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Financial Guidance for Life’s Major Transitions

Imagine this is you in the picture above. Once again, you’re awake before sunrise after another restless night. Thoughts of loss, uncertainty, and financial questions fill your mind. You urgently need a path forward -but where do you begin?

I’m Stephen Hartfield. Together with my wife, Sheryl, and our staff, we help individuals navigate life’s major transitions through thoughtful financial guidance, financial therapy, and practical planning.

To help you get started, we invite you to complete our complimentary Personal Financial Reflection.

Financial Therapy for the Divorced

Divorce is more than a legal process—it is a financial and emotional transition. We provide a safe, judgment-free environment where you can discuss your concerns, understand your financial position, and develop a practical plan for moving forward with confidence.

Financial Therapy for the Widowed

The loss of a spouse often brings difficult financial decisions at a time when clear thinking can be challenging. We help you organize your financial life, evaluate your options, and create a path forward while honoring the life you have built.

Property Settlement Analysis

Before signing a settlement agreement, it is important to understand the financial consequences of each option. We analyze assets, liabilities, income, taxes, and long-term financial implications so you can make informed decisions during the divorce process.

Traditional CPA Advisory Services

Our firm continues to provide the professional tax, accounting, and advisory services that clients have trusted for decades. Whether you need tax preparation, business consulting, accounting assistance, or financial guidance, we are here to help.

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

Rolling cash flow forecasts so you can plan payroll, purchases, and owner draws without surprises.

Cash Inflows and Outflows

Regular check-ins to review your numbers, spot trends, and decide what to do next with your money and your business.

Moving Forward

In this step we discuss how to get out of your own way. We will focus on the getting back to a normal routine.

A Checklist for your New Life

Based on our discussions, these will be points that you should refer to regularly to stay focused and prevent emotion from derailing you.

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

Choose the right accounting stack and set it up to support clean reporting and decisions.

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Accounting Clean Up

Get your books back on track so your reports are accurate, timely, and usable.

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Tax Planning

Proactive planning built around your numbers—so you can avoid surprises and keep more cash.

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Data Analysis

Turn operational and financial data into dashboards, insights, and better decisions.

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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.

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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.

— 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