Is the Discovery Call complimentary?
Yes. Your initial Discovery Call is complimentary. It's an opportunity for us to learn about your real estate business, understand what you're trying to accomplish, and determine whether Heartfelt may be the right financial partner for you. If we believe we can help, we'll explain the next step and the level of partnership we recommend.
Do I need to have my books and financial information organized before we speak?
No. Some clients come to us with clean, current books and need more proactive CFO guidance. Others come because their accounting is behind, their reporting isn't giving them what they need, or they're not confident in the financial information they currently have. You don't need to fix everything before contacting us. We meet you where you are.
Do I need to know which service or level of CFO partnership I need?
No, and we don't expect you to diagnose that yourself. We'll first understand where your business stands, what you're trying to accomplish, and how much financial complexity you're managing. From there, we'll recommend the level of accounting, tax, and CFO involvement that makes sense for your business today. As your needs change, that partnership can grow with you.
Do I need a large real estate portfolio to work with Heartfelt?
No. Our services are designed around the level of financial complexity and support your business needs, not simply the number of properties you own. Some clients need a stronger accounting foundation. Others need proactive tax planning and ongoing CFO guidance. More complex operators may need deeper support around acquisitions, cash flow, financing, portfolio performance, and growth. You don't need to hire a full-time CFO, or operate a massive portfolio, to benefit from having an experienced CFO partner.
Do you work with real estate businesses outside New York and New Jersey?
Yes. Heartfelt is based in New York and New Jersey, but we work with clients across the United States through secure cloud-based accounting systems, virtual meetings, and ongoing digital communication. This allows us to maintain an active CFO relationship with clients regardless of where their properties or businesses are located.
What happens after the Discovery Call?
If Heartfelt is a good fit, we'll recommend the next step based on what we learn about your business. For some businesses, that may mean getting the financial foundation current first. For others, it may mean moving directly into ongoing accounting, tax planning, or a deeper CFO partnership. If we need to understand the financial situation in greater detail before making that recommendation, a Financial Diagnostic may be the appropriate next step. Either way, you'll leave the conversation knowing what we recommend and why.