FREQUENTLY ASKED QUESTIONS

Full-time employees require attention to train, manage and ensure they are providing the services you need. With employees, you also have the additional costs of benefits and payroll taxes. Finding qualified individuals at the right price doesn’t always lead to a positive outcome. Outsourcing your accounting services not only allows you to pay for only what you need, but also provides you access to all the levels of accounting staff, from data entry and managing the day-to-day responsibilities, to experienced CPA-level controllers and CFOs who will help with analysis and projections. We deliver both the essential accounting functions as well as valuable insight to plan for the future.

We want to complement the traditional services your CPA provides with a focused, daily view into your finances and operations. Waypoint Solutions has the consulting experience, knowledge and back office accounting processes to provide more timely financial insight than a traditional full-service CPA firm that is continually distracted by tax compliance deadlines. Our focus and scope of services allows you to have a trusted business advisor with intimate day-to-day knowledge of your business processing operations and financial position.

• You still have 100% control of all the decisions, your data and bank account information. We document all procedures and prepare checklists for recurring tasks. Our clients tell us they actually gain more control by outsourcing these functions.
• Many accounting departments don’t look at their role as one of internal customer service; we do. You’ll have access to our dedicated team of client representatives who will respond quickly to any questions, services or additional work you may need. You’ll also have accurate, up-to-date financial information at all times via a dashboard reporting.

We utilize online, direct access tools whenever possible and incorporate a paperless management system that has secure portal access for the transfer of documents. We also accept email, fax and scanned documents. We typically access your bank statements and credit card statements online, so that we can automatically review those at regularly scheduled times. During our initial assessment phase, we will establish your preferred protocols.

The Waypoint Way is heavy on client communication. We will keep you informed at all times of various tasks with email notifications to appropriate management on a daily, weekly or monthly basis. Additionally, you will have regular interactions with a Waypoint team member and partner.

We use a variety of industry leading highly secure technology solutions, to process your bills, manage your books and handle the workflow around your accounting process. Many of these applications are preferred providers of the AICPA with security features including 256-bit SSL encryption technology mirroring the banks, firewalls and intrusion detection devises, and offsite continuous backup. These solutions can be integrated into some of your existing applications when appropriate. But, you won’t need to worry about the applications: we’ll provide you easy access to the tasks your team needs to perform and the information that will help you make timely, informed business decisions.

Absolutely, but our experience tells us that you’ll soon be able to redirect some internal employees to other roles.

Accounting is our only business. We have systems and processes in place that will make your accounting operations highly efficient. Our scalable solution lowers overhead, provides both peace of mind and the financial intelligence to allow you to concentrate on growing your business.