Margo Masri Our Founder
With a wealth of diverse experience in advanced accounting techniques and bookkeeping, Margo Masri brings passion and energy to the company she started back in 2003.
Margo was inspired to start the business after witnessing many of her clients struggling to navigate the complex maze of financial jargon required to successfully run and, more importantly, grow their businesses. More than a decade later, and after providing bespoke financial solutions to thousands of happy clients, Heartfelt CFO and Tax Services has grown tremendously. We have recently been ranked among the Top 18 Bookkeepers in New York for a second straight year.
Bookkeeping and Virtual CFO Solutions by Margo
Truly visionary accounting is about more than just getting the numbers straight. It’s about approaching each and every business holistically, developing customized financial solutions that unlock potential and maximize growth. Margo has found her calling in bookkeeping, and she devotes enormous energy to helping her clients reach their financial goals, both personal and professional.
Alongside her work as a virtual CFO, Margo offers coaching services aimed at helping small business owners learn how to overcome the many hurdles they face when trying to manage their finances. She is also regularly invited to speak at industry events.
Margo is proud of her Brooklyn roots, and she currently resides on Long Island. Outside of work, she enjoys helping out in the community, reading, and exploring everything life has to offer.