BOOKKEEPING | FORECASTING

DONE RIGHT

Waypoints Financial takes the stress out of bookkeeping for small business owners. We provide accurate, customized financial reports through QuickBooks Online, giving you the clarity and confidence to grow.

Our Services

Bookkeeping

Ongoing Bookkeeping Support

  • Transaction Categorization

  • Bank & credit card reconciliation

  • On time financial reports

  • On-demand support

Cleanup & Catchup

Need to get caught up for taxes or a loan?

  • Clean up prior periods and ensure accuracy of financial data

  • Mass transaction upload

  • Reclassing and categorization of account

Forecasting

When you need to go a step Further

  • Customized forecasted based on your businesses unique inputs

  • 3 statement connected models

  • Professional guidance & analysis of outcomes

The Process

  • It starts by reviewing your financial systems together. We ask questions to learn what matters most to you. That allows us to align goals and create a strategy just for you.

  • We provide an initial analysis from our Financial Health Assessment. If you love our insights and recommendations, we will present a formal proposal to you.

  • You loved our insights! We will present a formal proposal to you with the specific Waypoints we plan to implement. Designed just for your business., it’s Your Route Forward.

  • Get the financial clarity your business demands and make the informed decisions to profitably drive your growth!

About the Founder

Chris Cranton

Chris is a finance and accounting executive with deep expertise in technology and service-based companies.

He has built and scaled financial systems for businesses ranging from pre-revenue startups to $200M+ in annual revenue and has raised over $100M in capital, successfully managing multiple private equity exits.

He launched Waypoints Financial with a simple mission, help business owners gain clarity into their financial information and unlock growth.