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IAM1753 – CEO Relieves Millennial Business Owners of Their Financial and Tax Planning Burdens

Podcast interview with Cortlon Cofield

Why it was selected for “CBNation Architects”:

In episode IAM188 of the I AM CEO podcast, host Gresham Harkless interviews Cortlon Cofield, the founder and CEO of Cofield Advisors, a company that helps millennial business owners by taking the burden of financial and tax planning off their shoulders. Cortlon discusses his journey as an entrepreneur and the importance of financial planning for businesses.

He talks about his unique approach to financial consulting, which involves personalized service and expertise to help clients save money on taxes and improve their bottom line. Cortlon also shares his CEO hacks and nuggets, which include reading the book “Rich Dad Poor Dad” by Robert Kiyosaki and following a morning routine.
Additionally, he defines what being a CEO means to him, which involves taking ownership of what's important to you and giving it to the world.

Overall, the episode provides valuable insights into financial planning for businesses and the importance of personalized service in consulting.

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Cortlon Cofield Teaser 00:00

I strive to just be a one-stop shop for everything. So my clients, we do their bookkeeping, we do their tax planning, their tax preparation. We also, are their investment advisor and their financial planner, all in one shop because as you can imagine, trying to play quarterback with those three or four different people could be a lot of time in a period of time, time consuming in itself.

But having all those people in the same house, doing the coordination themselves, just save you time and gives you comfortability.

Intro 00:28

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs, without listening to a long, long, long interview?

If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:53

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them, business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners. Or what I like to call the CB Nation architects, those that are looking to level up their organizations.

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In this month, we are focusing on knowing thy numbers. I could hear the phrases from Mr. Wonderful on Shark Tank. If you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment funding, bootstrapping, anything that's around numbers. We have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

So things are gonna be a little bit different obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focus around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

Hello, hello, hello. This is Gresh from the I AM CEO podcast and I have a very special guest on the show today. I have Cortlon Cofield of Cofield Advisors. Cofield is awesome to have you on the show.

Cortlon Cofield 02:18

Thanks, Gresh. Thanks for having me. It's a pleasure.

Gresham Harkless 02:20

No problem. Super excited to have you on. What I wanted to do was just read a little bit more about Cofield so you can hear a little bit more about him.

Cofield is the founder and CEO of Cofield Advisors. At Cofield Advisors, they help millennial business owners by taking the financial and tax planning burden off of their shoulders so that they could focus on growing their businesses.

Cofield, are you ready to speak to the I AM CEO community?

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Cortlon Cofield 02:41


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Dave Bonachita - CBNation Writer

This is a post from a CBNation team member. CBNation is a Business to Business (B2B) Brand. We are focused on increasing the success rate. We create content and information focusing on increasing the visibility of and providing resources for CEOs, entrepreneurs and business owners. CBNation consists of blogs(, podcasts, ( and videos ( CBNation is proudly powered by Blue16 Media.

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