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Waypoint Advisory Services

Specialities :
Annual agreed upon procedures reviews
Periodic internal control testing
Annual bank secrecy act (bsa) testing / training
Automated clearing house (ach) testing
Compliance reviews and policy development

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Waypoint Advisory Services

What does Waypoint advisory services do?+

Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, specializing in audit procedures, training for both staff and directors, compliance reviews, internal control testing, policy development, & consulting, including long-term strategic business planning. In order to expand and to begin taking on employees, in 2011, Waypoint Advisory Services, Inc., was formed as a combination of Barret T. Lynch, LLC, and Greg R. Schmidt,...

What are Waypoint advisory services's specialties? +

Annual agreed upon procedures reviews,periodic internal control testing,annual bank secrecy act (bsa) testing / training,automated clearing house (ach) testing,compliance reviews and policy development,facilitated strategic planning sessions,and opinion audits

What is Waypoint advisory services's revenue? +

Waypoint advisory services's revenue is 11m - 100m

What is Waypoint advisory services's company size? +

Waypoint advisory services has 11 - 50 employees.

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