Accounting & Tax Expert | Helping Small Businesses & Real Estate Professionals Achieve Financial Success 📊💼 Background Information Margo, the founder of Heartfelt CFO and Tax Services, has been a trusted advisor in the accounting and tax industry for over 18 years. Inspired by the struggles ...more

Accounting & Tax Expert | Helping Small Businesses & Real Estate Professionals Achieve Financial Success 📊💼 Background Information Margo, the founder of Heartfelt CFO and Tax Services, has been a trusted advisor in the accounting and tax industry for over 18 years. Inspired by the struggles of business owners navigating the complexities of modern accounting, Margo has dedicated her career to providing bespoke financial solutions. With a proven track record and a passion for helping clients reach their full potential, Margo has become a top influencer in the industry. What We Do At Heartfelt CFO and Tax Services, our full-service Accounting & Tax team specializes in helping small businesses and real estate professionals achieve financial freedom. 📚 Business Accounting: From Quickbooks management to efficient money management, forecasting, and investment analysis, we ensure your business finances are in order. 🏢 Real Estate Accounting & Bookkeeping: Our experts provide rent roll and collection services, accounts payable/receivable, and profit loss statements for real estate professionals. 📊 Tax Planning: We help you navigate the complexities of tax planning, ensuring you maximize deductions and minimize liabilities. 💼 Personal & Family Financial Services: We offer cash flow planning, budgeting, tax write-off maximization, and records management services to help you achieve financial stability. 📈 Virtual CFO Services: Our financial reporting, tax planning, and risk management services provide you with the expertise of a CFO without the cost of hiring one. How We Do It We begin by offering a FREE strategy session to understand your specific needs. Our team will then create a customized proposal/plan to address your challenges. What Makes Us Different At Heartfelt CFO and Tax Services, we stand out from the competition. With our extensive experience in real estate development and small to large-sized business accounting, we have the expertise to deliver exceptional results. Margo's recognition as a Top 100 Influencer and our company's consistent ranking in the top 5 for accounting over the past 4 years showcase our commitment to excellence. Your Next Step Ready to achieve financial success? Contact us to schedule your CFO Discovery call. Email at margo.masri@margomasri.com or simply text us at 516-569-9811. We look forward to speaking with you! Check out my gifts for you -https://linktr.ee/margomasri11 🌐 [Contact Us](https://heartfeltcfoandtaxservices.com/contact-us/)less