Cofield Advisors

At Cofield Advisors, we understand the struggles that creatives face when it comes to managing their finances. As a creative person, finances and taxes can be overwhelming and stressful. That's why we're here to take the weight off your shoulders. Our mission is to free creatives from financial stress and help them save thousands on taxes in the process.

Our Story

Our founder, Carter Cofield, is a certified public accountant (CPA) and personal financial specialist (PFS) who has dedicated his career to helping creative entrepreneurs thrive. As a creative himself, Carter understands the struggles that come with managing finances, and he's passionate about making financial guidance accessible to creatives.

Our Team

At Cofield Advisors, we're not just a team of professionals - we're a team of creatives who understand the unique challenges that creatives face. Our team includes Jeff Badu, our head of tax operations, who specializes in tax preparation, tax planning, and tax representation; Ariana Taylor, our business development and formation specialist, who can help form and maintain business entities across all 50 states; and Anna Murphy, our lead bookkeeper, who keeps our clients' books organized and up-to-date. Together, we're dedicated to providing top-notch financial guidance and support to creatives.

What We Do

We offer a range of services designed to help creatives manage their finances, including:

• Annual Retainer Service: Our all-in-one service model provides year-round financial, accounting, and tax services, resulting in significant cost savings and reduced stress.

Our Jump Start Plan offers a shortcut to financial clarity, providing two 60-90 minute video sessions and an in-depth discussion of 2-3 pressing financial topics.

We're proud to serve creatives in the entertainment, writing, and social media industries who earn six figures or more. Our clients include movie/tv writers, producers, actors, entertainers, and social media personalities.

Why Choose Us

At Cofield Advisors, we prioritize building strong relationships with our clients, providing a judgment-free zone where creatives can feel comfortable discussing their financial concerns. Our virtual business model allows us to work with clients nationwide, eliminating the need to travel. We believe in empowering creatives to focus on their craft, while we handle the financial logistics.

FAQs

We've answered some of the most common questions about our services, including our retainer fees, client experience, and value add. If you have more questions, we're here to help. Our goal is to make financial guidance accessible to creatives, and we're committed to delivering exceptional service and results.