Advisory & Business Services

Integrated expertise and hands-on support to help your business grow with confidence.

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Strategic CFO Services

Unlock financial clarity and forward-looking strategy without the overhead of a full-time CFO. Our Strategic CFO team delivers high-impact insights to support your business decisions. 

Services include: 

  • Fractional CFO services 
  • Financial planning & analysis (FP&A) 
  • Business analytics and performance metrics 
  • Cash flow forecasting and modeling 

Technical Accounting Services

When the stakes are high—public filings, M&A, litigation, or audit prep—our technical accounting team provides the clarity and structure you need to move forward with confidence. We bring deep expertise to complex financial situations, ensuring you stay compliant, informed, and prepared. 

Services include: 

  • Revenue recognition (ASC 606) 
  • Lease accounting (ASC 842) 
  • M&A financial impact analysis
  • SEC reporting support 
  • Accounting policy development and implementation 
  • Audit preparation and readiness 
  • Internal controls and process improvement 
  • Litigation support and financial documentation 

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Client Accounting Services

Our Client Accounting Services team delivers day-to-day financial operations with precision and care. Whether you need basic bookkeeping or full back-office support, we provide scalable solutions that keep your finances organized and compliant—without growing your internal team. 

Services include: 

  • Monthly accounting and reconciliations 
  • Bookkeeping and clean-up projects 
  • Financial statement preparation 
  • AP / AR management 
  • Accounting Staff Support 
  • Payroll processing and compliance 
  • Payroll tax filings and registrations 
  • Integration with platforms like ADP 
  • Budgeting and cash-flow analysis 

Sales Tax Services

Sales tax is complex—we make it manageable. Our advisors guide you through compliance, automation, and audit preparation across multiple jurisdictions. 

Services include: 

  • Nexus Studies 
  • Sales tax calculations, filings, and registrations 
  • Assistance with notices and audits 
  • Product taxability research 
  • Web store tax setup and consulting 

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ERP, Technology & Business Intelligence Solutions

Squire helps businesses implement, optimize, and extend ERP and financial systems to improve operations and scale confidently. Whether you’re just getting started or deep into automation, our team supports your technology landscape end-to-end—from selection and setup to reporting and integrations. 

We’re a proud partner of NetSuite, Microsoft Dynamics 365 Business Central, and Intuit QuickBooks, but we’re experienced in a wide range of tools and third-party platforms. 

Services include: 

  • ERP selection, implementation, and support (NetSuite, Business Central, QuickBooks & more) 
  • Process improvement and workflow automation 
  • System architecture, data migration, and environment setup 
  • Integration with third-party tools (e.g., payroll, inventory, eCommerce, CRM) 
  • ERP customization, coding, and configuration 
  • Business intelligence dashboards and reporting solutions 
  • Data visualization and performance metrics 
  • User training and ongoing system support 

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Cloud Finance Services

Gain visibility, control, and value from your cloud investments. We help you optimize cloud usage and minimize overspending. 

Services include: 

  • Cloud cost optimization and budget planning 
  • Expense tracking across cloud vendors 
  • Real-time financial reporting 
  • Workload migration planning 
  • Cloud ROI analysis 

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Wealth Management

Squire Wealth Advisors is uniquely positioned to serve business owners and retirees. We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.

Vist Squire Wealth

Meet our Experts

Experienced Leadership, Firmwide Expertise.

  • Nate Nugent

    Nate Nugent

    Partner

  • Marc Andrus

    Marc Andrus

    Partner

  • Andrew Nelson

    Andrew Nelson

    Partner

  • Megan Bronson

    Megan Bronson

    Partner

  • Reuben Cook

    Reuben Cook

    Chief Strategy Officer | Partner

  • Kevin Johnson

    Kevin Johnson

    Partner

  • Candus Tibbitts

    Candus Tibbitts

    Partner

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Why Choose Squire Advisory?

At Squire, our advisory services are more than a checklist—they’re a proactive partnership. Our advisors specialize across key areas of financial and business strategy, delivering tailored insights, expert guidance, and hands-on support to help you lead confidently. Whether your needs involve CFO strategy, sales tax, ERP systems, or technical accounting, we provide depth, clarity, and action. 

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Lets Connect

801.225.6900
info@squire.com

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