Wayfinder Consulting
Bookkeeping and fractional controller services. They handle the day-to-day books so the numbers SPM The Construction CFO works from are clean each month.
The books, the close, and what the numbers mean
Their focus is construction: trade subcontractors, suppliers and builders, including firestopping, insulation, electrical, and tiny home and ADU builders. They also work with post-seed tech startups. They work in ControlQore, plus the client's own accounting software, such as QuickBooks.
Wayfinder handles the books. SPM handles the CFO work.
Wayfinder handles the day-to-day books: bookkeeping, AP, AR, the month-end close and reconciliations, with clean books ready each month.
SPM handles the CFO work: the financial system, job costing and cash flow planning.
The client calls Wayfinder about bills, invoices and the monthly close, and calls SPM about strategy and planning.
Read about SPM The Construction CFO, or about the job cost structure the books feed.
Two short lists
- Your books are months behind or wrong and need cleaning up and catching up.
- You need ongoing bookkeeping, or someone to handle AP, AR and month-end.
- You want monthly reports and someone to explain what the numbers mean.
- You have no bookkeeper and no set processes yet.
- You want to use AI to remove bottlenecks in your back office.
- Tax returns, tax filing or tax advice: a CPA.
- Payroll: a payroll provider.
- HR: an HR provider.
- Audits, reviews or anything that needs a CPA's sign-off: a CPA firm.
- Legal questions: an attorney.
Who you would talk to
What they say about working with SPM
“Working with SPM, the contractor gets a construction CFO and a bookkeeping team that already work together, so nothing falls between the two.”
What owners ask
What does Wayfinder do that SPM does not?
Wayfinder handles the day-to-day books: bookkeeping, AP, AR, the month-end close and reconciliations, with clean books ready each month. SPM handles the CFO work: the financial system, job costing and cash flow planning. The client calls Wayfinder about bills, invoices and the monthly close, and calls SPM about strategy and planning.
Is Wayfinder only for contractors?
Construction is their focus: trade subcontractors, suppliers and builders, including firestopping, insulation, electrical, and tiny home and ADU builders. They also work with post-seed tech startups.
Which software do they use?
ControlQore, plus the client's own accounting software, such as QuickBooks.
Who do I call for taxes, payroll, HR or legal questions?
Not Wayfinder. Tax returns, tax filing or tax advice: a CPA. Payroll: a payroll provider. HR: an HR provider. Audits, reviews or anything that needs a CPA's sign-off: a CPA firm. Legal questions: an attorney.