Open New Possibilities with NetSuite

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

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

Area of Focus:

CFO and Related Services for Private and Publicly Traded Companies, Cloud FinOps Services, Buy/Sell Transaction Support, Business Strategy Design and Implementation

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)
  • Oversees Squire’s Cloud FinOps Service line that helps clients understand and optimize their ever-growing cloud spend while maintaining cloud flexibility and velocity
  • 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

Education and Certifications:

• B.S., Brigham Young University
• MAcc, Brigham Young University
• Certified Public Accountant
• Certified Internal Auditor
• FinOps Certified Practitioner

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

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

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

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

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