NY Small Business Bookkeeping – Small businesses are the backbone of our economy. At Heartfelt CFO and Tax Services’s we provide expert bookkeeping services to many Manhattan and Long Island based businesses. We have experience working directly with law firms, real estate investors and developers, clubs and associations, consultants, franchises, retail stores, e-commerce businesses, doctors, restaurants, and many other businesses.

We Help Small Businesses With:

  • Daily money management
  • Tracking inventory
  • Operating budget reports
  • Bank reconciliation
  • Accounts receivable/payable
  • Income statements
  • Balance sheets
  • General ledger
  • Custom reports

Why Outsource Your Bookkeeping?

Save Time

By outsourcing your bookkeeping you save yourself and your staff the time it takes to do it in your office. Backend office functions can be a heavy distraction and drain the day’s time, which could be spent on other important aspects of your business’ day-to-day needs.

Access to Top Systems

Our expert employees at Margo’s are familiar with the latest financial models and programs to help us analyze and collect data. This provides you and your business with the accurate and productive bookkeeping.

Save Money

What you lose through time costs you money. When you choose to outsource with a competent company like Heartfelt CFO and Tax Services you can ensure that your filings are done correctly and efficiently, saving you money. Additionally, our operating budget reports can help determine where you can streamline operations and where you can redirect your efforts or funds to better secure more profit for your company.

Scalable Options

We provide flexibility to our customers, scaling our operations up or down depending on the needs at that time. For instance, during particular peak periods we can have extra hands available to provide for your needs, and when the busy time subsides those hands can go do other work. If you were privately employing your bookkeeper, you could not simply hire expert CPAs and then fire them to save money, and then expect to repeat the cycle with the next influx of work. However, outsourcing allows for just this kind of scalability, which in turn saves you money.