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. 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.
Listed skills include Cpa, Accounting, Financial Reporting, Management Consulting, and 21 others.