Financial Guidance – CPA Lead – for Life’s Major Transitions
If only life came with an owner’s manual or a “Frequently Asked Questions – for “Your” life”, these life transitions would be easy to overcome. My guess is that AI has this tucked away somewhere within its diodes and transisters.
As humans, we just have to hope that the pain goes away by itself or gets better with each new sunrise as our alter-ego in the image above tries to do.
The good news is that you are not alone. No, far from it.
For the emotional pain, anxiety, tears, longing, guilt, there are more therapists now than ever before and they have training that is light years ahead of those in therapists from the 1950’s and ’60’s. A good therapist can help you channel these emotions in ways that help them move on. And, of course, there are a lot of other resources available depending on your needs.
A big part of the healing process relates to your finances. If you are one of the few with unlimited money, then you probably wouldn’t be reading this webpage. So, the assumption is that money and the security and comfort that it affords you is an important part of your life. This is where we come in.
I’m Stephen Hartfield. I can help you take back control of your finances. In the beginning, these might be as simple as just getting an inventory of what you own, what bills you have to pay on a regular basis and get a general sense that you won’t be thrown out of your home tomorrow. And then, as time goes by (apologies to Duelly Wilson of Casablanca) we can advance from dealing with the here and now and start looking at your bright future.
Of course, since we are a CPA firm, we can also assist with a whole host of things, such as review a property settlement agreement or a living trust.
A practical approach to defining what you have, what you’re getting, and how to move forward.
Take Account of Your Assets
Cash Inflows and Outflows
Moving Forward
A Checklist for your New Life
Financial Therapy for the Divorced or Widowed
A practical approach to defining what you have, what you’re getting, and how to move forward.
Take Account of Your Assets
Cash Inflows and Outflows
Moving Forward
A Checklist for your New Life
Take Control of Your Cash
Focused support to help you smooth out cash flow shortfalls, plan ahead, and grow with confidence.
Forecasting
Cash Flow Coaching
Cash Flow KPIs
Other Specialized Services for Businesses
This suite of services is geared towards things that are traditionally not offered by CPA firms. Our firm does not prepare tax returns, so we are able to spend time year round for your business.
Accounting Software Evaluations
Accounting Clean Up
Tax Planning
Data Analysis
IMPROVE YOUR CASH FLOW
For Small to Medium-Sized Companies, our CPA/CFO firm, can provide experty guidance to improve your Cash Flow.
NEED AN AFFORDABLE, INVENTORY-FIRST, ERP
We are proud partner with CustomBooks. Aside from the incredible inventory capabilities, you can also get customization. Something not available from other mid-tier ERP systems.
Featured Testimonials
Trusted by Clients for Over 30 Years
“Our company has worked with Steve Hartfield and his team for over 30 years. His expertise in accounting and navigating constantly changing tax laws has been invaluable. Beyond the numbers, Steve has been a trusted advisor for major business decisions, helping ensure our strategies align with our financial position and tax basis. He is worthy of your trust and guidance for the future of your business.”
— Mark Cook
“Steve is far more than an accountant. He is business-savvy, precise, and deeply knowledgeable in accounting, finance, and software systems. He helped implement better financial systems, reduced costs with practical solutions, advised us on auditors, and even trained our team on receivables and payables.
“Steve is far more than an accountant. He is business-savvy, precise, and deeply knowledgeable in accounting, finance, and software systems. He helped implement better financial systems, reduced costs with practical solutions, advised us on auditors, and even trained our team on receivables and payables.
— Stephen Poludniak, Director of Finance & Administration
“We’ve worked with Steve since founding our company in 2016, and he has been an integral part of our success. He provides true CFO-level guidance that goes far beyond traditional accounting.
Steve helps us understand legal and tax implications before making decisions, keeps our books in excellent shape, is always responsive, and finds cost-effective solutions for our financial needs. We trust him as a one-stop advisor for all accounting and finance matters. Highly recommended.”
— Ted Cheng, Pieology Franchisee
About Us
At Hartfield & Company CPAs, PC, we specialize in CFO advisory services for SMBs, ensuring positive cash flow and profitability through sound financial practices.
Client Feedback
”Hartfield & Company transformed our financial strategy and boosted our profitability.”
”Their CFO advisory services provided invaluable insights for our business growth.”