Stephen R. Hartfield, CPA
Financial therapist
Professional Summary
Stephen R. Hartfield is a seasoned Certified Public Accountant (CPA) with over four decades of experience in tax, accounting, and financial management. His extensive background includes leading financial operations for diverse industries, ranging from real estate coaching to electronics distribution and metals importing. Stephen’s expertise lies in his strategic approach to financial oversight, operational efficiency, and client-focused tax services for small to medium-sized businesses.
Core Competencies
- Tax Planning & Compliance
- Financial Reporting & Analysis
- Budgeting & Forecasting
- Strategic Financial Management
- Accounting Software Proficiency
- Leadership & Team Management
- Client Relationship Management
- Business Operations Optimization
Career History
Hartfield & Company CPAs, PC
Owner/Operator
June 2009 – Present
- Specializes in providing comprehensive tax, accounting, and coaching/mentoring services to small and medium-sized businesses.
M. Blank & Company, CPAs
Tax Manager
December 2008 – June 2009
- Managed the review and preparation of various tax returns, including individual, corporate, partnership, and trust returns.
The Mike Ferry Organization
Controller / Chief Financial Officer
June 2007 – October 2008
- Directed financial operations for a $35 million residential real estate agent coaching and training company.
- Managed a team of 10, handled monthly financial closings, year-end audits, cash flow monitoring, and banking relationships.
Princeton Digital (formerly Princeton Graphics Systems)
VP Finance and Administration
July 2005 – June 2007
- Oversaw financial and administrative functions for a $75 million LCD computer monitor importer and distributor.
- Implemented organizational and software changes to improve accounting processes and supplier relationships.
Specialty Metals, Inc.
Chief Financial Officer / General Manager
February 2000 – May 2005
- Led financial and operational aspects of a $10 million metals importing and distribution company.
- Negotiated international contracts and managed budgeting, purchasing, and overall company operations.
S. R. Hartfield, CPA
Owner/Operator
January 1984 – January 2000
- Operated a successful CPA practice catering to small business clients with a focus on tax and accounting services.
Redwitz & Company, CPAs
Staff Accountant
October 1981 – December 1983
Moss Adams and Company
Staff Accountant
December 1979 – September 1981
Education
California State University, Fullerton
Bachelor of Arts in Business Administration, Concentration: Accounting (1980)
Certifications
Certified Public Accountant (CPA)
- Certified since 1982, Active Status
Computer Proficiency
- Excel, Word
- Microsoft Dynamics (Great Plains), Microsoft CRM
- FRx Report Writer, SBT/AccPac, Peachtree, QuickBooks Pro, Macola
- Windows Networking
Stephen R. Hartfield combines in-depth technical knowledge with practical business acumen, making him a valuable asset for any organization seeking expert financial and operational guidance.
Sheryl L. Hartfield
Financial therapist
Sheryl Hartfield holds an undergraduate degree in public administration and two masters – Public Administration and Hospital Administration – from the University of Southern California (USC).
She successfully ran her own business for 10 years.
Sheryl expertise is assisting clients with finding successful candidates, obtaining legal or other specialized providers to complement our services as needed.
Sabrina Mand
CPA candidate with five years oF EXPERIENCE.
Sabrina started with our company while she was completing her senior year at California State University at Fullerton (CSUF).
As the new generation at Hartfield & Company, Sabrina has worked closely with Stephen to not just learn about financial statements and tax returns, but she has been encouraged and guided to continue to take on more responsibilities. Her training using the Socratic method has taught her how to think on her feet and to break down complex situations into client sized bites.
