If you’re a professional services business owner in New York or New Jersey and you’ve been running your financials on autopilot — reacting to tax bills, guessing at cash flow, and hoping it all works out — this is your invitation to change that.
On Monday, May 5 at 12PM ET, Heartfelt CFO & Tax Services founder Margo Masri is hosting a LinkedIn Live event designed specifically for professional services operators who are ready to build a real financial strategy under their business.
What We’re Covering on May 5
This isn’t a general accounting Q&A. The session is focused on what CFO-led financial strategy actually looks like in practice for professional services business owners — and what it means to move from reactive accounting to proactive financial leadership.
- The difference between tax preparation and proactive tax strategy
- How professional services operators can build financial clarity and cash flow visibility
- What structured CFO support looks like at different stages of growth
- A look at the new Heartfelt CFO & Tax Services advisory engagement structure
Two Advisory Tiers, Built for Professional Services Operators
Alongside this live event, Heartfelt CFO & Tax Services is formally launching two advisory tiers designed to meet professional services operators where they are:
Structured CFO Advisory — For businesses generating $250K–$1M+, this tier delivers monthly bookkeeping, financial reporting, proactive tax strategy, and regular advisory calls.
Embedded CFO Partnership — For businesses generating $1M+, this deeper engagement adds cash flow and profitability planning, scenario modeling, and strategic decision support — a true financial leadership layer for operators who are actively scaling.
Both tiers are led directly by Margo Masri, who serves as a single strategic point of contact for every client.
Join Us Live on May 5 at 12PM ET
Catch the LinkedIn Live here on May 5 at 12PM ET. If you’re ready to have a real conversation before then, you can book a discovery call directly at heartfeltcfoandtaxservices.com.
Professional services business owners in Nassau County, Long Island, New York City, Bergen County, Essex County, and Union County — this one’s for you.
