Our team

Real humans behind your books.

You'll know our names. We'll know yours. That's how good bookkeeping should feel.

Meet the team

Joseph Shawver, Founder & Fractional CFO at Square Books

Joseph Shawver

Founder & Fractional CFO

Joseph founded Square Books on a simple idea: business owners shouldn't have to choose between doing what they love and keeping their books in order. A Certified Fractional CFO with nearly 10 years of accounting and financial experience, he has helped over 40 businesses get their finances on track — including one client who improved cash flow by nearly $50,000 and paid down $30,000 in debt in 10 months. Published co-author of "Lead Loud: Entrepreneurs Building Legacy Through DRASTIC Leadership." Born in Montana, father of four, third-generation in the same family home, and a hobbyist woodworker.

Read Joseph Shawver's full bio
Adelynn Shawver, Administration at Square Books

Adelynn Shawver

Administration

Adelynn keeps Square Books LLC running like clockwork. With a talent for organization and proactive problem-solving, she manages operations with precision. She is passionate about building meaningful client relationships and ensuring every client feels supported from day one.

Lenjemy Lavador, Executive Administrator at Square Books

Lenjemy Lavador

Executive Administrator

Lenjemy supports the team at Square Books as an Executive Administrator, helping keep things organized and running smoothly behind the scenes. She brings over 10 years of Marketing experience, recently completed her degree in Marketing Management, and is currently pursuing her MBA. Outside of work, she enjoys reading, watching Chinese dramas — which inspired her to start learning Mandarin — and travelling with her daughter, who is her biggest motivation.

Jillian Basner, Content Writer at Square Books

Jillian Basner

Content Writer

Jillian supports Square Books LLC as a blog writer. Her attention to detail ensures that HVAC business owners receive accurate information on important topics related to business finances and bookkeeping. Outside of work, she enjoys spending time with family, and hopes to publish a book before turning 30.

Jackielyn Miguel, Bookkeeper at Square Books

Jackielyn Miguel

Bookkeeper

An accountant with many years of experience across diverse business industries. Jackie is driven by a passion for continuous learning and always seeks out new professional opportunities to grow. Family is her core inspiration in everything she does.

Donellene Bartolo, Bookkeeper at Square Books

Donellene Bartolo

Bookkeeper

Don has been a bookkeeper and accounting consultant since 2018, certified in both QuickBooks and Xero. She is currently pursuing her Certified Management Accounting (CMA US) designation. Outside of work, she enjoys reading and painting.

Catherine Salvador, Bookkeeper at Square Books

Catherine Salvador

Bookkeeper

Catherine brings several years of bookkeeping experience and a solid command of QuickBooks Online and Xero. She takes pride in maintaining accurate, well-organized records and enjoys collaborating with teams to keep day-to-day operations running smoothly.

Alreign Hilaro, Bookkeeper at Square Books

Alreign Hilaro

Bookkeeper

Alreign has been working in accounting since 2016 and thrives on continuously learning and exploring new areas within the field. Outside of work, she loves spending time with her dog and heading to the beach whenever possible — her way of recharging and staying inspired.

Jenna Olsson, Admin, Bookkeeping Support at Square Books

Jenna Olsson

Admin, Bookkeeping Support

Jenna is constantly looking for ways to better manage daily office operations and maintain accurate financial documentation. Known for strong organizational abilities and delivering dependable support in fast-paced environments, with a commitment to efficiency, accuracy, and professional client service. Outside of work, she is always outside reading a book or going for a run.

Rejina De Guzman, Bookkeeper at Square Books

Rejina De Guzman

Bookkeeper

Rejina has built several years of experience across accounting and bookkeeping. As a lifelong learner, she is always interested in learning new tools and finding more efficient ways to manage processes and stay organized. Outside of work, she loves spending time with her nephews, taking nature trips, and enjoying a good cup of coffee.

Ready when you are

Good sales but no cash?

Your Discovery Call is a 45-minute video conversation about where your HVAC business stands and where you want it to go. If it's a fit, we'll offer a paid Financial Assessment. You keep the assessment whether or not you hire us, and if you sign on, the fee is credited toward your first month.

45-minute video call · No records required · No obligation · Reply within 24 hours