software (MS Dynamics Great Plains) provides the detailed reporting and data to help your team with valuations and cap tables.

Investor Board Strategy and Communication
Investor/Board Strategy & Communication

Keeping your investors and board members happy and informed has never been easier. W Squared will help prepare accurate reports and communication so your leaders are always in the loop. We can also work with you to develop new strategies and implement ideas for immediate growth.

Relationship Management with Private Equity Venture Capital Partners
Relationship Management with Private Equity/Venture Capital Partners

We carry that communication away from the board room by providing information to outside investors. While you’re focused on the day-to-day operations of your business, we’ll handle your partners’ expectations.

Investor Pitch Development
Investor Pitch Development

Finding investors for your business isn’t easy, but you have experts on your side. We’ll bring our years of experience to the table so you can present the most comprehensive and successful pitch possible.

Capital Funding Strategy
Capital Funding Strategy

Obtaining capital funding is a complicated process, but necessary for a growing business to thrive. Our Finance and Accounting leadership team has participated in over $500 million of capital formation for our clients.

Learn more about our Finance and Accounting solutions.