Financial Guidance – CPA Lead – for Life’s Major Transitions
Imagine this is you in the picture above. You’re up early to watch the sunrise because you had another restless night’s sleep. Weird dreams and obsessive thoughts alternating between the pain you are feeling and the anxiety of dealing with the money issues that you now in charge of.
Looking out over the lake with the birds singing and the wind warming as the sun rises, you just don’t feel like you should with all of this beauty surrounding you. You want to feel again, and laugh, and feel happy. If only you knew where to begin.
I’m Stephen Hartfield. Along with my wife, Sheryl, and our staff, we would be your Financial Therapy team to help you get started back on the path to renewal and control.
Financial Therapy is a new field where we – as financial professionals – help get the financial side of your life organized, build a framework for your future use and help you navigate your immediate challenges.
Getting Started: to help you get started, we have created a free, no-obligation Personal Financial Reflection. You can access it here: [.pdf]. This will serve as a common psychological tool – journaling. Think of this worksheet as the financial equivalent of journaling.
If you have any questions while you are preparing the form, then please contact us at:
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.”