Impacting your business and your life through strategy-based technology and business advisory services.

Advisory & Business Services

Technology Solutions

Financial Planning

Payroll & Accounting

Strategy Design

Sales Tax

Advisory & Business Services

The Squire & Company, PC approach to consulting is a unique, strategic advantage. It’s a customized partnership between your decision makers and our consulting experts; a trusted, visionary process built on years of experience working closely with entrepreneurs and business owners.

We understand it takes more than dreams and desires to succeed, and true victory and success starts with a detailed plan. That’s why we’ll use our unique knowledge base–a one-of-a-kind, strategically developed perspective on consulting–to help you identify your professional vision.


Client Identity Theft Checklist

Identity theft is a complex and evolving threat, and one that costs U.S. citizens billions of dollars annually. Without question, it is one of the most pressing challenges facing our country. Unfortunately, the problem is growing, and fraudsters are always looking for new ways to steal confidential information to commit crimes. As your trusted adviser, we understand your concerns with identity theft and take every precaution to keep your personal information safe.

Should you ever find yourself a victim of any type of identity theft, this checklist will be your guide. It outlines specific steps you should take to help mitigate the damage of identity theft: closing credit cards, filing a police report, filing a complaint with the Federal Trade Commission, addressing matters with the IRS and more.

For tax-related identity theft matters, we are here to help, whether it’s contacting the IRS to ensure your payments are properly credited to your account, helping to retrieve a refund issued to the wrong person or responding to IRS notices. Feel free to call our office to discuss your situation and see how we can help. 

Advisory & Business Services we specialize in:

  • Outsourced CFO
  • Accounting Systems
  • Outsourced Controller
  • Hiring Assistance
  • Business Strategy
  • Financial Planning
  • Forecasting
  • Payroll

Technology Solutions

We provide business technology solutions to help you achieve your goals and plan for your business’s future, including: installation, implementation, customization, reporting, integration, training, and support.

Squire is partnered with some of the top accounting software providers. Give us a call for help deciding which solution is best for your business:

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Technology Services

  • Accounting Software
  • Financial Planning & Budgeting Solutions
  • Reporting Solutions
  • Business Intelligence Solutions
  • Data Management Solutions
  • Consolidation & Integration Solutions
  • CRM Solutions

Financial Planning

Squire & Company, PC advisors offer a range of proven solutions to improve and protect your financial health. We build innovative consulting platforms founded on 40 years of experience in the industry, working with some of the world’s finest organizations and executives.

Our professionals work one-on-one with you and your teams to increase your organization’s cash flow, improve your quality of life and ensure your long-term financial security.

Financial Health Consulting Services

  • Financial Modeling
  • Business Valuation
  • Transaction Support (buy-sell)
  • Litigation Support
  • Fraud Prevention & Detection

Payroll & Accounting

As a Certified Public Accounting and consulting firm with more than four decades of productive relationships with business clients, Squire can help you meet your accounting and payroll needs without expanding your internal workforce.  We organize your business information to provide you with meaningful data and reporting that you can use to make effective management decisions.

In today’s rapidly changing business world, you need information quickly so you can make timely adjustments to factors that affect your profitability.  At Squire, your accounting and payroll tasks are not something that will be pushed aside for other pressing matters.  Your work is our priority… our business!

Payroll & Accounting Services

  • Payroll Preparation
  • Outsourced Bookkeeping
  • Accounts Payable
  • Accounting Staffing Services
  • Bank Statement Reconciliation
  • Budgeting & Reporting
  • Cash-flow Analysis
  • General Ledger & Financial Statements
  • Job Costing Schedules
  • Ratio Analysis
  • Sales Tax Reporting
  • Depreciation & Amortization Calculations & Schedules

Strategy Design

Squire’s advisory services are designed to provide Insight, Discipline, and, most importantly, Impact. We have assembled a group of service offerings that, if applied to your organization, will positively impact your:

  • Cash flows from operations
  • Quality of life issues for business owners and employees, and
  • Long-term financial security of business owners and employees

Strategy Design Services

  • Strategic Business Analysis
  • Enterprise-wide Risk Management
  • Strategic Technology Planning
  • Performance Management & Scorecarding
  • Blueprint for Excellence
  • Strategic Planning

Sales Tax

The direct selling industry stretches the limits of sales tax compliance. Rapidly expanding a business across 50 states and thousands of local jurisdictions is demanding and if not managed well, sales tax can be the cause of field questions, customer concerns, penalties and audits. The challenge is to find a practical approach to sales tax compliance.

Squire’s sales tax solutions were built for the direct selling industry, allowing us to provide a full suite of solutions with the following benefits: 

  • Happy sales field and customers
  • Reduce costs and resources
  • Confidence of compliance
  • Reduce audit risk and penalties
  • Guidance of a trusted partner
  • Reduced customer service calls
  • Free up accounting personnel
  • More time for sales

Squire Sales Tax Infographics:

Squire – Sales Tax Environment for DS


Sales Tax Serivces

  • Complete outsourced solutions
  • Product taxability research and guidance
  • Practical approach to state and local registrations
  • Address level calculations for over 12,000+ jurisdictions
  • Exemption certificate management
  • Simplified month-end reporting
  • Secure record keeping
  • Assistance with tax notices and audits
  • Dedicated account manager

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