Squarebooks™ is the only modern tax and accounting solution designed for multi-channel operations. If you’re looking for a premier licensing partner with superior operational capabilities, we are unmatched.

premier LICENSING partner | superior operational capabilities

We are a full service tax and accounting operations firm focused on serving Texas businesses. Our dedicated team of operations professionals is based out of San Antonio, Texas. Everything is custom-built and optimized for performance.

“We’ve built an incredibly robust first-party framework to manage costs and accelerate deployment.”
- Charles Haner, Solutions Architect

We provide a unified platform designed for performance and a streamlined client experience helping you manage your business. Our goal is to help you take your firm to the next level with strategic insight allowing you to optimize processes and workflows. Our agility means we can quickly adapt to many unique situations and drive results.

Are you looking for an accounting solution for your small business?

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✔ Accounting
✔ Payroll
✔ Tax

Operational Excellence

We ensure accuracy and compliance at every level.

Powerful Online Database Core

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.

Data Security

We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions. We can help with the appropriate framework and method, including the best reporting frequency.

Expense Management

We give you a team of bookkeepers to do your books, and intuitive software to monitor your financials. It’s everything you need to do your bookkeeping—without actually having to do your bookkeeping.

Connected Accounting Suite

We provide support for businesses needing part-time CFO services. We can help by providing services to support growth issues, financial system reporting and recording improvements and projection/process review showing where improvements may be needed.

PAYROLL

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.

data migration

Connect your accounts, and you won’t even have to think about getting us your bank or credit card statements. We sync directly with all major banks to automatically pull your statements, and we have other simple solutions to get your monthly payroll or merchant statements each month.

Reliability