Beyond the Numbers: A Partner for Your Journey.
Faith We operate with unwavering integrity and ethical stewardship. Our faith drives us to serve every client with humility, honesty, and a genuine desire to see your vision flourish.
Family Your business is the engine that supports your family and your legacy. We treat our clients like family, protecting your interests and helping you build a future that lasts for generations.
Finance We provide the grounded expertise required to navigate complex tax laws and optimize your bottom line. From job costing in the trades to margin analysis in hospitality, we handle the intricacies so you can lead with confidence.
Managing a business demands relentless focus. At Heartwood CPA, we lift the burden of intricate bookkeeping and complex tax planning off your shoulders, transforming financial stress into strategic clarity.
We offer a proactive, year-round partnership specifically tailored to the unique challenges of the six core sectors we serve:
Healthcare: Navigating complex billing and regulatory environments.
Real Estate: Optimizing portfolios for investors and developers.
Agriculture: Managing seasonal cash flows and specialized tax credits.
Forestry: Providing robust accounting for timber and land operations.
Skilled Trades: Streamlining job costing and project-based finances.
Hospitality: Enhancing profitability for restaurants and tourism.
We aren’t just your accountants; we are your advocates. By blending modern technology with a relationship-driven approach, we empower you to reclaim your time and dedicate your full attention to your true calling.
Jake Sheltrown, CPA
Growing up on a rural farm right here in Michigan, I learned early on that success isn't given; it’s grown. From early mornings in the fields to navigating the unpredictable seasons of farm life, those early years instilled in me a deep respect for grit, resourcefulness, and community.
I am a graduate of Northwood University with a Bachelor of Arts in Accounting and a member of the Michigan Association of Certified Public Accountants. I’ve spent the last 12+ years finding the story behind the numbers. My career is split between 8+ years in public accounting and 4+ years in the government sector. I enjoy helping clients understand their financial situation from tax preparation, tax planning, providing accounting services, and financial coaching.
When I’m Off the Clock...
When I’m not diving into spreadsheets, my time belongs to my favorite people: my wife, Julie, and our two kids, Ainsley and Branson.
We’re big believers in supporting our community, so you’ll usually find us:
Enjoying a quiet walk around town, waving to neighbors, and popping into local shops.
Firing up the grill for backyard hangouts with family and friends.
Just enjoying the chaos and fun of everyday family life.
Whether you need a trusted hand with your finances or just want to chat about the best local spots in town, I’d love to connect!
Julie Sheltrown
I’ve spent the last 10+ years working across banking, customer service, and accounting. For me, it’s never just about the spreadsheets—it’s about building genuine relationships and making sure our clients feel heard, supported, and completely at ease. I love using my background to keep things running smoothly and stress-free.
On My Own Time…
When I’m not keeping things organized, my favorite title is "Mom" to our two amazing kids, Ainsley and Branson.
At my core, I am a people person who thrives on deep, personal connections. For me, life is sweetest when it's shared with others. I love opening up our home to friends and family and connecting into small groups at our local church. I'm always looking for ways to build community and welcome new friends into our lives.
On any given weekend, you can usually find us:
Getting out of the house and biking, walking, shopping, and finding new family favorite activities.
Chasing the kids around and embracing the fun, busy chaos of family life.
Finding new ways to connect, laugh, and grow alongside our church family and friends.
I love meeting new people, so whether you’re looking for a warm welcome to our practice or just want to chat about local spots in town, I can’t wait to connect with you!
We Want to Hear From You
We are dedicated to walking alongside you through every stage of your business’s financial life. Whether you are seeking a deep-dive consultation, need a quick answer, or are simply curious about how we can help you thrive, we are ready to listen. Connect with us today—we are eager to begin a lasting partnership and support your vision for the future.