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Financial Guidance That Helps You Navigate

Growth With Confidence

Heartfelt CFO & Tax Services supports business owners in New Jersey, New York, and across the U.S. with proactive tax planning, fractional CFO services, and ongoing financial advisory support.
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PACKAGE OVERVIEW

Clarity, Compliance & Proactive Tax Planning

Proactive Package

The Proactive Package gives you a solid financial foundation and ongoing support so you’re not reacting to problems after they’ve already cost you money. We keep your books clean, your reporting clear, and your decisions grounded in real numbers.

 

Foundational + proactive support

Clean, reliable numbers and fewer surprises

Established businesses seeking clarity and proactive tax plannin

Growth Package

The Growth Package is for owners who are past “getting organized” and focused on expansion, optimization, and smarter use of cash.
This is higher-touch advisory, deeper planning, and more strategic involvement — built to support hiring, growth decisions, tax efficiency, and long-term structure.

Strategic, CFO-level involvement

Businesses scaling revenue, team size, or complexity

Informed decision-making and intentional growth

We are here to guide you

If you’re deciding between packages or want to talk through your situation before committing, we’d love to connect and help you determine the right level of support.
Schedule a free consultation
WHAT’S INCLUDED

What’s Included in Each Package

Everything you need—clearly outlined, with no hidden surprises.

Proactive Package

Clean books + active guidance. No surprises.
Includes:
  • Monthly bookkeeping
  • Monthly financial statements
  • Expense categorization & cleanup
  • Bank & credit card reconciliation
  • Proactive tax planning
  • Advisory check-ins
Check Out Proactive Package

Growth Package

Finance strategies for scalable growth.
Includes:
  • Everything in Proactive
  • Advanced tax strategy
  • Scenario planning
  • Profitability & margin analysis
  • Advanced cash flow forecasting
  • CFO-level advisory
Check Out Growth Package
IS THIS RIGHT FOR YOU?

Find the Package That Fits Your Needs

Proactive may be right for you if,

your books are behind and you’re always playing catch-up. 

Your business is steady but finances feel unclear

You want to stop reacting at tax time.

You’re wearing too many hats and want clarity.

Common experience:

A service-based business owner with consistent revenue but messy books and surprise tax bills. After moving into the Proactive Package, monthly reporting and tax planning replaced stress with predictability.

Growth may be good for you if,

You’re a scaling businesses seeking comprehensive support

Your business is growing and decisions carry more weight.

You’re hiring, expanding, or reinvesting.

You want strategy, not just and want clarity

Common experience:

A founder-led company scaling revenue quickly but unsure how to manage cash and taxes. With the Growth Package, forecasting, scenario planning, and CFO-level guidance supported confident expansion

DEPTH OF INVOLVEMENT

Level of Support & Involvement

Category

  • Meeting Frequency
  • Response Time
  • Strategic Depth
  • Communication
  • Planning Horizon
  • Best For

Proactive

  • Monthly strategic reviews
  • Within 2 business days
  • Core financial planning and tax strategy
  • Email and scheduled calls
  • Quarterly and annual planning
  • Stable, established businesses
Proactive Package Direct Pay Link

Growth

  • Weekly strategy calls + monthly deep dives
  • Priority 24-hour response
  • CFO-level strategic guidance and modeling
  • Dedicated Slack channel + on-demand access
  • Multi-year scenario planning
  • High-growth and scaling companies
Growth Package Direct Pay Link

Still Not Sure Which Package Is Right?

If you’re deciding between packages or want to talk through your situation before committing, we’d love to connect and help you determine the right level of support.
Schedule a free consultation