WayPoint: Affordable, Light Touch Advice and Accountability
Help to get your business working for you?
● Is it delivering you the income you need to live your best life?
● Is it giving the lifestyle you hoped for? ● Or, is it consuming your life, not adding to it?
Stuck on the business treadmill?
Managing your business without ongoing advice can feel a lot like running on a treadmill: lots of effort, no real progress.
Does any of this sound familiar?
You're running the numbers, not the businessYour accountant hands you figures once a year, and that's it. By the time you see them, the moment to act on them has already passed.
You know the numbers, but not what they meanYou can see the profit, the costs, the cash, but no one's translating that into what it actually means for your next move.
You're busy, but not moving forwardYou’re working flat out. Long hours, constant firefighting, yet there’s no clear plan pulling it all together, so the effort doesn't turn into progress.
You're on your ownNo one's checking in, holding you accountable, or making sure your good intentions actually turn into action and results. So progress quietly stalls.
The result is a year later, you're in the same place, just more tired. You know the business has the potential to give you the lifestyle you want, but it's just out of reach.
Meet James, our Head of WayPoint
James Marchant, Director and our Head of WayPoint
You come first, the numbers follow
"Most accounting firms open the conversation with your figures and never really move past them.
We open with a different question entirely:
Is your business making you happy?
That's where we start. Before a single number gets discussed, we want to know what life you're actually working towards, what freedom looks like for you, what fulfilment means, what your version of success actually is.
Your numbers were never the finish line. They're just the route.
The life you're building is the destination."
James Marchant
WayPoint: affordable, practical help to succeed
What is it and how does it help?
WayPoint builds on your Better Business, Better Life Meeting (which all clients get as standard), where we make sense of your accounts and review and map out how your business is working for you.
It's often at this point clients realise a little help and accountability can help them make that breakthrough.
That's why we've created WayPoint.
WayPoint
What does it involve, and how does it help?
WayPoint is a light touch accountability and advisory service for owner-managed businesses.
You need to have solid, up-to-date bookkeeping and be on Xero(If that's not you right now, don't worry we can get you there).
What's more important is a desire to make things better and a commitment to do the work involved.
What WayPoint Gives You:A simple but powerful, structured 12-month plan.”
Quarterly Accountability / Review / Planning Meetings Did you do what you agreed to?Did it generate the results forecast?Should you continue on the plan or pivot and revise your actions?
Focused on the numbers that drive progressWe agree and measure the big 4 numbers (KPIs: Key Performance Indicators) in the business, every quarter.
AccountabilityIt's difficult to keep to your commitments when you're busy and taking all the responsibility. There's always a good reason to say, "Well, I'll start next month."
That's why your client manager meets with you online every three months. They'll check in on progress, not just hand you a to-do list and disappear.
Making sure your numbers have meaning
We know that the traditional way financial information is presented is difficult to understand.
So we do everything we can to avoid accountants' jargon, and demonstrate what's happening in your business.
We ask the questions most accountants never ask
Because the numbers are only half the story
Picture creating a business that serves you and the lifestyle you want.
Imagine being able to deep dive into every part of what's really driving your business and coming out the other side with a plan that feels attainable, keeps you motivated, and holds you accountable every step of the way.
We start with the fundamentals.
Satisfaction and fulfilment — how energised or drained you feel by the business right now
Confidence in the future — what's shaping your belief, or your doubts, about where things are heading
Time commitment — whether the business is leaning on you more than you'd like
Personal financial planning — whether your business and personal finances are actually working in step with one another
Personal financial benefit — whether the effort, risk and responsibility you're putting in is giving you back the return you deserve
From there, we work with you to build that plan setting, the KPIs that actually matter and, most importantly, keeping you accountable to them.
Because ultimately, the numbers are only half the story. The real question is: Is your business making you happy?
WayPoint helps you get there.
Expect More
We believe you should expect more than the "basics" from your accountant.
Your accountant is in a unique position to help your business.
They know you and your numbers, but do they know your ambitions and hopes for the future?
Advisory support is too much of an investment for many business owners, that's why we provide a foundational level of advice as standard, with more support for companies that are ready for it. If you're frustrated with your progress, WayPoint is an affordable option to help reach your potential.
FAQs: Your Questions Answered
What's included in a WayPoint quarterly meeting?
Each quarter we sit down with you to review progress against your 4 focus KPIs, look at what's working, and reset priorities for the next quarter — so you always know where you stand and what to do next.
What are the 4 focus KPIs and who decides them?
We work with you to choose 4 metrics that matter most to your business and your goals. These are tracked every quarter so you can see clear, measurable progress rather than guessing.
What's the difference between WayPoint and Advisory as Standard?
Advisory as Standard covers the essentials — understanding your figures and having support on hand once a year. Waypoint builds on this with quarterly strategic planning, 4 tracked KPIs, and ongoing accountability throughout the year.
Do I need to be using Xero to sign up for WayPoint?
Yes — Waypoint is designed for owner-managed businesses with Xero and solid bookkeeping in place, so we can track your numbers accurately and turn them into a workable plan.
What happens if I'm falling behind on my plan between quarterly meetings?
Waypoint isn't just about setting a plan and leaving you to it — we check in on your progress, not just hand you a to-do list. If you're falling behind, we'll help you get back on track before the next quarterly meeting.
What happens next?
If you would like to find out how we can help, let's talk.
Get in touch
Click on a button below to call us now, arrange for us to call you back or send us an email.
Get a time in your diary
We'll arrange a convenient time to sit down with you and find out what you are trying to achieve.
Get the ball rolling
Assuming we think we can help and you're happy to proceed, we are up and running together.
Phone
Address
Market House,10 Market Walk, Saffron Walden, Essex, CB10 1JZ
Hours
9:00 AM - 5:30 PM