About Us

About Heartfelt CFO and Tax Services

Managing your business’ bookkeeping, accounting, and payroll needs can be stressful. Our staff is devoted to taking you step by step through the process, offering you peace of mind, greater understanding, and excellent communication. We’re a full service accounting, tax planning, and business advisory firm that works with companies of all sizes, in all stages of development, throughout the entire country. 

Founded in 2002, we have helped hundreds of businesses get their finances in order and save thousands of dollars each and every year. Our qualified remote staff all have either an accounting or business degree and are QuickBooks trained and certified. You can hire our CFO and accounting services for a fraction of the cost of an in house employee or team. 

Why work with us

We take the time to understand your business, implementing state-of-the-art accounting techniques tailored just for you, all while providing a level of service and support that’s unique in the market.

Visionary accounting is about taking a step back and looking at the bigger picture. Where most accountants focus only on balancing the books, we’re taking your business to the next level.

Heartfelt CFO and Tax Services will help you:

• Improve the quality of your accounting and make your books more useful
• Significantly reduce your tax bill
• Avoid penalties and fees 
• More accurately project revenue and cash flow 
• Have a dedicated accounting team at your disposal 

About our founder, Margo Masri

Margo was inspired to launch her company after witnessing many business owners struggling to navigate the complex maze that is modern accounting.

Two decades later, after providing bespoke financial solutions to thousands of happy clients, Heartfelt CFO and Tax Services has grown tremendously, recently being ranked among the Top 18 Bookkeepers in New York multiple years in a row.

While many accountants will help you get a handle on your finances, Margo aims to go a whole lot further. Her visionary accounting solutions are carefully designed not only to get the numbers straight, but to greatly accelerate business growth and profitability.