Our People

Area of Focus: QuickBooks, QuickBooks Online, NetSuite, Bookkeeping

Industry Specialties: Direct Selling

Profile:

• Joined Squire and Company in 2018
• Enjoys volleyball, hiking, traveling and all sporting events

Education and Certifications:

• B.A.; Northwest University

Area of Focus: Business Advisory; Sales, Use, and Excise Tax; 1099 and Vendor Management; State and Federal Backup Withholding; QuickBooks.

Industry Specialties: Construction, 1099, Sales Tax

Profile:

• Jennifer provides a variety of business advisory services in both outsourced accounting and taxes outside of business and personal income taxes.
• Jennifer is co-leader of Squire’s 1099 team and has served as the primary expert on 1099 filings since 2018. She also provides related services such as vendor management and state and federal backup withholding to assist with year-end 1099 filing requirements.
• Jennifer has experience with multi-state sales/use and payroll tax compliance. She assists Squire’s sales tax team with manual filings.
• Jennifer enjoys researching and providing others with the best solutions for them. She has taught classes hosted by Squire and the Home Builders Association (HBA).

Education and Certifications:

• Jennifer received her Bachelor’s of Science and Honors Program Degree from Westminster College in 2009. She presented her senior thesis on Sarbanes-Oxley compliance for information technology professionals in 2009.
• Jennifer received her Masters in Business Administration from University of Phoenix in 2011.
• Certified QuickBooks ProAdvisor in QBO, QuickBooks Desktop, and QuickBooks Desktop Enterprise

Affiliations:

• Jennifer serves as a board member and current treasurer of the Kiwanis Club of Orem.

About:

Jennifer Amos joined Squire in September 2017 after several years of accounting experience in the construction industry. Her construction experience included working for a subcontractor and one of the big four general contractors in Utah.

Jennifer’s practice focuses on outsourced accounting services. She enjoys being part of her client’s team and providing clients with valuable information about their company. Her experience with a variety of taxes makes it easy for Jennifer to assist clients with various tax notices and to ease the burden of compliance.

Although 1099s seemingly occur only once a year for most companies, Jennifer assists many clients with vendor management during the course of the year to ensure a smooth 1099 season in January. She provides consultation and TIN verification services throughout the year in addition to advising and assisting with backup withholding both at the state and federal level.

Jennifer enjoys teaching others what she knows about accounting. During 2019, she taught the QuickBooks portion of the Home Builders Association classes on accounting. She regularly teaches a year-end class on 1099s through Squire’s QuickBooks Unwrapped conferences in addition to providing content on Squire’s website. Jennifer does provide one-on-one training by appointment.

Jennifer currently serves the Kiwanis Club of Orem as a board member and current treasurer. She enjoys participating in events to assist children in the Orem area, especially the Reading Is Fundamental program. Jennifer enjoys reading, writing letters to family and friends, knitting, and enjoying the beautiful outdoors with her husband and two children.

Area of Focus: Quickbooks (Pro, Premire, Enterprise & Online), Controller Outsourcing, Business Advisory

Industry Specialties: Direct Selling, Software as a Service

Profile:

Marc joined Squire in October of 2013, with about 6 years of Controller level experience in the Direct Selling industry.  He serves as one of Squire’s outsourced CFO/Controllers, focusing primarily on helping companies in the Direct Selling space. He especially enjoys helping new startup businesses get their accounting departments structured and giving them the tools they need to succeed.

Marc graduated from Brigham Young University in 2002 with a degree in Business Management with an emphasis on Information Systems.  He also has bachelor’s degree in Accounting from Utah Valley University.  He is a certified Pro Advisor in both Quickbooks Desktop and Quickbooks Online.

Education and Certifications:

• BS in Accounting from Utah Valley University
• BS in Business Management/Information Systems from Brigham Young University

Area of Focus: Business Advisory, CFO/Controller outsourcing. 

Industry Specialties: Construction, Real Estate, & Manufacturing 

Profile:

• Nine years as controller of an Aerospace/Defense Manufacturer
• Five years as CFO of an Underground Utility Contractor
• Twelve years of public accounting experience
• Former treasurer of the Utah Valley Home Builders Association

Education and Certifications:

• Certified Public Accountant
• MBA, Brigham Young University
• B.S., Utah State University 

Affiliations:

• American Institute of Certified Public Accountants, member
• Utah Association of Certified Public Accountants, member

Area of Focus: Accounting Advisory, US GAAP, Financial Reporting

Profile: 

Mitch started his career as an external auditor in 2015 after graduating with a Masters of Accountancy degree from Brigham Young University, which included a certification in information systems.  He started with Squire in 2018 after three years of auditing and made the switch to Advisory to better utilize his information-systems background.  Mitch is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, as well as the Utah Association of CPAs.

Education and Certifications:

• B.S., Brigham Young University
• Masters of Accountancy, Professional Stem, Brigham Young University
• Information Systems Certification, Brigham Young University
• Certified Public Accountant

Affiliations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants

Area of Focus: General accounting; ERP system implementation and support; Data analytics and business intelligence.

Industry Specialties: Technology & Life Sciences

Profile:

• Kaden assists clients with accounting and systems-related issues.
• Kaden’s experience with ERP systems is primarily in NetSuite, with specialized experience in warehouse management, quality management, and analytics.

Education and Certifications:

• Kaden received his Bachelor of Science and Masters of Accountancy (Taxation) degrees from Brigham Young University in 2020, with a Minor in Information Systems and a certificate in Accounting Information Systems.
• Certifications in various accounting, data analytics, process automation, and data processing software programs including, but not limited to, QuickBooks, Domo, UI Path, and Alteryx.

About:
Kaden joined Squire’s Advisory practice in 2018. He enjoys learning new things, playing games, and spending time with his family.

Area of Focus: Advisory Services

Profile:

• Joined Squire & Company, PC in 2018 with Pinnock Robbins Posey & Richins
• Enjoys reading, quilting, and spending time with family and friends

Education and Certifications:

• B.S., Brigham Young University
• Certified Public Accountant

Affiliations:

• American Institute of Certified Public Accountants, member
• Utah Association of Certified Public Accounts, member

Area of Focus: Sales Tax Account Manager

Profile:

• Joined Squire & Company, PC in March 2020
• Interests include helping run her family’s cattle ranch, gardening, canning, decorating, and spending time with family and friends

Education and Certifications: 

• A.S., Southern Utah University

Area of Focus: NetSuite, Controller Outsourcing and CFO Support, Business Advisory

Industry Specialties: Direct Selling, Distribution and Manufacturing, Technology and Life Sciences

 Profile:

• Joined Squire & Company, PC in June 2017

Education and Certifications:

• BS in Accounting from Southern Utah University

Garrett joined Squire in June of 2017, with 4 years of Controller level experience in the Direct Selling and Manufacturing industry. He implements, customizes and supports NetSuite. He enjoys working with clients to understand their business needs and helping them implement new processes and technologies to help improve their business. Garrett enjoys showing clients how technology can help them become more efficient and productive.

Area of Focus: Sales tax Account Manager

Area of Focus: Advisory

Profile: 

• Joined Squire & Company in July of 2019, SLC UT
• Former Controller of Riley Blake Designs, Sandy UT
• Former Board Member of Alpine School District, Alpine UT
• Former Tax Senior with Deloitte, Costa Mesa CA
• Hobbies include reading, local politics, and enjoying the great outdoors

Education and Certifications:

• Certified Public Accountant, Utah
• Masters in Accounting, Utah Valley University
• Bachelors in Accounting, Brigham Young University

Affiliations:

• AICPA Member
• Community Associations Institute Member

Education and Certifications:

• Bachelor of Science in Accounting, University of Wyoming
• Master of Accounting, University of Utah

About:

Kaylee joined Squire in 2021 after receiving her Master of Accounting degree from the University of Utah. She enjoys spending time with family, watching movies, and hiking.

Area of Focus: 

Outsourced Controller Services for Private and Publicly Traded Companies, Audit and Review Preparation Assistance, Microsoft Dynamics 365 Business Central Implementation Specialist and Project Manager, Litigation Support, COVID-19 Response Team. 

Industry Specialties: 

Technology, Life Science, Manufacturing, Wholesale and Distribution industries. 

Profile: 

• Helps Client accounting teams with month close tasks, automation and financial analysis. 
• Aid Client accounting teams with audit and review preparation in order to be compliant with government regulatory requirements or debt covenants.  
• Analyzes client’s business process requirements and advises clients relating to the best ERP system for their business processes. 
• Implement Microsoft Dynamics 365 Business Central. 
• Lead and manage Microsoft Dynamics 365 Business Central implementation teams 
• Support attorney’s who may need accounting-based assistance as part of litigation. 

• Created resources for staff and clients relating to COVID-19 loan options. 
• Communicate, manage work and assist COVID-19 client work. 

Education and Certifications: 

• B.S., Dixie State University 

• MAcc., University of Utah 
• Other Certifications coming soon. 

Affiliations: 

• Utah Association of Certified Public Accountants 
• American Institute of Certified Public Accountants 

• MountainWest Capital Network, Member 

Area of Focus: Sales Tax Account Manager

Industry Specialties: Direct Selling

Profile:

• Employed with Squire & Company, PC since February 2018
• Interests include basketball, soccer, the beach, hiking and crocheting.

Education and Certifications:

• B.S., Brigham Young University

Area of Focus: Outsourced Controller/Accounting and Business Advisory

Industry Specialties: Direct Selling, Professional Services

Profile:

Samantha has been with Squire since January 2015 where she started as an intern and continued working in the advisory department while completing her Masters of Accountancy from Brigham Young University. She left Squire for a brief period in 2019 to work as a controller for a healthcare group, but returned back to Squire in early 2020.

During her time with Squire, Samantha has primarily focused on providing outsourced accounting and controller services to direct selling and professional service companies. She enjoys helping companies establish systematized accounting processes to make the accounting a help rather than pain point for companies. She has experience in both QuickBooks and NetSuite.

Education and Certifications:

• Masters of Accountancy, Brigham Young University
• Certified Public Accountant
• QuickBooks ProAdvisor, Desktop and Online

Area of Focus:  QuickBooks

 Profile:

• Joined Squire & Company in October 2015
• Enjoys getting to know a client’s business in order to deliver customized solutions

Education and Certifications:

• B.S. Accounting, Utah Valley University
• M.B.A. with an accounting emphasis, Utah Valley University

Amanda graduated Cum Laude with her BS in Accounting at Utah Valley University (UVU) and continued on at UVU to receive an MBA with an Accounting Emphasis.  While at UVU, she was Beta Alpha Psi President. Amanda co-wrote a paper that was published in the UACPA’s Journal Entry about increasing gender diversity in the accounting profession. Prior to joining Squire, Amanda worked at the Small Business Development Center, assisting business owners with business plans, financial analysis, market research, and business idea validation. Amanda currently works as a Professional in the Advisory Department at Squire & Company, PC.

Area of Focus: Advisory Paraprofessional

 Profile:

• Joined Squire & Company, PC in April 2018

Education and Certifications:

• B.S., Brigham Young University, April 2018
• MAcc, Brigham Young University, April 2018
• Minor Information Systems

Area of Focus:

QuickBooks, QuickBooks Online, Bookkeeping

Profile:

• Joined Squire & Company Advisory team May 2021
• Twenty-plus years as a bookkeeper both in the private workplace and in public accounting, working with a wide variety of businesses.
• Enjoys gardening, decorating, ATV trails, and spending time with family.

Andrew began working at squire in March of 2019 and previously worked for private businesses ranging from direct sales to Tech startups. With over 13 years of industry experience, he specializes in outsourced CFO & Controller services. He also specializes in identifying and implementing technology solutions for businesses. He has experience with SQL based platforms, Great Plains & Netsuite.

Education and Certifications: 

• B.S. Accounting, Utah Valley University
• MBA, Utah State University
• Certified Public Accountant
• Full Stack Developer Certification, University of Utah

Affiliations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants

Area of Focus: NetSuite, QuickBooks Online, Expensify, Business Advisory

Industry Specialties: Direct Selling, Nonprofit, Technology & Life Sciences

 Profile:

• Joined Squire & Company, PC in June 2017
• Serves as outsourced Controller for companies with $10MM+ in gross revenue
• Implements accounting systems and third-party applications for growing companies

Education and Certifications:

• B.S. in Accounting from Missouri Southern State University
• MAcc – University of Utah

Affiliations:

• Utah Association of Certified Public Accountants, member

Area of Focus: QuickBooks, QuickBooks Online

Profile:

• Joined Squire & Company, PC in January 2016

Education and Certifications:

• B.S., Brigham Young University
• MAcc, Brigham Young University
• Certified Public Accountant

Jamie started at Squire in 2015. She graduated with a Master of Accountancy Degree from Brigham Young University in 2016. Jamie works on advisory projects including designing and building custom reports, CRM implementation and support, QuickBooks trouble-shooting, and accounting/bookkeeping process management.

Area of Focus:  Microsoft Dynamics GP

Profile:

• Joined Squire & Company in January 2014
• Enjoys working with clients to help them understand how to use technology to be more productive and efficient
• Likes to customize systems to meet the individual needs of her clients

Education and Certifications:

• BYU-studied Computer Science
• B.S. Accounting, Utah Valley University, Valedictorian
• NetSuite Foundation Certification
• Microsoft Dynamics GP Financials Certification

Katrina started at Squire in January of 2014 and is a Supervisor in the Advisory practice area. She implements, customizes and supports Microsoft Dynamics GP and NetSuite. Katrina enjoys working with clients; especially showing them how technology can help them be more productive and efficient. She specializes in implementing and customizing the software to fit the client’s business processes and expectations. Her focus is manufacturing and inventory management.

Area of Focus: NetSuite

Industry Specialties: Software and Scripting Development

Profile: 

• Employed with Squire & Company, PC since April 2020
• Interests include software automation and website development

Education and Certifications: 

• B.S. from Brigham Young University

Area of Focus: Bookkeeping

Profile:

• Joined Squire and Company September 2018
• Enjoys watching soccer/basketball and spending time with family

Education and Certifications:

• S. – Accounting; University of Utah

Area of Focus: NetSuite

Industry Specialties: Training & Consulting

Profile:

• NetSuite – Advanced Saved Searches & Reporting
• Enjoy working with ERP systems and finding ways to automate processes

Education and Certifications:

• B. S. Finance – Brigham Young University

Area of Focus: Sales Tax Account Manager

Area of Focus: Advisory

Profile:

• Joined Squire & Company, PC in January 2017

Education and Certifications:

• B.S. in Accounting – Utah Valley University
• MAcc – University of Utah

Chase started at Squire & Company, PC in January 2017. He came to Squire after completing the MAcc program at the University of Utah in December 2016. While in the Master’s program, Chase worked as an Internal Controls intern at Savage Services Corporation. Before going to the MAcc program, Chase received his bachelor’s degree at Utah Valley University. As this is his first year in public accounting, he plans to receive his CPA and has been studying for the exam in his spare time.

Area of Focus: Sales tax Account Manager

Focus:

Business Advisory; Microsoft Business Central

Education and Certifications:

• B.S. in Business-Finance, Westminster College
• MAcc, Western Governor’s University
• Certified Public Accountant
• ProNet Leadership Academy graduate

Affililations:

• American Institute of Certified Public Accountants
• Utah Association of Certified Public Accountants
• Currently sits on the UACPA Emerging Professionals Committee as a Campus Ambassador

About:

Melanie joined Squire & Company, PC in 2021 after 12+ years working for private companies in a variety of finance and accounting roles, ranging from small companies to fast-growing start-ups to multi-billion dollar conglomerates. Melanie enjoys working with clients, has an extensive tax background, and employs a unique ability to view business operations from an ownership lens, having been a business owner herself.

Amberlyn joined the Squire & Company Advisory Team as Bookkeeper in March 2021. She has 4 years of banking experience with UCCU and 2 years of management experience. Amberlyn came to Squire & Company to further her knowledge in finances and to be more well-rounded in all departments of finance. Amberlyn plans to return to school to get her Bachelor’s degree in Accounting and become a CPA.

In Amberlyn’s free time she can be found enjoying the great outdoors. She enjoys anything that involves being up in the mountains with her fiancé – whether it be camping, hunting, fishing, shooting, or hiking. She always enjoys a good game of baseball, especially if it’s watching her brother play.  Something unique about Amberlyn is she has 15 dogs.

Area of Focus: Advisory, NetSuite

 Profile:

• Joined Squire & Company, PC in May 2018.

Education and Certifications:

• B.S. in Biology from Utah Valley University
• MAcc – University of Utah

Preston Graduated with a Master’s in Accounting and Information Systems from the University of Utah. He also has a bachelor’s degree in Biology from Utah Valley University. Preston assists with NetSuite implementation and support.

Area of Focus: Sales Tax

Profile:

Shara’s early work at Squire in tax, wealth management, and recruiting led her to become a valuable resource in developing an advisory Sales Tax practice. She works with a growing team of Sales Tax Account managers in their registration, filing and support responsibilities. Shara spends time advising clients with multi-state sales tax obligations and onboarding them to Squire’s sales tax services. Shara is married with three sons, plays the violin , and enjoys camping and biking in the beautiful outdoors of Utah.

Education and Certifications:

• BA in Humanities from Brigham Young University
• Masters of Business Administration, 2021
• Sales Tax Institute, Advanced Training 2020
• Member, Institute for Professionals in Taxation

Area of Focus: Outsourced Controller Services, Data Analytics and Visualization

Industry Specialties: Professional Services

About:

Taylor was born and raised in Las Vegas Nevada and graduated Summa Cum Laude with his BS in Accounting at Utah State University. He continued on to receive a MAcc with a financial planning and tax emphasis. Prior to joining Squire, Taylor worked as a remote controller for several professional service companies. Taylor is passionate about helping companies be successful and assisting business owners with financial analysis, market research, process flow and customization, and accounting process optimization. Taylor now works as a professional in the Advisory Department at Squire & Company, PC. Taylor enjoys many outdoor activities, including snow skiing, cycling, mountain biking, and rock climbing along with his wife and daughter.

Area of Focus: Advisory

Profile:

• Joined Squire & Company, PC in December 2019
• Experience in Accounting and Bookkeeping, Project Management, Website and Software Development, and Information Systems

Education and Certifications:

• B.S., Accounting, Brigham Young University

Profile:

• Joined Squire & Company, PC in 2021

Education and Certification:

• Bachelor of Science in Accounting – Southern Utah University.

About:

Savannah Whetman worked in banking before going back to school in Cedar City, Utah. She wanted to have the expertise to help businesses succeed. She enjoys camping, sewing, family games, budgeting, and being outside with a good book.

Profile:

• Joined Squire & Company in 2021

Education and Certifications:

•  MAcc, Utah Valley University
•  B.S., Psychology, Brigham Young University

About:

Stephanie joined Squire’s Advisory team in May 2021. Stephanie enjoys hiking, cooking, and early morning running. She also enjoys going to book group, working on home projects, and spending time with her family.