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

Let's Connect

CONTACT:
Reuben Cook
801-225-6900
reubenc@squire.com

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
Wavetronix

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
Reduced costs and resources
Confidence of compliance
Reduced audit risk and penalties
Guidance of a trusted partner
Reduced customer service calls
Freed up accounting personnel
More time for sales

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