Unlocking Small Business Success: The Powerful Partnership of Squire and Quickbooks

Authored by

Megan Bronson | Partner

Megan, an Advisory Partner at Squire, joined as an intern in 2006 while earning her Master's of Accountancy degree from Brigham Young University in 2007. With over a decade of experience, she specializes in QuickBooks consulting and outsourced accounting for manufacturing and distribution clients. Megan is a writer and presenter for Intuit’s Trainer Writer Network, recognized for her expertise in QuickBooks Online. She is also a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants.

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Authored by

Megan Bronson | Partner

Megan, an Advisory Partner at Squire, joined as an intern in 2006 while earning her Master's of Accountancy degree from Brigham Young University in 2007. With over a decade of experience, she specializes in QuickBooks consulting and outsourced accounting for manufacturing and distribution clients. Megan is a writer and presenter for Intuit’s Trainer Writer Network, recognized for her expertise in QuickBooks Online. She is also a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants.

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In celebration of Squire & Company's 50th anniversary, the company from which Squire Tech was born, we are thrilled to share an insightful article originally featured in Squire’s 50th anniversary magazine. This article delves into the powerful partnership between Squire and QuickBooks, shedding light on our commitment to empowering small businesses through innovative solutions.

QuickBooks is a popular, comprehensive accounting software package that small businesses use to streamline and manage their financial operations. With over 17 years of experience, Bronson worked on a small team in collaboration with CEO, Jonyce Bullock, to learn the QuickBooks system. The goal was to gain proficiency in the software so Squire accountants could better provide their clients with the necessary tools and resources to focus their core business operations instead of spending valuable time managing finances manually.

“QuickBooks is a great tool people can use to tell the story of their business,” Bronson said.

As her team learned the ropes, they ran multiple reports and began diving deeper into the program's backend. They wanted to understand how it was structured in the first place so they could provide valuable consulting services based on each client's personalized needs.

“We realized larger firms don't understand the system’s functionalities, they just knew the numbers,” Bronson said. “Our in-depth knowledge of the backend functionalities allowed us to become the go-to QuickBooks experts. In addition, we provided timely feedback, accurate numbers, and advisory services that ultimately served a lot of clients because of this expertise.”

In 2010, there was a public push for QuickBooks to go online. When Bronson reflected on her experience serving on the feedback committee during this transition, she said Squire showed innovative leadership.

“We were accountants training other accountants throughout the world on how to start using QuickBooks online,” she said. ”We stayed true and committed to the program because it effectively serviced small businesses’ needs, as well as the needs of the accountants.”

QuickBooks is easy to learn and doesn’t require a huge financial investment to get started. With a low barrier to entry, this system allowed Squire to thoughtfully remove the ‘decision fatigue’ their customers experienced with other accounting software programs.

“It was really nice to see customers no longer feel intimidated,” Bronson said. “We can geek out on the nuts and bolts of the system because that’s what we enjoy, but the real added value is the relationship and trust we have built with our clients.”

Now Squire’s QuickBooks team has over 30 experts focused on helping their clients optimize the value of their business data inside of and integrated into QuickBooks. Bronson said, “While Intuit (makers of QuickBooks) hasn’t been around quite as long as Squire has, I expect we’ll have a long future ahead for both of us.”

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