Business Details
24 Years
experience
Trusted Accounting & Tax Services in Woodmere, NY
Heartfelt CFO and Tax Services has provided expert accounting, tax planning, and financial advisory services since 2002. Our team of QuickBooks-certified professionals delivers tailored solutions for businesses and individuals nationwide, combining over two decades of experience with advanced accounting methodologies. We specialize in reducing tax liabilities, optimizing cash flow, and implementing systems that drive consistent business growth. Our remote team offers cost-effective access to CFO-level expertise, ensuring clients maintain compliance while focusing on core operations.Recognized in Top 100 In Finance magazine and recipient of the RED Award for Tax Excellence, we prioritize client education and proactive financial strategies. Our founder, Margo Masri, brings visionary leadership and a proven track record of transforming financial chaos into structured success. With a commitment to transparency and personalized service, we serve as a trusted partner for businesses across industries.
Services
Tax Services
Bookkeeping
CFO Services
Business Advisory
Individual Tax Planning
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in strategic tax planning and accounting.
- Our team holds accounting degrees and QuickBooks certification.
- We implement customized systems to optimize business cash flow.
- Our proactive approach reduces tax liabilities year-round, not just at filing time.
- We provide cost-effective virtual CFO services without hiring in-house staff.
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Instrumental in business growth
Saved thousands in taxes
Excellent work quality
Highly recommend
Trust their work
Services
Tax Services
Our tax services focus on year-round planning to legally minimize liabilities while ensuring compliance. We analyze financial situations, implement deduction strategies, and structure entities to maximize after-tax income. Clients benefit from proactive preparation that transforms tax season into a strategic advantage.
Bookkeeping
We maintain accurate, up-to-date financial records using cloud-based systems for real-time visibility. Our bookkeeping services include cash flow management, accounts payable/receivable tracking, and monthly reconciliations to provide actionable business insights and support informed decision-making.
CFO Services
Our virtual CFO services deliver executive-level financial guidance without full-time costs. We develop strategic plans, monitor cash flow, and implement systems that improve profitability. Clients receive customized financial roadmaps aligned with growth objectives and industry-specific needs.
Business Advisory
We provide tailored advisory services to optimize business operations and scalability. Our team analyzes financial health, identifies efficiency opportunities, and implements processes that enhance profitability and long-term sustainability for companies at all development stages.
Individual Tax Planning
Our individual tax services combine compliance with strategic planning to reduce personal liabilities. We help clients structure finances for retirement readiness, separate business/personal assets, and implement wealth preservation strategies tailored to their unique circumstances.
People
Margo Masri
Founder & CEO
Margo Masri founded Heartfelt CFO after recognizing business owners' struggles with financial complexity. With 20+ years of experience, she's helped thousands achieve growth through strategic accounting. A single parent and entrepreneur, she specializes in simplifying financial systems for busy professionals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, cash flow management, payroll processing, financial reporting, and virtual CFO services tailored to small business needs.
How can you help reduce my tax liability?
Through year-round tax planning strategies like entity optimization, deduction maximization, and income deferral techniques that legally minimize your tax burden.
Do you work with out-of-state clients?
Yes, our virtual services support clients nationwide, with expertise in multi-state tax compliance and reporting requirements.
What sets you apart from traditional accounting firms?
We combine proactive financial strategy with personalized service, acting as a growth partner rather than just tax preparers, using technology for real-time financial insights.
How do you handle business and personal finance separation?
We establish proper entity structures, implement accounting systems, and provide guidance to maintain clear financial boundaries between business and personal assets.
What experience do you have with tax relief?
Our team resolves IRS issues through audit representation, payment plan negotiation, and compliance solutions that address back taxes and penalties effectively.
