Advisory & Business Services

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

Contact Us

Advisory & Business Services

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

Contact Us

Sales Tax

Since the summer of 2018 the impacts of Wayfair vs. South Dakota have rippled across the U.S. and created new sales tax obligations even for companies selling remotely. Rapidly expanding sales across 50 states and thousands of local jurisdictions can create a large compliance burden. If not managed well, sales tax can be the cause of inaccuracies, customer concerns, penalties and audits. The challenge is to find a practical approach to sales-tax compliance.

Squire’s sales tax technology partnerships allow us to support your sales tax determination needs as well as registrations and filings. We offer a dedicated account manager and will guide you throughout your process. Below are some of the results of our services:

  • Reduced costs and resources
  • Confidence in compliance
  • Reduced audit risk and penalties
  • Guidance of a trusted partner
  • Reduced customer service calls
  • Free up accounting personnel

Sales Tax Services

  • Web store tax calculations
  • 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

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.


Advisory & Business Services we specialize in:

  • Outsourced CFO Services
  • Outsourced Accounting Services
  • ERP Business Systems (NetSuite, Dynamics, QuickBooks)
  • Sales Tax Calculations and Filings (Sovos, Avalara)
  • Transaction Support
  • Payroll Services (ADP and SQUIRE)
  • Business Intelligence and Analytics

“Our experience with Squire has been very positive. They have worked with us on many issues and completed our audit and 990 tax return for about 10 years. We have worked with Paul Winward and many associates during that time and have found them to be quite professional and a good fit for our company.”

Sonja Levesque

Midtown Community Health Center, CFO


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:

  • Intuit QuickBooks
  • NetSuite
  • Microsoft Dynamics Business Central
  • ADP
  • Domo
  • Divvy
  • TrueCommerce
  • ShipStation
  • RF Smart
  • Many More

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

“When dealing with complex problems, I often turn to the team at Squire for another opinion, and their insight has helped our company in solving those problems.”

Danny Cobbley

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

Forecasting & Reporting

Our Squire Advisors help you gain insight to your business and make better operational decisions. We provide customized dashboard solutions and data analytics to help you quickly understand your business performance. We work with you to develop sophisticated forecast models that help you accurately predict the future of your company.

Forecasting & Reporting Services

  • Cash Flow Forecasting
  • 3 Way Financial Forecasts
  • Budget Accountability Reporting
  • Customized Reporting Templates
  • Business Intelligence Dashboards
  • Data Analytics