Frequently Asked Questions:

We start with a no-cost, no-stress consultation to learn about your business, what’s working, where you’re feeling pressure, and what you’re trying to accomplish. You don’t need to diagnose the problem or know which service you need before reaching out. From there, we’ll determine whether Wayfinder is a good fit and what the right next step may be. And if we’re not the right fit, there’s a good chance we know someone who can help. Our goal is to point you in the right direction—even when that direction isn’t us.

Yes. Wayfinder is based in Canfield, Ohio, and works with businesses and business owners locally throughout the Mahoning Valley as well as remotely across the United States. Many of the financial and operational services we provide can be delivered effectively without requiring an in-person office visit.

Yes. Wayfinder's work can complement the services provided by your CPA or tax professional. We focus on maintaining accurate, useful financial information and supporting the ongoing financial and operational needs of the business, while CPAs and tax professionals may provide specialized services within their areas of expertise. When appropriate, having accurate, organized information can also make collaboration among the professionals supporting your business easier.

That's okay. Many business owners recognize the problem before they know what service would solve it. You may know that your books don't feel reliable, your reports aren't helping you make decisions, too much administrative work is falling on you, or you simply don't have enough visibility into the business. We'll start with the problem, not a predetermined service, and help determine the most appropriate next step for your business.

No. Some businesses come to Wayfinder because they want ongoing support maintaining already-organized books. Others come to us because their bookkeeping is behind, accounts don't reconcile, reports don't look right, or they aren't confident they can trust the numbers. When cleanup or catch-up work is needed, we can address that first and then determine what ongoing support makes sense.