We focus first on the process.
At Squire and Company, we are accountants first and foremost. We seek the larger picture of your business and look to understand the accounting impact of transactions on your business. Once we understand your business we will then structure a full customized NetSuite solution that will help you meet your unique and specific business needs.
IDENTIFY ERP OBJECTIVES
ANALYZE PROCESSES
ARCHITECT SOLUTION
CONFIGURE SYSTEM
TRAIN & TEST
Our clients choose Squire because of our unique approach to implementing an ERP system. Most implementation businesses will focus theirefforts solely on the application and its functions. Although this is an essential piece, it doesn’t paint the whole picture. When the application is thefocus, the implementers feel the system is ready to go live when the users still are unsure how it fits into their day-to-day needs.
We focus first on the process. What happens before NetSuite, in NetSuite, and after NetSuite. When we consider and focus on a cross-functional
process from cradle to grave so to speak, we create alignment across functions and the technology merely supports the process rather than
having a process of its own.
At Squire and Company, we are accountants first and foremost. Currently the Squire business is composed of about one-third tax, one-third audits,
reviews and other attestation services and one-third advisory and technology services. We see the larger picture of your business and seek
tounderstand the accounting impact of transactions on your business. Before any NetSuite implementation, Squire will first meet with you and
your business to discuss and further understand your business from an accounting perspective. We call this business review processes a
‘Discovery Process’.
In the Discovery Process, we will learn about your business and have you walk us through your transactions so that we are able to see and
understand your entire business landscape. Once we complete the Discovery Process, we will then structure a full customized NetSuite solution
that will help you meet your unique and specific business needs.
Squire’s tailored NetSuite experience includes:
- Personalized roles to optimize individual and team productivity.
- Customized end-to-end business processes to your precise company and industry requirements.
- Built in functionalities, workflows, and processes as your business demands.
- Connections to legacy, third-party applications and content providers.
- We are committed to providing you and your team with the knowledge and skills necessary to leverage NetSuite to its greatest potential.
- Experience the low cost and high ROI of NetSuite cloud computing and generate maximum professional service opportunities from a single sale: full ERP, CRM and ecommerce implementations await your business process expertise and generate maximum top-line services revenues.
Meet the NetSuite experts at Squire
-
Reuben Cook
Partner
Area of Focus: NetSuite, Dynamics GP, Audit Prep, CFO/Controller Outsourcing, Budgeting & Forecasting, Litigation Support
Industry Specialties: Direct Selling, Manufacturing, Wholesale and Distribution, Energy and Mining, Tribal
Profile:
- Chair of the Manufacturing & Distribution Industry practice group
- Advises management through corporate growth and organizational transformation
- Serves as outsourced CFO for companies between $5MM and $200MM in gross revenue
- Experience helping manufacturing companies establish costing mechanisms, making sense of data, and organizing a framework of performance measurement
- Extensive experience establishing forecasted financials, cash flows, and executing other strategic planning
- Has successfully lead clients through the execution of quantitative methodologies to support large scale litigation claims
- Enjoys designing and implementing Key Performance Indicators (KPIs)
- Experience auditing extraction and manufacturing companies
- Implements accounting systems for growing companies
Education and Certifications:
- MAcc, Brigham Young University
- B.S., Accounting, Brigham Young University
- Minor, Information Systems, Brigham Young University
- Certified Public Accountant
- Chartered Global Managment Accountant
- IBM Certified Developer – Cognos TM1
- Microsoft Certified Technology Specialist – Dynamics GP
Affiliations:
- Utah Association of Certified Public Accountants, member
- Association of Certified Public Accountants, member
Technology & Business Advisory
Partners
801.225.6900801-494-6046reubenc@squire.com -
Dave Archibald
Orem Office Managing Partner
Area of Focus: Information Systems and Microsoft Dynamics GP
Industry Specialties: Direct Selling
Profile:
- Served as a controller for a local security company
- Joined Squire & Company, PC in 2005
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified for Microsoft Dynamics GP
- Certified for Microsoft SQL Server
- Certified for Scribe Software
- Certified Public Accountant
Technology & Business Advisory
Partners
801.225.6900801-494-6025davida@squire.com -
Shane Edwards
Salt Lake Office Managing Partner
Area of Focus:
CFO and Controller Services for Private and Publicly Traded Companies, NetSuite Implementation Project Management, Buy/Sell Transaction Support, Business Strategy Design and Implementation, Executive and Manager Mentoring, and Organizational and Process Redesign
Industry Specialties:Technology, Life Science, Direct Selling, Entertainment and Natural Resource Development on Tribal (US) and First Nation (Canada) Lands.
Profile:
-
- Helps organization understand and fulfill the responsibilities of the CFOs office (both privately owned and publicly traded companies)
- Oversee the implementation of Oracle-NetSuite and Microsoft Dynamics 365 Business Central to insure achievement of key stakeholder objectives
- Assists management in the recognition and elimination of the barriers to excellence that exist in organizations, and provides a strategic framework to move organizations to the next level
- Implements Organization, Process and Infrastructure redesign, which aligns an organization’s strategy to tangible mechanisms
- Advises management and owners in the Financing, Buying and Selling of a business
- Provides Executive and Manager Mentoring to founders, executives, and middle manages to expedite personal and professional development
- Elected to Squire’s executive committee, which has responsibility to run the firm
- Previously served as the manufacturing and distribution practice area leader for the Utah offices of Grant Thornton. Shane also has direct industry experience as the former corporate chief accountant for Kennecott Corporation
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
- Certified Internal Auditor
Affiliations:
- American Institute of Certified Public Accountants, member
- Institute of Internal Auditors, member
- Utah Association of Certified Public Accountants, member
- Advisory Committee member for Utah Valley University Accounting Education Department
- BioUtah and Association for Corporate Growth Member
Administrative
Audit & Assurance
Technology & Business Advisory
Partners
801.533.0409801-494-6041shanee@squire.com -
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Kevin Johnson
Partner
Area of Focus: Microsoft Dynamics GP
Profile:
Kevin joined Squire’s advisory practice area in 2004 and graduated from Brigham Young University with a MISM degree in 2006. He is a manager in the advisory practice with an emphasis in ERP systems. Kevin is an expert in Microsoft Dynamics GP, Excel, and Microsoft SQL Server. Since joining Squire, Kevin has helped countless companies through ERP implementations and training. He has provided services to companies across many industries with a focus on high-technology and direct selling companies. Kevin specializes in helping companies to reach to improve their processes through training, data and process automation, and reporting.
Kevin is an affiliate member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. He currently serves on the Business and Marketing Advisory Board for the Alpine School District, and is a volunteer within the Boy Scouts of America. Kevin is also involved with the Utah Technology Council and Silicon Slopes. In his free time, Kevin enjoys water skiing, camping and anything that is outdoors
Education and Certifications:
- B.S., Brigham Young University
- MISM, Brigham Young University
Technology & Business Advisory
Partners
801.225.6900801-494-6049kevinj@squire.com -
Katrina Parker
Director
Area of Focus: Microsoft Dynamics GP
Profile:
- Joined Squire & Company in January 2014
- Enjoys working with clients to help them understand how to use technology to be more productive and efficient
- Likes to customize systems to meet the individual needs of her clients
Education and Certifications:
- BYU-studied Computer Science
- B.S. Accounting, Utah Valley University, Valedictorian
- NetSuite Foundation Certification
- Microsoft Dynamics GP Financials Certification
Katrina started at Squire in January of 2014 and is a Supervisor in the Advisory practice area. She implements, customizes and supports Microsoft Dynamics GP and NetSuite. Katrina enjoys working with clients; especially showing them how technology can help them be more productive and efficient. She specializes in implementing and customizing the software to fit the client’s business processes and expectations. Her focus is manufacturing and inventory management.
Technology & Business Advisory
801.225.6900801-494-6009katrinap@squire.com -
Marc Andrus
Partner
Area of Focus: Quickbooks (Pro, Premire, Enterprise & Online), Controller Outsourcing, Business Advisory
Industry Specialties: Direct Selling, Software as a Service
Profile:
Marc joined Squire in October of 2013, with about 6 years of Controller level experience in the Direct Selling industry. He serves as one of Squire’s outsourced CFO/Controllers, focusing primarily on helping companies in the Direct Selling space. He especially enjoys helping new startup businesses get their accounting departments structured and giving them the tools they need to succeed.
Marc graduated from Brigham Young University in 2002 with a degree in Business Management with an emphasis on Information Systems. He also has bachelor’s degree in Accounting from Utah Valley University. He is a certified Pro Advisor in both Quickbooks Desktop and Quickbooks Online.
Education and Certifications:
- BS in Accounting from Utah Valley University
- BS in Business Management/Information Systems from Brigham Young University
Technology & Business Advisory
Partners
Sales Tax
801.225.6900801-494-6079marca@squire.com -
Garrett Dyches
Manager
Area of Focus: NetSuite, Controller Outsourcing and CFO Support, Business Advisory
Industry Specialties: Direct Selling, Distribution and Manufacturing, Technology and Life Sciences
Profile:
- Joined Squire & Company, PC in June 2017
Education and Certifications:
- BS in Accounting from Southern Utah University
Garrett joined Squire in June of 2017, with 4 years of Controller level experience in the Direct Selling and Manufacturing industry. He implements, customizes and supports NetSuite. He enjoys working with clients to understand their business needs and helping them implement new processes and technologies to help improve their business. Garrett enjoys showing clients how technology can help them become more efficient and productive.
Technology & Business Advisory
801.225.6900801-494-6094garretd@squire.com -
Nate Nugent
Senior Manager
Area of Focus: NetSuite, QuickBooks Online, Expensify, Business Advisory
Industry Specialties: Direct Selling, Nonprofit, Technology & Life Sciences
Profile:
- Joined Squire & Company, PC in June 2017
- Serves as outsourced Controller for companies with $10MM+ in gross revenue
- Implements accounting systems and third-party applications for growing companies
Education and Certifications:
- B.S. in Accounting from Missouri Southern State University
- MAcc – University of Utah
Affiliations:
- Utah Association of Certified Public Accountants, member
Technology & Business Advisory
801.225.6900801-228-2073naten@squire.com -
Danny Rojas
Supervisor
Area of Focus: NetSuite
Industry Specialties: Training & Consulting
Profile:
- NetSuite – Advanced Saved Searches & Reporting
- Enjoy working with ERP systems and finding ways to automate processes
Education and Certifications:
- B. S. Finance – Brigham Young University
Technology & Business Advisory
801.225.6900801-228-2076dannyr@squire.com -
Andrew Nelson
Senior Manager
Andy began working at Squire in March of 2019 and previously worked for private businesses ranging from direct sales to Tech startups. With over 13 years of industry experience, he specializes in outsourced CFO & Controller services. He also specializes in identifying and implementing technology solutions for businesses. He has experience with SQL based platforms, Great Plains & NetSuite.
Education and Certifications:
- B.S. Accounting, Utah Valley University
- MBA, Utah State University
- Certified Public Accountant
- Full Stack Developer Certification, University of Utah
Affiliations:
- American Institute of Certified Public Accountants
- Utah Association of Certified Public Accountants
Technology & Business Advisory
801.225.6900801-494-6032andyn@squire.com
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