Our Bookkeeping Services

Heartfelt CFO and Tax Services offers full-service on-site & remote bookkeeping and accounting services to corporations, real estate developers and law firms throughout New York City and Long Island. Our team of experienced QuickBooks pro advisors are dedicated and eager to assist you with the management of your finances. We will develop a solution that is fully customized to meet your specific needs and allow you more time to run the day-to-day operations.

Offering a full suite of on-site and remote bookkeeping and accounting services allows Heartfelt CFO and Tax Services the opportunity to aid you in the growth of your company while reducing overhead and stress. We provide our clients with a professional and affordable method that is all encompassing; bookkeeping, payroll, reconciliations, invoicing, cash flow projections and customized reporting. We specialize in business and real estate accounting as well as customized payroll solutions.


Our Bookkeeping & Accounting Services Include:

  • On-site and Remote Bookkeeping
  • Accounts receivable
  • Custom Payroll Solutions
  • Quickbooks Management
  • Payroll Processing
  • Forecasting and Investment Analysis
  • Filing Quarterly and Annual Reports
  • Tax Planning


Heartfelt CFO and Tax Services works with all Certified Public Accountants and firms in order to simplify the process.  For year end tax filing services, you will need to hire a CPA. Hiring Margo’s for your bookkeeping needs will allow us to communicate directly with your CPA firm, in order to streamline the process.

Remember, simplifying and streamlining your bookkeeping process is our priority!  We are experienced in the finer points of client satisfaction and have over fourteen years worth of positive client testimonials.  We know how overwhelming running a business can be, and we are devoted to “holding your hand” and working together! Heartfelt CFO and Tax Services can’t wait to hear from you, and we look forward to working with you and your company.

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