By Benjamin Logan Young, CPA, CVA
In the fast-paced economy of Utah’s "Silicon Slopes," traditional accounting is no longer enough to maintain a competitive edge. As we navigate the complexities of the 2026 fiscal year, business owners in Provo, Orem, and across Utah County require a financial partner who understands that a balance sheet is more than just numbers—it’s a strategic asset.
At Square the Books, we’ve moved beyond standard compliance to provide a "Mission-First" approach to financial governance, blending the technical rigor of a Certified Public Accountant (CPA) with the deep analytical power of a Certified Valuation Analyst (CVA).
While a CPA ensures your historical data is accurate and compliant, a CVA looks forward. In a market where mergers, acquisitions, and internal transitions are constant, understanding the true value of your business is critical.
By integrating Valuation Analytics into our Fractional Controller services, we help Utah businesses:
Identify Value Drivers: We don't just report profit; we analyze the underlying factors that increase your company's market worth.
Risk Mitigation: Utilizing CVA-level forensic insights to spot internal control weaknesses before they become liabilities.
Strategic Planning: Providing the data-backed confidence needed for capital raises or buy-sell agreements.
The 2026 tax landscape has been redefined by the One Big Beautiful Bill Act. For our clients, this represents a unique window of opportunity. With the Section 199A Small Business Deduction now permanent and 100% Bonus Depreciation reinstated for qualifying assets, the "cost of growth" has effectively shifted.
At Square the Books, we specialize in maximizing these new provisions, ensuring that capital-intensive industries in Utah—from manufacturing to medical tech—are not leaving liquidity on the table.
My approach to financial oversight is informed by over 21 years of service as a Major in the U.S. Army Reserve and a Space Operations Officer (FA40). In the military, "audit-readiness" isn't a goal; it's a requirement for mission success.
We bring that same level of operational discipline to our Intuit Enterprise Suite migrations and system cleanups. Whether we are managing a $165M asset base or helping a local non-profit achieve "Yellow Book" compliance, the methodology remains the same: Precision, Verification, and Accountability.
As a Verified Utah CPA (License #8464868-2601) and the Financial Controller for the Noorda College of Osteopathic Medicine, I am committed to the long-term economic health of our community.
Square the Books isn't just about "doing the books"—it’s about squaring your financial reality with your long-term vision.