About the firm

A small firm that answers the phone.

Square Books is three people who like tidy numbers and plain talk. We work with small businesses, the self-employed and families, and we keep the client list small enough to know every one of them.

A quiet office with a wooden desk, a lamp and plants under a tall window.

The team

Who you’ll work with

  • [OWNER NAME]

    CPA, founder

    Tax returns, business tax and advisory

    CPA, [STATE] license [CPA LICENSE NUMBER]

    [OWNER BIO]

  • [ACCOUNTANT NAME]

    [TITLE]

    Business tax and IRS help

    [CREDENTIALS]

    [ACCOUNTANT BIO]

  • [BOOKKEEPER NAME]

    Bookkeeper

    Monthly bookkeeping and payroll

    [SOFTWARE CERTIFICATIONS]

    [BOOKKEEPER BIO]

How we work

Four things we won’t compromise on

  1. 01

    Fixed fees

    You know the price before we start. Questions don’t cost extra.

  2. 02

    Plain English

    We explain what the numbers mean for you, not just what they are.

  3. 03

    All year

    We answer in July as well as April, usually within a business day.

  4. 04

    Secure by default

    Encrypted client portal, a written security plan, and no tax documents by email.

Credentials

Firm permit
[FIRM PERMIT NUMBER], [STATE]
CPA license
[CPA LICENSE NUMBER]
Memberships
[MEMBERSHIPS]
Software
[SOFTWARE CERTIFICATIONS]
In practice
[YEARS IN PRACTICE] years
Clients
[CLIENTS SERVED]

Get your books squared away.

A free 20-minute call, then a fixed price in writing. No hourly meter, and no judgment about the shoebox.