All posts by Whitney Roseborough

Avii and Squire & Company Collaboration

AviiTM, provider of the Avii Workspace TM integrated SaaS platform for tax, audit, advisory, management consulting and compliance firms, has been selected by Squire, one of the nation’s largest regional accounting firms and Utah’s largest locally-owned accounting firm, as its practice management technology solution.

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Squire Joins ElevateHER™ Challenge

Squire is happy to announce we have accepted The Women’s Leadership Institute’s ElevateHER™ Challenge. We are excited to join more than 225 other visionary businesses who are taking the challenge!

The Women’s Leadership Institute (WLI) was founded in 2015 under the direction of CEO Patricia Jones. Its mission is to elevate the stature of women’s leadership in Utah in both business and in politics. WLI began the ElevateHER™ Challenge in May 2015. The Challenge encourages companies and organizations to focus on creating internal change in at least one of six areas: 

  1. Increase the percentage of women in senior leadership positions.
  2. Increase the retention rate of women at all levels of your organization.
  3. Increase the number of women on your board of directors.
  4. Monitor pay by gender and close identified gaps.
  5. Establish a leadership development, mentoring and/or sponsorship programs for women.
  6. Recruit women to run for public office.

“There is a new urgency of women’s leadership,” says Patricia Jones, CEO of the Women’s Leadership Institute. “Companies in all industries are seeing the need to attract, hire and promote female employees. Through the ElevateHER Challenge, WLI is now working with more than 225 companies and organizations and offering best practices to successfully implement the ElevateHER Challenge.”

This year, Squire along with 34 more companies and organizations joined the ElevateHER™ Challenge, bringing the total involved to 229.

For more information on the challenge, visit: wliut.com/elevateher-challenge/

Squire Named One of the 2019 Accounting Today’s Best Accounting Firms to Work for

Squire was recently named one of the 2019 Accounting Today’s Best Accounting Firms to Work for. Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees.

This survey and awards program are designed to identify, recognize and honor the best employers in the accounting profession, benefiting its economy, workforce and businesses. The list is made up of 100 firms.

To be considered for participation, firms had to fulfill the following eligibility requirements:

  •  Must be an accounting firm.
  •  Have a facility in the United States;
  •  Have a minimum of 15 employees working in the United States;
  • Must be in business a minimum of 1 year

“Our employees are the reason we have happy clients. Therefore, we strive to create an open, honest, and ever-adapting environment to foster growth and development,” said Jonyce Bullock, CEO of Squire. “The future is bright for us and we are excited to continue practices that better our team in all aspects.”

Firms from across the United States entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

“The firms on this list represent the best workplaces in the accounting profession,” said Accounting Today Editor-in-Chief Daniel Hood. “They are outstanding places to build a career.”

For more information on Accounting Today’s Best Accounting Firms to Work for program, visit www.BestAccountingFirmsToWorkFor.com.

Squire Announces Three New Partners and Leadership Changes at Annual Retreat

Salt Lake City, UT: 

Last month at its annual retreat, Squire & Company CEO, Jonyce Bullock, announced three new partners to the firm: Amanda Barrett-Brough, Matt Geddes, and Kevin Johnson.

“I look forward to working with our new partners in their new capacity,” said Bullock. “They are each experts in their fields and we are lucky to have them at Squire.”

Amanda is a Certified Public Account who joined Squire in 2005 after receiving a Bachelor of Science from Utah Valley University and a Master of Accountancy from the University of Utah. She works primarily in assurance services, specifically in real estate, manufacturing, insurance, HUD-approved programs, and technology and life science. She regularly attends the IASA (Insurance Accounting & Systems Association) local chapter meetings as well as the Utah Valley Chamber of Commerce Women Business Network, VentureCapital.org, Women Tech Council, and Corporate Alliance events. As a member of the UACPA Financial Literacy Committee, she has the opportunity to teach people in the community courses on financial literacy. She is a 2016 AICPA Leadership Academy graduate—an academy that selects only 50 people in the country to attend annually. Amanda leads Squire’s Women Improving Professionally group. She is working with the AICPA Women’s Initiatives Executive Committee (WIEC) to help them create women initiative resources for CPA firms. Squire is one of three CPA firms selected in the nation to go through a women’s initiatives pilot program with WIEC.

Matt Geddes is a member of our assurance services team. He oversees audits of for-profit entities, local governments, and employee benefit plans. Matt volunteered as a lead adopter to the AICPA’s Single Audit and Employee Benefit Plan Audit Certificates and was among the first in the nation to be awarded these certificates which demonstrate his technical expertise in performing single audits in accordance with Uniform Guidance and performing audits of Employee Benefit Plans. Matt is also a member of the Government Finance Officers Association, American Institute of Certified Public Accountants, and the Utah Association of Certified Public Accountants. Before joining Squire in 2008 he earned both a Bachelor of Science and a Master of Accountancy from Utah State University.

Kevin Johnson joined Squire in the Advisory group in 2004 and graduated from Brigham Young University with a master’s in information systems management degree in 2006. Kevin is an expert in Microsoft Dynamics GP, Microsoft Dynamics 365, Microsoft SQL Server and Excel. Since joining Squire, Kevin has helped countless companies through ERP implementations, training and custom integrations. He currently serves on the Business and Marketing Advisory Board for the Alpine School District and is also involved with Silicon Slopes and the Utah Technology Council. Kevin also leads the technology and life sciences group at Squire.

Squire & Company also announced changes in practice area leadership.

Two of Squire’s four practice areas have new leadership.  Reuben Cook will assume leadership of the Advisory Practice Area from K. Tim Larsen, and Wayne Barben will assume leadership of the Wealth Management Practice Area from Tim Christensen.  We thank both Tim Larsen and Tim Christensen for their practice area leadership and look forward to their continued support of the firm in their regular partner responsibilities.