Heartfelt CFO Packages: Choose Clarity. Build Power. Plan Ahead.
Whether you’re cleaning up the chaos or ready to scale with strategy, our service packages are designed to meet you where you are—and take you where you want to go. Bookkeeping, tax planning, and financial guidance you can actually count on.
Which Package is right for you? Compare Below!
Our packages are designed to meet you wherever you are at on your journey. Not sure what you need? Take our assessment
Best For
Core Focus
Transformation
Financial Reports
Tax Strategy
CFO Support
AP / AR Oversight
Planning / VIP Sessions
One-Time Reset Package
Behind on books
Clean-up & setup
Messy to clean
Reconciled P&L
N/A
None
Optional setup
N/A
Seeding Package
Foundational setup
Monthly bookkeeping
Scattered to stable
Monthly reports
Lite seasonal input
On-demand answers
Optional
N/A
Proactive Package
Ready for clarity
Bookkeeping + strategy
Reactive to proactive
Monthly reports
Annual planning
Monthly calls
Optional
N/A
CFO Momentum Package
Light strategy
Monthly check-ins
Clarity to momentum
Monthly + commentary
Lite support
2x/month check-ins
As needed
Quarterly planning
Growth Package
Scaling businesses
Strategic guidance
Managing to scaling
Custom reporting
Proactive strategy
Strategy sessions
Included
Strategic projects
Diamond CFO Package
Visionary CEOs
Full CFO partnership
Overwhelmed to leader
Full-suite visibility
Advanced guidance
Margo access + VIP
Included
VIP Quarterly Intensives
Seeding Package
From Disorganized Books to a Stable, Steady Business
Build your financial foundation with a simple, reliable system that keeps your business organized, minimizes surprises, and gives you peace of mind.
You’ll Experience:
- Always up-to-date, reconciled books
- On-demand check-ins for clarity and support
- Proper expense categorization to maximize deductions
- Quick help for unexpected financial issues
- Monthly reports that highlight growth opportunities
Proactive Advisory Growth Package
From Financial Chaos to Calm, From Guesswork to Growth
Go beyond basic bookkeeping — this package helps you get control of your finances and make strategic, growth-minded decisions.
Go beyond basic bookkeeping — this package helps you get control of your finances and make strategic, growth-minded decisions.
You’ll Experience:
- Monthly financial snapshots with clear reporting
- Year-round tax strategy (not just at tax time)
- More profit through cash flow optimization
- Predictable cash cycles
- Monthly calls that turn reports into real business strategy
CFO Momentum Package
Step Into Strategy Without the CFO Overload
Light-touch strategy + foundational bookkeeping for owners who’ve outgrown the basics, but aren’t ready for full CFO support.
Light-touch strategy + foundational bookkeeping for owners who’ve outgrown the basics, but aren’t ready for full CFO support.
You’ll Get:
- Twice-monthly CFO check-ins
- Monthly bookkeeping and reconciliation
- Financial dashboard with key metrics
- Quarterly goal-setting & planning
- Lite tax strategy support
- Reports with expert commentary
- Optional AP/AR oversight
Growth Package
From Financial Guesswork to Full Financial Command
CFO-level support without hiring in-house. This is where your financial data becomes a roadmap for real, sustainable growth.
CFO-level support without hiring in-house. This is where your financial data becomes a roadmap for real, sustainable growth.
You’ll Experience:
- Year-round financial control and planning
- Strategy-backed monthly growth sessions
- System upgrades and optimization
- Full-spectrum visibility into profits, liabilities, and assets
- Custom reporting for accurate growth tracking
- A team partnership instead of going it alone
Diamond Heartfelt CFO Package
From Overwhelmed Operator to Confident, Profitable CEO
This is boardroom-level strategy and partnership. You’ll work directly with Margo Masri, building a high-profit, high-impact business.
This is boardroom-level strategy and partnership. You’ll work directly with Margo Masri, building a high-profit, high-impact business.
You’ll Experience:
- Access to Margo for major decisions
- Biweekly strategy calls + quarterly VIP days
- Proactive cost-cutting and margin-building
- Growth roadmap with milestones
- Sales expansion & financial optimization
- Full infrastructure management when bundled with Seeding
One-Time Reset Package
From Messy, Outdated Books to a Clean, Clear Financial Foundation
This is your business reset — cleaning up old, messy books and setting up modern, streamlined systems.
This is your business reset — cleaning up old, messy books and setting up modern, streamlined systems.
You’ll Experience:
- Bookkeeping catch-up and reconciliation
- QuickBooks install/setup or cleanup
- Clean chart of accounts
- Hands-on QuickBooks training
- Accurate profit/loss reports
- Invoicing and subcontractor setup