ABOUT THE FOUNDERS
In 1991, Gregg Kaufman and Jeff Seargeant formed a partnership and began offering tax preparation and related financial advisory work as part of a traditional CPA firm. Over the years, they noticed that many of their clients were struggling with their bookkeeping and accounting operations. These critical business elements were often disorganized, inefficient and lacked systemized processes. As Gregg and Jeff assisted their clients with these common problems, they designed a model that would guide them in the development of Waypoint Solutions. Inspired by this new mission, years of experience and a successful partnership dating back to their high school tennis team, they launched Waypoint Solutions.
The Early Years
Talk about a winning team …
Jeff and Gregg met on the high school tennis court and had great success playing in LA City Championship tennis tournaments. Doubles is all about teamwork, trust, working toward a common goal and having your partner’s back. This came easy to them and their friendship grew, along with their success as a winning team. When they both became CPAs, they found they had a lot more in common, too.
After working for various CPA firms and gaining private industry experience, Jeff and Gregg realized they wanted to be entrepreneurs. Their goal: to help other entrepreneurs create success in their businesses.
They began their successful 20+ year business partnership on the tennis court with just a handshake. The same qualities that helped them win at tennis also helped them form and maintain a successful business partnership.
Gregg Kaufman, CPA
Gregg Kaufman is a CPA with over 25 years of experience. He has provided clients with an array of accounting and business advisory services that include outsourced accounting, tax planning and compliance, financial management, and consulting on acquisitions and sales including recapitalizations and other liquidity events.
Early in his career, Gregg recognized the potential of technology to offer business owners new levels of access to real-time information and a high-level view of their financial picture. He co-founded Waypoint Solutions with a vision to blend cloud-based technology with his financial experience to provide unique outsourced accounting solutions for closely held businesses.
Gregg’s industry experience includes professional services, entertainment, restaurants and medical practices among others. For over 15 years, Gregg directed Kaufman & Seargeant’s USC tax program. K&S partnered with the USC Credit Union to provide tax and accounting services to its membership and alumni at the credit union branches.
Gregg earned a B.S. at the University of California at Berkeley and an MBA at the University of Southern California. He is a member of the AICPA and the California Society of CPAs. In addition, Gregg is a Chartered Global Management Accountant (CGMA).
He is active in sports and plays tennis and ice hockey. He and his wife of 26 years live in Westlake Village, California and have two children in college.
Jeff Seargeant, CPA
V-Card
Jeff Seargeant is a CPA and Chartered Global Management Accountant (CGMA) with over 25 years of financial experience providing income tax planning and compliance for corporations, partnerships, high net worth individuals and investment funds. As the co-founder of Waypoint Solutions, he helped create a better way for businesses to handle their accounting and financial management through outsourcing in a cloud-based environment.
In his role as outsourced CFO and business advisor, Jeff brings significant experience and financial insight to help his clients understand and fulfill the potential in their businesses. For over a decade, Jeff served as the outsourced CFO for a top 100 independent financial advisory services firm. When the firm was acquired by a publicly traded financial institution, Jeff continued in his role for another six years during the earnout period. His specialties include financial reporting, accounting and tax structuring, due diligence matters and management consulting.
Jeff holds a B.A. in Business Economics from the University of California at Santa Barbara and is a member of the California Society of CPAs and the AICPA, where he sits on the organization’s Digital CPA Advisory Board.
Sports continue to hold an important place in Jeff’s life as he enjoys boating, skiing, and tennis. Jeff is married with two sons and is a resident of Thousand Oaks, California.