Heartfelt CFO and Tax Services

Your business accounts in the right hands


Heartfelt CFO and Tax Services of New York is a full-service accounting and bookkeeping firm with a unique vision. We believe that every single organization is different, which is why we offer bespoke financial solutions to all our clients. Utilizing our expertise and experience, we focus not only on efficiently managing your accounts, but also growing your business. At the same time, we understand that the foundation of any high-performing partnership is a strong relationship, and we take care to get to know you, as well as your firm.


At Heartfelt CFO and Tax Services, it’s our heartfelt mission to provide all our clients with truly visionary accounting and bookkeeping services that increase profits, save time, and ultimately stimulate growth.

Outsourced Chief Financial Officer (CFO)

When it comes to your business, one size does not fit all. That’s why we offer meticulously crafted, bespoke accounting solutions tailored specifically to suit the needs of your business. Our proactive, targeted approach is designed to save you time and money while catalyzing growth and helping you reach your financial goals.

But we believe truly visionary accounting is about more than just the numbers. It’s about providing a level of customer care you simply won’t find elsewhere. That’s why we offer the kind of year-round, top-down support business owners really need.

Put your finances in our hands so that you can focus on what’s important – successfully running your business.

Monthly Packages

We offer a range of monthly services from simple monthly bookkeeping right up to high-level outsourced CFO solutions designed to skyrocket your business growth.

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One-Time Packages

One-time engagement packages available for those looking for a one-time accounting solution

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Full Service Accounting And CFO Services

We provide a full suite of services to help you with your business.
  • Outsourced CFO
  • Business Scaling
  • Automation & Streamlining
  • Accounts Payable
  • Petty Cash
  • Monthly Reconciliation of all Bank and Credit Card Statements
  • Quarterly and Year End Reports
  • Financial Reporting on a Cash or Accrual Basis
  • Customized QuickBooks including Chart of Accounts
  • Accounts Receivable including Rent Roll
  • Payroll Processing