How Squire Leverages DataSnipper to Enhance Client Success

At Squire, we are committed to providing our clients with cutting-edge, innovative solutions that optimize financial processes and empower their business growth. A key part of this commitment is our partnership with DataSnipper, a platform that has dramatically transformed how we manage audit readiness, financial reporting, and bookkeeping for our clients. This collaboration has streamlined our operations and directly benefited the businesses we serve.

Streamlined Audit and Financial Reporting

For clients involved in SEC filings, accuracy and timeliness are critical. With The Financial Statement Suite from DataSnipper, we’ve reduced the time it takes to conduct 10Q and 10K reviews by up to 86%, meaning tasks that used to take hours are now completed in under an hour. This efficiency translates into faster, more reliable results for our clients, enabling them to meet filing deadlines and ensure compliance with greater ease. Not only has this sped up the audit process, but it has also enhanced accuracy—DataSnipper catches errors that even traditional tools might miss, such as inconsistencies in footings or cross-footings in financial statements.

By cutting down on the time and manual labor involved in these processes, we can now provide our clients with more value-added advisory services. This allows us to focus on helping businesses make informed decisions based on clear, accurate financial data.

Enhancing Bookkeeping for Unique Client Needs

DataSnipper’s capabilities extend beyond audit readiness into outsourced bookkeeping services. For clients with complex reconciliation needs, such as those working with manual payments or non-traditional banking setups, DataSnipper automates tedious processes that previously took hours. By extracting detailed information from PDFs and bank statements, it’s possible to reconcile large volumes of data quickly and efficiently.

For example, in cases where payments are delayed or involve complex cash transactions, DataSnipper enables us to track individual checks, simplifying reconciliation for both our team and our clients. This level of detail and efficiency is especially valuable to clients in industries where accurate, real-time financial oversight is crucial to their day-to-day operations. 

A Partnership that Elevates Client Value

At Squire, our core value of thoughtful innovation is realized in our use of DataSnipper. The efficiency gains we experience don’t just benefit our internal teams; they directly improve the services we provide to clients. By using DataSnipper to track time savings, we are able to share these efficiencies with our clients, ensuring they receive faster, more accurate services while maintaining transparency in how we manage their accounts.

In short, Squire loves DataSnipper because it empowers us to deliver smarter, faster, and more reliable solutions to our clients. Through this partnership, we are better equipped to support businesses with the financial insight they need to thrive.