Our People

Area of Focus: HR Specialist

Profile:

• Joined Squire & Company, PC in February 2011
• Experience in administration assisting, office management and event planning
• Hobbies include traveling (especially to new places), dancing, hiking, and dreaming of being domestic and crafty some day

Education and Certifications:

• B.S. Business Management, Utah Valley University

Affiliations:

• Utah Valley Entrepreneurial Forum

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: Advisory

Industry Specialties: Construction

Profile:

• Joined Squire & Company, PC in September 2017
• Experience with sales/use, excise, and payroll tax in multiple states
• Enjoys researching and working with companies to find the best solutions for them

Education and Certifications:

• BS in Accounting from Westminster College
• MBA from University of Phoenix
• Senior Thesis on Sarbanes-Oxley compliance for information technology professionals
• Certified QuickBooks Online ProAdvisor
• Certified QuickBooks Desktop ProAdvisor
• Certified QuickBooks Enterprise ProAdvisor

Affiliations:

• Utah Association of Certified Public Accountants, member
• Orem Division of Kiwanis, member

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: 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: QuickBooks. QuickBooks Online, Bookkeeping

Education and Certifications:

• A. Utah Valley University (History)
• Bookkeeping Certification from the National Bookkeepers Association

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: Advisory Services

Profile:

• Over 10 years of accounting experience including CFO/Controller positions
• Experience working with companies that range from billion dollars in revenue to startups surviving on investments

Education and Certificates:

• BA in Accounting; Utah State University
• MBA; Westminster College

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:  CFO/Controller Outsourcing; Business Advisory; Strategy Development

Industry Specialties: Construction, Distribution, Manufacturing

Experience Profile:

• Public and Private company corporate governance
• Financial accounting and SEC reporting
• CFO of international construction equipment rental company
• Controllership of large national distribution company
• Audit committee, business strategy and M&A oversight

Education and Certifications:

• B.S. Accounting, Brigham Young University
• MBA, Brigham Young University

Affiliations:

• BYU Marriott School of Business, National Advisory Council

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

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:  Business Strategy Design and Implementation, CFO/Controller Outsourcing, Performance Management and Scorecarding, Organizational Process and Redesign

Industry Specialties: Direct selling, Home Security, Land Development, Software as a Service

Profile:

• Member of the Business Advisory Division
• Enjoys working with entrepreneurs to generate ideas, develop Benchmarking and achieve balanced growth
• Direct industry experience in the trenches as a business owner, board member and franchisee
• Previously served Chief Executive Officer and Chief Financial Officer for multiple directly selling companies
• Facilitates Business Process Redesign to identify areas of improvement and related risks
• Provides Executive and Manager Mentoring to founders, executives and middle manages to expedite personal and professional development
• Analyzes Financial Modeling by department to create efficiencies that preserve cash and develop a best in class organization
• Implements Organization, Process and Infrastructure redesign, which aligns an organization’s strategy to tangible mechanisms that employees understand

Affiliations:

• Utah Association of Certified Public Accountants, Affiliate
• Utah Jumpstart Coalition, Utah County Chair
• Junior Achievement Organization, Mentor
• Direct Selling Management Association of Utah, Member

Certifications: 

• Certified Public Accountant

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: 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:  Advisory, Bookkeeping, QuickBooks Online

Profile: Annie began working for Squire & Company, PC starting in May of 2019. Previously, she worked in many customer service positions, and enjoys helping businesses solve problems. She enjoys seeing others succeed and helping others solve problems. When Annie is not at work, she enjoys being outside in her vegetable and flower garden, or up in the mountains with fresh air.

Education and Certifications:

• BS in Accounting from Brigham Young University

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.

Shara Sumnall is a Sales Tax Supervisor in the business advisory practice area. Her 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. She received her Bachelor of Arts degree from BYU in Humanities and is currently pursuing an accounting degree at UVU. Shara is married with three sons, plays the violin , and enjoys camping and biking in the beautiful outdoors of Utah.

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