• Follow us on Facebook
  • Connect with us on LinkedIn
  •  (516) 569 9811
  •     Schedule a Virtual Coffee Chat    
Heartfelt CFO and Tax Services
  •  (516) 569 9811
  •     Request Consultation    
  • Home
  • About
    • What Our Clients Say
    • Who We Are
    • Our Industries
      • Real Estate Industry
      • Healthcare Industry
      • Construction Industry
  • Services
    • Business Services
    • Tax Services
    • Individual Services
    • CFO Services
  • Our Packages
  • Learning Center
  • Contact
Select Page
Are You in Chaos, Momentum, or Growth Mode? This 2-Minute Check Will Tell You

Are You in Chaos, Momentum, or Growth Mode? This 2-Minute Check Will Tell You

by Michael Suarez | Jul 24, 2025 | Uncategorized

Most real estate investors and small business owners know the feeling: you’re working hard, staying busy, and maybe even bringing in decent revenue—but something still feels… off. You’re constantly asking yourself:”Am I on track? What am I missing? Is this...
Stop Guessing Your Numbers — Learn the Terms That Actually Drive Your Business

Stop Guessing Your Numbers — Learn the Terms That Actually Drive Your Business

by Michael Suarez | Jul 17, 2025 | Uncategorized

Overwhelmed by taxes, but not ready to hand everything off yet?You’re not alone. A lot of smart, scrappy business owners and real estate investors want to understand their finances—but don’t want to become full-blown accountants. You’re the DIY type. You just need a...
You’re Not Bad at Finances—You Just Never Learned the Language

You’re Not Bad at Finances—You Just Never Learned the Language

by Michael Suarez | Jul 10, 2025 | Uncategorized

Here’s a secret most people won’t admit: business finances are confusing because they’re designed that way. No one hands you a cheat sheet when you start a business. And unless you’ve studied accounting or finance, you’re probably figuring things out the hard...
Why a Solid Financial Foundation Matters More Than You Think

Why a Solid Financial Foundation Matters More Than You Think

by Michael Suarez | May 29, 2025 | SEO Blog, Uncategorized

When you’re deep in the day-to-day of running your business, it’s easy to think financial planning is something you’ll “get to later.” But the truth is, life doesn’t wait for later. One of our clients—a retail store owner—had no plan in place for emergencies....
Cash Flow Cleanup or Revenue Recharge? Reframing Your Financial Review

Cash Flow Cleanup or Revenue Recharge? Reframing Your Financial Review

by Michael Suarez | Apr 3, 2025 | CFO and Tax Services, SEO Blog, Uncategorized

Would You Rather Block Off Time for a “Cash Flow Cleanup” or a “Revenue Recharge”? One sounds like a chore, the other like a business boost. (Spoiler alert: they’re the same thing.) Many business owners avoid financial reviews because they feel...
Why Comprehensive Financial Management Is Crucial for Your Business

Why Comprehensive Financial Management Is Crucial for Your Business

by Michael Suarez | Aug 19, 2024 | Uncategorized

I’ve been where you are—navigating the ups and downs of entrepreneurship, pouring my heart and soul into building a business.  One thing I’ve learned through my journey is how crucial it is to have a solid financial foundation. That’s why at Heartfelt CFO and...
« Older Entries
Next Entries »

Recent Posts

  • When “Winging It” Isn’t a Strategy: How to Get Your Business Out of Financial Chaos
    Ever feel like you’re making money, but your bank […]
  • How to Separate Your Business and Personal Finances (Without Losing Your Mind)
    It sounds like such a small thing—just open a new […]
  • The Planning Mistake That Cost One Business Owner Over $12,000
    It started with a classic story: a driven business […]

Utilizing our bookkeeping and accounting services is a smart choice for any business.

Achievements

Bookkeepers

Payroll Services

Contact Us

  • Phone: (516)-569-9811

  • Woodmere NY

PAGE MENUPAGE MENU
  • Home
  • About Us
    • Who We Are
    • Our Industries
      • Real Estate Industry
      • Healthcare Industry
      • Construction Industry
    • What Our Clients Say
    • Resources
  • Our Services
    • Business Services
    • Tax Services
    • Individual Services
    • Courses & Resources
  • Our Packages, old
  • Education
  • CFO Services
  • Contact Us
  • Privacy Policy
© Copyright 2023 - All Rights Reserved