Professional Services

Your Expertise Is Your Business. Ours Is Helping It Grow.

When you run a service-based business, financial decisions rarely stand alone. A lender requirement, a change in ownership, an outdated system, or a question about your personal financial future can call for expertise from several areas. 

Squire brings those specialists together. We get to know your business, address the need in front of you, and remain available as new questions arise. 

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Professional Services

Our Services

Each business has its own requirements. We begin by understanding how yours operates and what you need from an advisor.

Tax & Assurance

Stay ahead of tax obligations and financial reporting requirements with comprehensive business and owner tax planning, compliance, financial statement audits, and assurance services. Squire also provides technical accounting support and state and local tax guidance to help you manage risk and make informed decisions.

Outsourced Accounting & Strategic CFO Services

Gain financial clarity and support as your business grows. From accounting process improvements and outsourced controller services to financial reporting, forecasting, and strategic CFO guidance, Squire helps strengthen financial operations and support smarter business decisions.

Technology & ERP Advisory

Simplify operations and gain better visibility into your business with technology solutions that work for you. Squire provides ERP strategy, platform selection, financial systems integration, business intelligence, and NetSuite implementation and optimization to improve efficiency and reporting.

Wealth & Retirement Planning

Align your business success with your personal financial goals through tailored wealth and retirement planning. Squire helps owners and professionals prepare for retirement, navigate ownership transitions, and plan for long-term financial security.

Why Businesses Trust Squire

Personalized Service

We take the time to understand your business, challenges, and goals, providing responsive guidance and practical solutions tailored to your needs.

Integrated Expertise

Our tax, assurance, advisory, technology, and wealth specialists work together to help professional services firms navigate financial complexity and make informed decisions.

Solutions That Grow With You

From meeting compliance requirements to strengthening accounting operations and planning for the future, we provide the expertise and support your business needs at every stage.

Amanda Barrett-Brough Partner

FAQs

What should a professional services firm confirm when a lender or owner requests financial statements?

Ask what type of statements are required, which periods they must cover, and when they are due. Those details determine the work and timeline.

How can we tell whether our financial systems need to change?

Look for manual workarounds, delayed reporting, and difficulty seeing results across locations or service lines. Review the process first; the software may not be the source of the problem.

When does a firm need more than bookkeeping support?

When leaders need clearer financial reports, help with decisions, or answers their current provider cannot deliver promptly. The need may be stronger accounting support, controller services, or CFO-level guidance.

What should we look for in an accounting advisor for our firm?

Look for relevant experience, timely responses, and an understanding of how your business operates. Consider whether the advisor can address questions beyond the immediate engagement and connect you with specialists when needed.

Let’s Talk About Your Business

Whether you have an immediate requirement or want a more connected advisory relationship, tell us what you are working through. We will help you identify the right next step.

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About Squire

Squire is an audit, tax, and business advisory firm with offices and teams across the Mountain West. With 50+ years of experience, we provide outsourced CFO and controller support, bookkeeping, payroll, sales tax, transaction support, ERP implementation and technology integration—helping businesses operate efficiently, stay compliant and achieve their financial goals. For more information, visit www.squire.com.