What Squire and Company, PC does

Squire and Company, PC is a privately held accounting and advisory firm headquartered in Orem, Utah, that has operated continuously since its founding in 1975 by DeLance Squire and his son Joe. The firm delivers an integrated, three-pillar service offering: Tax Services (planning, preparation, strategic consulting, international advisory, credits & incentives, SALT), Audit & Assurance (financial audits, reviews, compilations, and SOC reporting including SOC 1/2/3 and SOC for Cybersecurity), and Advisory & Business Services (outsourced CFO/controller, technical accounting, sales tax, M&A advisory, litigation support, and cloud financial optimization). The firm also operates two wholly-owned subsidiaries: Squire Wealth Advisors (managed wealth services) and Squire Technology LLC (ERP selection and implementation consulting).

The firm's technology backbone combines third-party platforms with proprietary positioning: Microsoft Silver Certified Partner status for Dynamics 365 Business Central and Dynamics GP, NetSuite Solution Provider designation, and Intuit QuickBooks Premier Reseller status with Advanced Certified ProAdvisors. The HubSync client portal handles secure document exchange, e-signature, and tax payments. Squire sells primarily through relationship-based engagement, leveraging direct sales for enterprise clients, partner referrals from Microsoft/NetSuite/Intuit, and a 7-office distribution network spanning Utah, Arizona, and Nevada. The firm is member of the AICPA Major Firm's Group, Inside Public Accounting Top 200 (2020-2025), and has been recognized on Forbes Best Tax Firms and Accounting Today Firms to Watch.

In January 2026, Squire acquired regional CPA firm HintonBurdick, materially expanding its geographic footprint and sector depth in construction, government, healthcare, and tribal enterprises. The firm employs 101-250 people across 9 industry verticals (Construction, Life Sciences, Direct Selling, Government, Technology, Non-Profit, Manufacturing, Professional Services, Consumer Products) and has quasi-monopoly category leadership in direct selling through co-founding the Direct Selling Management Association of Utah. Pricing is engagement-based and not publicly disclosed, with multi-year relationships evidenced by 10+ year client tenures (such as American Heritage School and Midtown Community Health Center).

Name

Squire and Company, PC

Legal name

Squire & Company, PC

Website

https://squire.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

101–250 employees

Short description

Squire and Company, PC is a privately held Utah-based accounting and advisory firm serving SMB through enterprise clients across 9 verticals with Tax, Audit & Assurance, and Advisory services, plus wealth management and ERP implementation across Utah, Arizona, and Nevada.

Ownership category

akta.pro rank

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - Audit & Assurance: Recurring revenue from audit, review, and compilation services delivered to businesses and organizations across multiple industries
2. Professional Services - Tax: Tax planning, preparation, and advisory services generating recurring and project-based revenue
3. Advisory & Business Services: CFO outsourcing, controller services, M&A advisory, ERP implementation, technology consulting, and cloud financial optimization services
4. Wealth Management: Financial planning and investment management services through Squire Wealth Advisors

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Squire and Company, PC is a Utah-based accounting and advisory firm delivering integrated Tax Services, Audit & Assurance, and Advisory & Business Services to businesses and organizations across nine industry verticals in the Intermountain West. The firm also provides ERP implementation services for Microsoft Dynamics, NetSuite, and QuickBooks; SOC reporting; cloud financial optimization; technical accounting; M&A advisory; litigation support; and wealth management through its Squire Wealth Advisors subsidiary.

Product overview

Squire and Company, PC is a nationally-recognized accounting firm headquartered in Orem, Utah, offering a comprehensive suite of professional services through a unified platform. The core offering comprises Tax Services, Audit & Assurance Services, and Advisory & Business Services. The tax services portfolio includes tax planning, preparation, strategic consulting, international advisory, tax credits & incentives, and R&D tax credit optimization. Audit services encompass financial audits, reviews, compilations, and SOC reporting (SOC 1, SOC 2, SOC 3, SOC for Cybersecurity). Advisory services include strategic CFO outsourcing, technical accounting, client accounting/bookkeeping, sales tax compliance, ERP implementation (Microsoft Dynamics 365 Business Central, NetSuite, QuickBooks), cloud financial optimization, litigation support, and M&A advisory. The firm also operates Squire Technology for software selection consulting and Squire Wealth Advisors for wealth management. Squire serves diverse industries including construction, government, healthcare, tribal enterprises, life sciences, direct selling, technology, nonprofit, manufacturing, and professional services, with offices across Utah, Arizona, and Nevada.

Differentiator

Problem solved

Functional benefit

Brands

• Squire Wealth Advisors: Wealth advisory and investment management services focused on business owners and retirees, offering financial planning, investment management, and retirement planning
• Squire Technology

Products and services

• Tax Services Comprehensive tax services for businesses and individuals including tax planning, tax preparation, strategic tax consulting, international tax advisory, tax credits and incentives, estate and gift planning, retirement planning, and business combinations tax support.
• Audit & Assurance Services Independent audit, review, and compilation services for businesses, governments, and employee benefit plans, providing confidence and compliance insights across financial statement audits, government audits, employee benefit plan audits, and SOC reporting engagements.
• Advisory & Business Services Integrated advisory services including strategic CFO outsourcing, controller services, technical accounting, outsourced bookkeeping, sales tax services, ERP implementation, cloud financial optimization, M&A advisory, and litigation support for businesses and organizations.
• Microsoft Dynamics Implementation Services ERP selection, implementation, customization, and training services for Microsoft Dynamics 365 Business Central and Microsoft Dynamics GP, including integration with CRM and Power BI. Delivered under Squire's Microsoft Silver Certified Partner status.
• NetSuite Implementation Services Oracle NetSuite cloud ERP implementation, customization, optimization, and ongoing support services delivered as a NetSuite Solution Provider.
• QuickBooks Consulting Services Consulting, support, and reseller services for QuickBooks Online, QuickBooks Desktop, and Intuit Enterprise Suite delivered by certified QuickBooks ProAdvisors under Squire's Intuit Premier Reseller status.
• SOC Reporting Services Service Organization Control (SOC) reporting including SOC 1 (internal controls over financial reporting), SOC 2 (security, availability, confidentiality), SOC 3 (general-use reports), and SOC for Cybersecurity examinations for service organizations.
• Cloud Financial Optimization (FinOps) Cloud financial optimization services using FinOps certified expertise to help businesses optimize cloud expenditure, implement governance policies, and maximize ROI from cloud assets through Finout and Lightstream Connect platforms.
• Squire Wealth Advisors Wealth advisory and investment management services for business owners and retirees including financial planning, investment management, and retirement planning, delivered under a separate sub-brand by Squire Investment Management Company LLC.

Quantifiable outcome

• 50 years of client relationships built on turning clients into friends
• +2 more outcomes

Named customers15 records

Segments9 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

13 partnerships are on record, tiered core and minor.

• HintonBurdickcoreStrategic or Co-development Partner · 1 January 2026Squire announced the acquisition of regional CPA firm HintonBurdick, effective January 1, 2026. The deal expands Squire's geographic presence across Utah, Arizona, and Nevada, strengthening expertise in construction, government, healthcare, and tribal enterprises.
• AvalaracoreTechnology or Integration · 28 April 2025Squire received a 2025 Partner Award from Avalara for exceptional performance, innovation, and customer success in their partner ecosystem, recognized alongside major firms like Forvis Mazars.
• MicrosoftcoreTechnology or IntegrationAs a Microsoft Silver Certified Partner, Squire provides Business Central and Microsoft Dynamics GP implementation and consulting services. The partnership enables Squire to deliver ERP solutions with deep accounting integration.
• Oracle NetSuitecoreTechnology or IntegrationSquire is a NetSuite Solution Provider, offering implementation, customization, and optimization services for NetSuite ERP. Recognized by CIO Review as a top NetSuite solution provider multiple times (2019, 2021, 2023).
• IntuitcoreChannel Partner/ Reseller/ DistributorSquire is Utah's Intuit QuickBooks Premier Reseller and staffed with Intuit Certified QuickBooks ProAdvisors. Team members have earned Advanced Certification status, with less than 10% of ProAdvisors achieving this elite designation.
• AICPA - Employee Benefit Plan Audit Quality CentercoreStrategic or Co-development PartnerSquire is a member of the AICPA Employee Benefit Plan Audit Quality Center, providing resources and best practices for quality employee benefit plan audits.
• AICPA - Governmental Audit Quality CentercoreStrategic or Co-development PartnerSquire is a member of the Governmental Audit Quality Center, promoting the importance of quality governmental audits and providing resources for member firms.
• Direct Selling AssociationcoreStrategic or Co-development PartnerSquire is a supplier member of the DSA, working with the association and member companies to strengthen the industry through best practices, regulatory enhancements, and lobbying.
• Direct Selling Management Association of UtahcoreStrategic or Co-development PartnerSquire helped found this association in 2005 to create collaboration among Utah-based direct selling companies. Squire acts as an adviser to the association's board.
• MSI Global AllianceminorStrategic or Co-development PartnerSquire is a member of MSI Global Alliance, a top-ranked international association of independent professional firms with 250 members in over 100 countries.
• Upstream AcademyminorStrategic or Co-development PartnerSquire partners with Upstream Academy, a premier team providing processes, tools, and programs to help firms achieve greater success through their Blueprint for Excellence methodology.
• APQCminorStrategic or Co-development PartnerAPQC (American Productivity & Quality Center) is a global resource for process and performance improvement, providing benchmarking and best practices research.
• Direct Selling SymposiumminorStrategic or Co-development PartnerSquire is a founding member of the Direct Selling Symposium, offering insight to MLM and party plan companies to help them avoid costly mistakes.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Tanner LLC: Utah-based regional CPA and advisory firm of comparable size, serving similar Intermountain West clients across construction, real estate, non-profit, and business services—direct in-market competitor to Squire.
• Eide Bailly LLP: Top 25 U.S. accounting and advisory firm headquartered in the Midwest/West with comparable multi-state presence, similar industry verticals (including construction, government, non-profit), and a comparable mix of audit, tax, and advisory services.
• Moss Adams LLP: Large regional U.S. accounting and business advisory firm with comparable industry verticals (construction, non-profit, technology, life sciences) and a similar mix of assurance, tax, and consulting services—competing for the same upper mid-market client profile.
• Wipfli LLP: Top 20 U.S. accounting and advisory firm focused on mid-market clients, with comparable industry specializations (manufacturing, non-profit, construction) and an integrated technology/ERP practice similar to Squire Technology.

Broad incumbents

• RSM US LLP: Top 5 U.S. accounting and advisory firm focused on the middle market with comparable industry verticals (technology, life sciences, manufacturing) and a similar technology/ERP consulting offering—directly competitive for upper mid-market clients.
• CliftonLarsonAllen (CLA): Top 10 U.S. accounting and advisory firm with deep industry specializations (including construction, non-profit, healthcare) and a similar outsourced CFO/advisory offering—competes for the same mid-market client segment Squire serves.
• FORVIS (formerly BKD/Dixon Hughes Goodman): Top 10 U.S. accounting firm formed via BKD/Dixon Hughes merger, offering the same audit, tax, and advisory services with greater national scale and broader resources, actively competing for mid-market and enterprise clients in the Mountain West.
• Plante Moran: Large U.S. accounting, tax, and consulting firm with comparable mid-market focus, industry specializations (construction, manufacturing, non-profit), and an integrated advisory practice that overlaps with Squire's value proposition.
• BDO USA: Top 10 global accounting and advisory firm with a strong mid-market practice and overlapping industry verticals (technology, life sciences, non-profit, construction), competing for many of the same enterprise and mid-market engagements as Squire.
• Crowe LLP: Top 10 U.S. accounting and advisory firm with comparable industry verticals (construction, manufacturing, non-profit, financial services) and a similar mix of audit, tax, consulting, and technology-enabled services—competes for mid-market and enterprise clients in the Mountain West.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/squirecpa
• Facebookfacebook.com/squirecpa
• LinkedInlinkedin.com/company/57162

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Squire and Company, PC