A Boutique Tax & Accouting Firm
Owned & Operated by CPAs
About Waypoint
Waypoint is a Tax & Accounting platform that partners with CPAs to drive operational excellence, accelerate growth and champion innovation.
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M&A Services
Our in-house team specializes in due diligence and business valuations services.
CFO Services
Strategic financial planning for business in growth, restructuring, or disposition mode.
Accounting Services
Comprehensive bookkeeping, financial statement preparation, and advisory services.
Tax Services
- Expert tax preparation, planning, and compliance for individuals and businesses of all sizes.
Our Partnership Model
Waypoint CPA is creating a platform larger than the sum of its parts by partnering and taking a stake in established firms.
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This approach enables the benefits of belonging to a large organization; it is reflected in the quality of our services, our deeper pool of talent, and the quality of our processes.
We offer CPAs the opportunity to expand their client base and offload their back-of-house, letting firms focus on your clients. ​​​
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We are always looking for new partners. Join us!
Two Types of Partnersips
Waypoint invests in CPAs to accelerate the growth of their practices; CPAs keep control of their day-to-day and access exit solutions that work for firms and clients alike.
