About Waypoint Partners

Certified Public Accountants & Consultants

We are trusted advisors and accounting professionals providing audit & assurance, tax, and consulting services to help clients navigate every stage of their financial journey. From understanding where you stand today to planning for what comes next, we work alongside you to provide thoughtful guidance, practical insight, and long-term support tailored to your goals.

Why Waypoint?

A waypoint is “a specific reference point or intermediate location used for navigation along a route or line of travel.“

A different kind of accounting firm

Our motivation to be different is demonstrated in how well we serve our clients, our employees, our families and our community – we call this Inspired Service. Inspired is defined as “of extraordinary quality.”

Waypoint Partners, PLLC will be the dominant, locally owned, CPA firm serving closely owned, not-for-profit and government enterprises, and individuals throughout the markets we serve.

Exceptional Value – We provide thoughtful, experienced guidance and practical solutions that deliver lasting value beyond the services you hire us for.

Trusted Resources – Whether you need accounting expertise or connections to other trusted professionals, we’re here to provide the resources and relationships that help you move forward with confidence.

Personal Service – You’ll work directly with experienced professionals who are invested in understanding your needs and providing responsive, personalized support.

People First – We believe strong relationships are built on integrity, respect, and genuine care for the people we serve. Our commitment to our team is reflected in the experience we provide our clients.

Partnership – We strive to build long-term relationships with clients who value collaboration, honest advice, and proactive communication. Together, we work toward your financial and business goals.

What sets us apart

We believe strong client relationships lead to better outcomes. That means working with a consistent team that understands your business, being available for in-person conversations when they matter most, and providing guidance that extends far beyond a single engagement.

Waypoint is locally owned and independently operated, with no outside investors influencing decisions or priorities. Our focus stays where it belongs — on serving clients with integrity, objectivity, and long-term partnership in mind.

We do not offshore work. Your financial information, workpapers, and sensitive records remain in the hands of trusted professionals connected to our Spokane-area team, ensuring accountability, communication, and peace of mind throughout every engagement.

Our dedicated professionals in audit & assurance, accounting, tax, and consulting bring specialized expertise to every engagement. With strength across disciplines, clients gain continuity of service and access to the right guidance as their needs evolve.

We are committed to being present and engaged throughout the year — not just during deadlines or tax season. From fieldwork and walkthroughs to planning conversations and reporting, we prioritize face-to-face collaboration and responsive communication.

98%
client retention
100%
of new clients from referrals
45
team members
24
years in business
2,000
clients

Our Company History

Our firm was founded with a simple vision: to combine the expertise and capabilities of a larger accounting firm with the personalized service and lasting relationships of a local practice. After years of experience at larger firms, we believed there was a better way to serve clients, one where decisions are made locally, relationships come before transactions, and every recommendation is made with our clients’ best interests at the center.

Today, we continue to deliver the technical knowledge and resources clients expect from a larger firm while remaining accessible, responsive, and invested in the people and businesses we serve. You’ll work with a consistent team that takes the time to understand your organization, your goals, and the challenges you face. We believe the best results come from long-term partnerships built on trust, continuity, and a genuine commitment to helping our clients succeed.

Meet Our Leadership

Alicia Allen, CPA

Audit Partner

Steve Coleman, CPA

Audit Partner

Vicki Davis

Office Manager / Partner

Kristen Gerety, CPA

Tax Partner

Scott Martin, CPA/ABV, ASA

Managing Partner

Terry Whitney, CPA

Tax Partner

Advisors you actually know

You’ll always know who’s working on your account. No offshore teams, no handoffs. You get direct access to experienced CPAs who know you and your goals, and are available for an in-person chat over coffee with a view of downtown Spokane.

Industries Served

With experience serving businesses across a broad range of industries, our CPAs understand that every organization faces unique challenges and provide informed, practical guidance tailored to your needs.

401(k) Plan Audits

Automotive Dealerships

Construction

Credit Unions

Healthcare

Hospitality

Labor Unions

Manufacturers

Multiple Employer Welfare Arrangements

Nonprofit Organizations

Retail

Real Estate

Schools

Taft-Hartley Multiemployer Plans