Business Details
24 Years
experience
Trusted Accounting and Tax Services in Woodmere, NY
Founded in 2002, we have dedicated ourselves to transforming the complexities of accounting and tax management into strategic advantages for businesses nationwide. Our team of certified professionals brings decades of combined experience in financial planning, tax optimization, and business advisory services. We specialize in delivering tailored solutions that reduce tax liabilities, enhance profitability, and provide actionable financial insights.With a focus on visionary accounting, we empower business owners to concentrate on growth while we ensure their financial foundations are robust and compliant. Our commitment to excellence is reflected in our proven track record of helping clients achieve consistent growth and operational efficiency.
Services
CFO Services
Tax Planning
Bookkeeping
Financial Consulting
Payroll Processing
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in accounting and tax advisory services.
- Our team provides remote, certified accounting professionals at a fraction of in-house costs.
- We implement proven strategies to reduce tax liabilities and optimize cash flow.
- Our client-centric approach includes personalized financial planning and education.
- We maintain a proven track record of saving clients thousands through accurate bookkeeping.
What people say
Saved thousands in taxes
Excellent bookkeeping accuracy
Proven financial strategies
Responsive support team
Business growth expertise
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic deductions, entity optimization, and year-round financial strategies. We analyze business structures, implement tax-saving methodologies, and ensure compliance with evolving regulations. Clients benefit from customized plans that maximize after-tax income while maintaining IRS compliance.
Virtual CFO
Virtual CFO services provide strategic financial guidance without full-time costs. We offer budgeting, cash flow analysis, and growth planning tailored to business needs. Our remote support includes financial reporting, risk management, and operational efficiency improvements to drive sustainable growth.
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and reconciliation. We manage accounts payable/receivable, payroll processing, and financial reporting to ensure clear business insights. This foundational service supports informed decision-making and audit readiness.
Payroll Processing
Payroll processing includes tax withholding calculations, direct deposit management, and compliance reporting. We ensure timely payments while handling tax filings and year-end documentation. This service reduces administrative burdens and maintains regulatory compliance for businesses of all sizes.
Financial Consulting
Financial consulting services focus on business growth strategies through cash flow optimization and operational analysis. We provide budgeting guidance, profitability assessments, and customized financial roadmaps. Our advisory approach combines technical expertise with practical solutions for long-term business success.
People
Margo Masri
Founder
Margo founded Heartfelt CFO and Tax Services in 2002 after recognizing business owners' struggles with financial management. With two decades of experience, she has helped thousands of clients achieve growth through strategic accounting solutions. Her expertise in tax optimization and business advisory has earned industry recognition, including the RED Award for Tax and CFO of the Year.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, cash flow management, payroll processing, financial reporting, and strategic planning tailored to small business needs.
How can your tax services help reduce my business tax liability?
Our proactive tax planning identifies deductions, optimizes entity structure, and implements year-round strategies to legally minimize tax obligations.
Do you work with clients outside New York?
Yes, we serve businesses nationwide through our virtual accounting and remote CFO services.
What sets your firm apart from traditional accounting services?
We combine technical expertise with business advisory focus, offering personalized solutions and educational resources for long-term financial success.
Can you help with both business and personal financial planning?
Yes, we provide integrated services for business accounting, tax planning, and individual wealth management strategies.
