At Waypoint Account Solutions, LLC, your Eastern Massachusetts accounting firm, our goal is to set you up with a proper business accounting model throughout the year so you can avoid unpleasant surprises at tax time. We can assist you with every aspect of your tax preparation and planning, including individual, partnership, and corporate returns.

From our Plymouth, MA office, we also offer a complete range of accounting services to strengthen your company's internal financial reporting and improve relationships with your bank and other third parties that rely on your financial information.

Business and Tax Services

Tax Planning & Preparation

WayPoint Accounting provides tax planning and preparation for individuals, corporations, S-Corps, LLC’s, and partnerships, including multi-state returns.  We take the surprise out of tax time by working with you throughout the year to project taxable income and be sure you pay the correct estimates for both federal and state income taxes.

Interim & Part-time Controller/CFO

We provide on-demand, high-level accounting expertise necessary to produce management-level financial reports that are needed to make decisions and negotiate with banks for financing.

Accounting (with a specialty in construction accounting/taxation)

Similar to providing on-demand controller/CFO services, we can help you with the ins and outs related to specialized reporting for construction firms, such as percentage of completion schedules for GAAP with tax method conversions to cash, completed contract, or accrual.

Internal Financial Reporting

Allow us to provide you with year-end or on-demand help with getting you ready for your annual, semi-annual, or quarterly financial statement audit or review. We can also provide assistance with documenting and implementing a system of internal controls that is required for a financial statement audit.

Due Diligence

We will guide you through the process of evaluating a prospective investment or business arrangement for possible omissions or misstatements so you can make an informed decision regarding the investment.

Cash Flow Projections

We will help you to develop your schedule of future cash needs for normal expenditures, capital purchases, etc. This can be weekly or monthly, and could be required for new bank financing.

QuickBooks Implementations and Training

We perform conversions to QuickBooks from other software systems, set up new business, clean up the chart of accounts, and train new personnel on best practices for your company.

Foreign Currency Translations

Financial information from foreign subsidiaries needs to be translated into U.S. currency and requires a consistent approach. We can help to develop that approach or streamline your current approach.


We will assist you in the process of consolidating or combining your affiliates into meaningful financial statements, including eliminating entries. This may also be done in conjunction with foreign currency translations.