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 their efforts solely on the application and its functions. Although this is an essential piece, it doesn’t paint the whole picture. When the application is the focus, 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 to understand 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
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Reuben Cook
Chief Strategy Officer | Partner
Area of Focus: NetSuite, Digital Transformation, Outsourced Accounting and Financial Services
Industry Specialties: Consumer Products, Tech, Manufacturing
Profile:
- Strategic business combinations
- Digital Transformation
- 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 strategic plans
Education and Certifications:
- MAcc, Brigham Young University
- B.S., Accounting, Brigham Young University
- Minor, Information Systems, Brigham Young University
- Certified Public Accountant
- Chartered Global Management Accountant
- IBM Certified Developer – Cognos TM1
- NetSuite Certification
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 -
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 -
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
801.225.6900801-494-6094garrettd@squire.com -
Nate Nugent
Partner
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
Partners
801.225.6900801-228-2073naten@squire.com -
Andrew Nelson
Partner
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
Partners
801.225.6900801-494-6032andyn@squire.com -
Lauren Hoffman
Senior
Profile:
- Joined Squire & Company in July of 2019
- Experience in Executive Administration, Membership Relations, Event Planning and Sales
- Hobbies include anything outdoors – hiking, camping, boating, athletic events, dancing and spending time with family and friends
Education and Certifications:
- Current student at Utah Valley University (UVU) studying Business Management
Technology & Business Advisory
801.225.6900801-494-6017laurenh@squire.com
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