Jeff Seargeant CPA

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 graduated with a bachelor’s degree in Business Economics from the University of California at Santa Barbara. His professional affiliations include memberships in the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.