We are not your CPA, and we are not your “financial advisor” in the Wall Street sense. We make it simple. We assess your financial position and provide you with the tools to take your company to the next level of financial success.

Welcome to Haliburton Financial Services

HOW DO WE DEFINE FINANCIAL SUCCESS?

  • Optimized Profits
  • Efficient Use of Resources
  • Debt Elimination
  • Defined/Automated Processes
  • Positive Working Environment:
    • Employee Retention/Happiness
    • Customer Satisfaction
  • Societal Contribution
  • You sleeping peacefully at night!
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ONSITE CONSULTING

What differentiates us from other financial consultants is our desire to work onsite, alongside you and your employees, to better understand your work environment, your culture and the challenges you face on a daily basis.

One thing we are not are CPAs: We specialize in private accounting while CPAs specialize in public accounting. Public accounting is focused on external reporting (taxes, auditing, compliance) while private accounting is more focused on the true health of the organization (internal controls, efficiencies, profit margins, industry standards). We do not eliminate your need for a CPA; however, we do decrease the need for CPA involvement beyond tax preparation.

RECONSTRUCTING FINANCIAL STATEMENTS

We revise your financial statements to more accurately reflect your business activity; allowing you to gain understanding of your profit margins by product or service type, track your financial growth, and utilize your financial data to make informed decisions.

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PROFIT OPTIMIZATION

We analyze your processes, focusing on areas that directly impact your profit. By embracing efficiency and increasing controls, we will work conjointly with you to reduce overhead and eliminate corporate headaches.

MEET THE FOUNDER

Stefanie Haliburton

I created this company because of my passion for helping business owners turn their company into the dream that they have always envisioned. My goal is to develop a financial structure within your organization that will optimize your profits, encourage efficiency, and allow you to focus on cultivating your passion and achieving unparalleled growth.

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Get started with Stefanie today!