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, 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: 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: Payroll Team Lead

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

Profile: 

• Joined Squire & Company in July of 2019
• Experience in Executive Administration, Membership Relations, Event Planning and Sales
• Hobbies include anything outdoors – hiking, camping, boating, athletic events, dancing and spending time with family and friends

Education and Certifications:

• Current student at Utah Valley University (UVU) studying Business Management

Area of Focus: NetSuite

Industry Specialties: Software and Scripting Development, Integrations

Profile:

NetSuite Integrations (Web Services REST/SOAP API), Celigo
NetSuite SuiteScripts, Saved Searches, Workflows, Advanced PDF/HTML/Email Templates

Education and Certifications:

B.S. in Computer Science – Rowan University

About:

Joined Squire & Company, PC in May 2022
Interests include playing tennis, hiking, EDM music, and reading

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

 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.

Andy 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:

• B.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: General accounting, NetSuite

Profile:

· Neil assists clients with accounting and NetSuite related issues.

· Neil’s experience with ERP Systems is primarily with NetSuite.

Education and Certifications:

· Neil received his Bachelor of Science degrees from Palm Beach Atlantic University in 1997.

About:

Neil joined Squire’s Advisory practice in 2022. Neil’s hobbies include car restoration/modification, drag racing, home improvements, and spending time with his wife and their 5 cats and 2 dogs.

Area of Focus: Sales tax Account Manager

Travis Steadman joined the Squire family in 2022.

Travis was awarded Bachelor of Science and Master of Accountancy degrees from Brigham Young University in 2020, and a Master of Public Accounting degree from the University of Nebraska-Lincoln in 2022.

Travis is a former board member of a Utah based non-profit organization, and volunteers in his local church. He enjoys reading epic novels, playing board games with family and friends, fantasizing of one day becoming a pilot, and hiking with his wife and daughter.

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

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.