Heartfelt CFO & Tax Services

Heartfelt CFO & Tax Services

Accounting

Woodmere, NY
Company Tagline

Accounting and Outsourced CFO for business owners by Margo Masri. We help you save time and money.

Industry Category
Accounting
Company Description

Heartfelt CFO & Tax Services is a premier accounting firm dedicated to providing comprehensive financial solutions for small and mid-sized businesses. Located in Woodmere, NY, at 559 Leheigh Lane, Heartfelt CFO & Tax Services offers a wide array of services designed to streamline financial operations and foster sustainable growth. The firm prides itself on delivering professional, personable, and timely accounting support, ensuring that clients receive the highest level of expertise and personalized attention.

Specializing in various aspects of financial management, Heartfelt CFO & Tax Services excels in tax planning, filing quarterly and annual reports, managing accounts receivable, providing payroll services, and handling comprehensive business accounting and bookkeeping. The firm's proficiency extends to forensic financial auditing and QuickBooks management, ensuring that every financial detail is meticulously handled. By entrusting their accounting tasks to Heartfelt CFO & Tax Services, business owners can redirect their focus towards strategic growth initiatives and core business activities.

Since its establishment in 2003, Heartfelt CFO & Tax Services has been committed to excellence and client satisfaction. The firm’s team of highly trained QuickBooks specialists leverages their expertise to optimize financial processes and deliver accurate, reliable results. With a strong emphasis on saving clients time and money, Heartfelt CFO & Tax Services stands as a trusted partner for businesses seeking to enhance their financial stability and achieve long-term success. We invite the manager of Heartfelt CFO & Tax Services to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees

Compare Companies Side by Side

Compare Heartfelt CFO & Tax Services with 3 companies in Accounting

4 Companies
Comparison Field
Heartfelt CFO & Tax Services
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SF Business Solutions
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Ebrahimi Accounting
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Jeremy S. Sweet CPA, LLC
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Founded Year
2018 2007 2019
Company Size
11-50 2-10 2-10
City
Woodmere, NY Austin, Texas Vancouver, British Columbia Houston, Texas
Country
United States Canada United States
Skills & Keywords Comparing with main company
12 Total Skills
Accounting Services Tax Planning Bookkeeping Payroll Services QuickBooks Management Financial Auditing Accounts Receivable Filing Quarterly & Annual Reports Accounts receivable Business Accounting Forensic Financial Auditing Quickbooks Management
10 Total 10 Unique
Unique Skills:
Accounting Audit Preparation Budgeting Business Growth Consulting Cash Flow Management Cost Reduction Strategies +4
8 Total 8 Unique
Unique Skills:
Accounting Audit GST PST ROE T4 +2
9 Total 9 Unique
Unique Skills:
Audits Business Valuation IRS Debt Part Time CFO Payroll Strategic Business Planning +3
4
Total Companies
2007
Oldest Founded
2
Countries
38
Unique Skills

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Alternative Company Names

This company is also known as

Heartfelt CFO & Tax Services 衷心的首席财务官和税务服务 हार्टफेल्ट सीएफओ और कर सेवाएँ خدمات هارتفلت سي إف أو والضرائب Хартфелт CFO и налоговые услуги Heartfelt CFO & Serviços Fiscais