Squash CPA Review: Where Traditional Accounting Meets Modern Technology
The accounting industry has a reputation for being slow to innovate. Many CPA firms still operate with the same processes and tools they used a decade ago, leaving clients frustrated with delayed reporting, clunky communication, and a lack of actionable insights. Squash CPA, a Greater Milwaukee-based firm listed on VerSquare.com, is positioning itself as the antidote to that stagnation. With a mission to bridge the gap between traditional accounting and modern technology, Squash CPA aims to deliver data-driven insights alongside core accounting, tax, and due diligence services.
In this detailed review, we’ll explore what makes Squash CPA different, evaluate their service offerings, and help you determine if their tech-forward approach is the right fit for your business or acquisition needs.
The Squash CPA Mission
At its core, Squash CPA’s thesis is simple: traditional accounting needs to evolve. The firm was founded on the belief that businesses deserve more than backward-looking financial statements delivered weeks after the period closes. Instead, Squash CPA integrates cutting-edge technology into their practice to provide:
- Data-driven insights: Moving beyond compliance-focused accounting to deliver actionable business intelligence
- Real-time visibility: Leveraging technology to give business owners and operators current financial data, not stale reports
- Modern client experience: Responsive communication, streamlined processes, and digital-first service delivery
- Competitive advantage: Helping clients thrive in an increasingly competitive market through better financial intelligence
This positioning resonates particularly well with younger business owners, acquisition entrepreneurs, and technology-forward operators who expect their professional service providers to keep pace with the modern business environment.
Services Overview
Squash CPA offers a comprehensive suite of services that spans three primary areas:
Tax Services
- Business tax preparation and planning: Strategic tax advisory for businesses of all structures
- Individual tax services: Personal tax preparation for business owners and high-net-worth individuals
- Tax strategy: Proactive planning to minimize tax liability through entity structuring, timing strategies, and available deductions
- Year-end tax planning: Dedicated focus on year-end strategies to optimize tax positions before December 31
Due Diligence Services
- Financial due diligence: Quality of Earnings analysis and financial investigation for business acquisitions
- Transaction support: Advisory services throughout the deal process
- Risk assessment: Identifying financial and operational risks in target businesses
- Post-acquisition integration support: Helping new owners establish proper accounting systems and processes
Data Solutions
- Business intelligence dashboards: Custom reporting and visualization tools for real-time financial insights
- Accounting technology implementation: Helping businesses adopt and optimize modern accounting platforms
- Process automation: Streamlining manual accounting processes through technology
- Data analytics: Leveraging financial data for strategic decision-making
The Technology Differentiator
Squash CPA’s technology-forward approach is their primary differentiator, and it manifests in several practical ways:
For Ongoing Clients
- Cloud-based accounting: Modern platforms that enable real-time collaboration and data access
- Automated workflows: Reducing manual data entry and processing errors
- Custom dashboards: Visual reporting that makes financial data accessible to non-accountants
- Integration capabilities: Connecting accounting systems with other business tools for seamless data flow
For Due Diligence Clients
- Data extraction and analysis tools: Technology-enhanced review of target company financials
- Structured reporting: Clear, organized deliverables that lenders and deal participants can easily review
- Efficient processes: Technology-enabled workflows that can reduce diligence timelines
The Greater Milwaukee Focus
Squash CPA’s Greater Milwaukee base provides specific advantages for businesses and deal participants in the Wisconsin market:
- Local market knowledge: Understanding of the Wisconsin business landscape, industry mix, and economic dynamics
- Proximity advantage: For businesses that prefer face-to-face interaction, local presence matters
- Regional network: Connections with local attorneys, bankers, brokers, and other deal participants
- Manufacturing expertise: Milwaukee and surrounding areas have a strong manufacturing base, and local CPA firms often develop deep expertise in serving these businesses
Contact information confirms their local commitment: based in the Greater Milwaukee Area, WI, reachable at hello@squashcpa.com or (414) 245-2400.
The “Next-Gen” Positioning
Squash CPA’s self-description as a “next-generation” accounting firm is both a marketing statement and a genuine positioning choice. Here’s what it means in practice:
What It Likely Means
- Younger leadership: Often, “next-gen” firms are led by professionals who came up in the cloud accounting era and think digitally by default
- Client experience focus: Prioritizing responsiveness, transparency, and modern communication over traditional “we’ll get back to you when we get back to you” approaches
- Advisory over compliance: Shifting the value proposition from “we file your taxes” to “we help you make better business decisions”
- Scalable services: Building technology-enabled processes that can grow with clients and handle increasing complexity
What Buyers Should Verify
- Transaction experience depth: “Next-gen” enthusiasm is valuable, but due diligence requires specific M&A experience. Ask about the number and types of transactions they’ve supported
- Team composition: Who will actually be performing your QoE work? What are their credentials and experience levels?
- Methodology: What does their due diligence process look like? How does it compare to more established providers?
- References: Request references from recent due diligence clients, both buyers and sellers
Who Is Squash CPA Best For?
- Wisconsin-based businesses looking for a modern, tech-savvy accounting partner
- Acquisition entrepreneurs buying businesses in the Greater Milwaukee area who want local due diligence support
- Business owners frustrated with traditional firms who want real-time financial visibility and proactive advisory
- Companies seeking accounting technology transformation who need help implementing and optimizing modern platforms
- Small to mid-sized deals in the Milwaukee market where local knowledge and relationships add value
Potential Considerations
- Due diligence track record: While their services include DD, confirm the depth of their M&A transaction experience compared to firms that focus exclusively on transaction advisory
- Geographic scope: Their Milwaukee focus is an advantage locally but may limit their exposure to broader market dynamics for deals outside the region
- Firm maturity: As a newer, “next-gen” firm, evaluate their team depth, bench strength, and capacity for your timeline
- Industry specialization: Confirm they have specific experience in your target industry, particularly if it’s outside the typical Milwaukee business mix
- Technology vs. substance: Ensure the technology emphasis translates into better outcomes, not just better presentations. The quality of analysis matters more than the dashboards it’s delivered through
Our Honest Assessment
Squash CPA represents an exciting evolution in the accounting profession. Their commitment to bridging traditional accounting with modern technology addresses a real market need, and their Greater Milwaukee positioning gives them a meaningful advantage for local businesses and deal participants.
For ongoing accounting, tax planning, and data solutions, their tech-forward approach is genuinely differentiated and likely delivers a superior client experience compared to traditional firms. For due diligence specifically, we’d recommend having a detailed conversation about their transaction experience, team composition, and methodology to ensure they can deliver the depth your deal requires.
Their listing on VerSquare.com provides marketplace visibility and third-party validation, making it easy to evaluate them alongside other due diligence providers. The firm’s energy, modern approach, and client-centric philosophy make them worth considering—especially if you value technology-driven insights and responsive service.
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Tech-Forward Due Diligence + Smart Financing
If you’re drawn to Squash CPA’s modern approach to due diligence, you’ll appreciate GoSBA’s similarly efficient approach to financing. Both organizations understand that today’s business buyers expect speed, transparency, and professionalism. While Squash CPA analyzes the target’s financials with data-driven precision, GoSBA can simultaneously match you with the ideal lender for your specific deal structure.
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Final Verdict
Squash CPA is carving out a compelling niche as a technology-forward accounting firm in the Greater Milwaukee market. For business owners and acquisition entrepreneurs who value modern tools, data-driven insights, and responsive service, Squash CPA offers a refreshing alternative to traditional firms. Combine their accounting and due diligence capabilities with GoSBA’s acquisition financing expertise, and you have a powerful support team for your next business purchase.
