About Meredith McCay

Big-company financial discipline, adapted for growing businesses.

Founder Meredith McCay brings more than 15 years of finance leadership experience across complex Fortune 500 organizations. She translates the most useful financial disciplines from large corporations into practical systems that fit growing businesses.

As a Certified Management Accountant and QuickBooks ProAdvisor, Meredith helps owners gain reliable numbers, efficient financial operations and useful information without unnecessary complexity.

Based in the Charlotte region, Waypoint Finance Advisory serves businesses across the Carolinas and remotely.

Meredith McCay, founder of Waypoint Finance Advisory
Meredith McCay Founder

Credentials & certifications

Experienced judgment, supported by current expertise.

Professional credentials reinforce the practical financial, accounting and advisory experience behind every engagement.

Certified Management Accountant badge Certified Management Accountant
QuickBooks ProAdvisor certification QuickBooks ProAdvisor
Intuit QuickBooks Certification Level 1 QuickBooks Certification Level 1
Intuit Bookkeeping Certification Intuit Bookkeeping Certification

Ready for your next stage

Build financial systems that grow with your business.

Explore Waypoint’s services or tell us what is creating friction. We will follow up to discuss your needs and the most practical next step.