Schedule Your Discovery Call
Let's determine the right level of
financial partnership.
Whether you’re looking to organize your financial foundation, strengthen your tax strategy, or gain an ongoing CFO partner as your business grows, we’d be happy to meet you. If we’re the right fit, we’ll explain what working together looks like. If another solution makes more sense, we’ll point you in the right direction.
What to Expect
Your Discovery Call is designed around your business.
We’ll discuss where your business stands today, where you’re trying to go, and recommend the level of financial partnership that’s right for your current stage of growth.
- Your business and current financial situation
- The challenges or opportunities you’re experiencing
- Where greater clarity or support may be helpful
- Your next best financial step
- Which level of partnership best fits your business today
No preparation is required. We’ll meet you where you are.
Choose a time that works best for you.
LOCATION
West Orange, New Jersey, 07052
Phone
(516) 569-9811
margo@heartfeltcfoandtaxservices.com
Serving clients throughout New York, New Jersey, and remotely across the United States.
Frequently Asked Questions
Answers before you book.
Is the Discovery Call complimentary?
Yes. Your Discovery Call is completely complimentary. It’s an opportunity for us to learn about your business, understand what you’re trying to accomplish, answer your questions, and determine whether we’re the right fit to work together.
Do I need to have everything organized before we speak?
Not at all. Many business owners come to us because they’re looking for clarity or aren’t sure where to begin. Whether your books are fully up to date or you’re catching up, we’ll meet you where you are and help you determine the best next step.
What happens after the Discovery Call?
If we’re a good fit, we’ll recommend the level of partnership that best aligns with your business today. Some clients begin with a one-time cleanup project, while others start with ongoing bookkeeping, tax planning, or CFO guidance. As your business grows, your partnership can grow with it.
Do you work with businesses outside of New York and New Jersey?
Yes. While Heartfelt CFO & Tax Services is based in New York and New Jersey, we work with business owners throughout the United States using secure cloud-based accounting and virtual meetings.
How do I know which service is right for my business?
You don’t need to decide before we speak. During your Discovery Call, we’ll learn about your business, understand your goals, and recommend the level of financial partnership that’s right for where your business is today. If another solution would be a better fit, we’ll let you know.
Do I need a full-time CFO to benefit from your services?
Not at all. Our services are designed to provide the right level of financial partnership for where your business is today. Some clients begin with dependable bookkeeping and tax planning, while others need ongoing strategic CFO guidance. As your business grows, your partnership can grow with it — without requiring you to hire a full-time CFO before you’re ready.