Mission
We work alongside growing businesses as proactive financial partners, helping owners stay ahead of challenges, protect profits, and build lasting wealth.
About Square Books
We're a small team led by founder Joseph Shawver — a fractional CFO who'd rather help you understand your numbers than impress you with them. No jargon. No long contracts. Just practical, plain-English guidance from someone who's sat across the table from owners under real pressure.
Mission
We work alongside growing businesses as proactive financial partners, helping owners stay ahead of challenges, protect profits, and build lasting wealth.
Vision
A future where every growing business has a trusted financial partner in their corner — not just to survive the challenges of building a company, but to thrive beyond them, creating businesses that are financially resilient, personally rewarding, and built to last for generations.
Our core values
Five principles that shape how we work, how we hire, and how we show up for clients.
We are open, honest, and free of hidden agendas.
We measure success by the work delivered, not the hours logged.
Every opinion is heard and every idea is taken seriously.
We are accountable because we care, not because we are watched.
We never stop learning and we grow alongside each other.
Our story
Square Books was founded by Joseph Shawver on a simple idea: small business owners shouldn't have to choose between doing what they love and keeping their books in order.
Nine years later, we've helped 40+ owners get their finances on track — HVAC and plumbing companies, general contractors, electricians and other trades, service-based businesses, and the nonprofits in our community — without locking anyone into long contracts or rigid systems.
Our promise hasn't changed: take the books off your plate, surface the story your numbers are telling, and help you keep more of what you make.
A note from Joseph
"Most owners I meet aren't bad at business — they're just tired and overwhelmed. My job is to take the books off your plate and turn the numbers into something you can actually use."
Media & Interviews
A growing library of podcast appearances, interviews, speaking engagements, and educational videos from Joseph and the Square Books team.
Hear directly from Joseph about the story behind Square Books and his approach to helping business owners understand their numbers and make more confident financial decisions.
Ready when you are
See where your money actually goes. Two years of your numbers, reviewed by a fractional CFO — completely free, no obligation.
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