𝙐𝙉𝙍𝙀𝘼𝙇𝙄𝙎𝙏𝙄𝘾 goal setter 🔥 | Digital Entrepreneur | 9x Presidents Club In Sales | Passive Income Nerd | Accredited Investor | Bio Hacker | Mindset Geek

I’ve always believed that sales is more than numbers — it’s about building trust, solving problems, and creating opportunities that change lives. 

For over a decade at CHG Healthcare’s CompHealth division, I’ve had the privilege of helping more than 240 surgeons find the right fit for their careers while supporting hospitals in critical need. 

Along the way, I’ve been honored with Presidents Club recognition 10 times, generating $40M+ in gross profit, and earning the CHG Difference Maker Award for community impact.

My path here hasn’t been a straight line. Before healthcare, I built an e-commerce company from scratch, learning SEO, digital marketing, and customer experience long before they became buzzwords. 

Later, I launched a consulting business that guided 200+ leadership and business coaches in scaling their online presence — even collaborating with elite programs like Amy Porterfield’s (Best Selling Author of 2 Weeks Notice) Momentum Mastermind. 

Those experiences taught me how to blend sales strategy with digital innovation, and how to help others grow.

Today, I combine that background with a deep passion for coaching and mentorship. Whether it’s helping a physician navigate the locums market, guiding a new sales rep to confidence, or speaking on stages about value propositions and LinkedIn strategy, I thrive on empowering people to succeed.

Outside of work, I’m a lifelong learner and investor — managing rental properties, writing on Medium (where my articles reach 300+ readers daily), and hosting podcasts that connect communities. At the core of it all is one simple belief: when you put people first, results follow.

Simon Parsons

Advisory CFO for Professional Service Providers in Real Estate Industry & Speaker/Accounting, CFO & Tax Planning

At Heartfelt CFO & Tax, we help Service-based Entrepreneurs and Real Estate Professionals bring clarity, confidence, and control to their money — so you can finally make financial decisions with peace of mind.

With over 20 years of experience in accounting, Real Estate Development, and tax strategy, I combine CFO-level insight with a heart-centered approach that connects your numbers to your goals.

We specialize in three core areas:
✨ Professional Services CFO – Helping consultants, agencies, and firms turn busy revenue into sustainable profit.
💫 Mental Health CFO – Supporting therapists and practice owners in building financially sound, thriving practices.
🏗️ Real Estate CFO – Guiding developers, contractors, and investors in managing cash flow, taxes, and growth.

Whether you need organized books, proactive tax planning, or a full Virtual CFO partnership, our goal is the same:
➡️ Build you a business that runs on financial systems, not stress.

We believe money should feel clear, empowering, and aligned with your purpose — not chaotic or confusing.

Let’s create your Profit Plan together. So what are you waiting for call me 516-569-9811 or chose a time here - https://mmcfosolutions.com/discovery-call . I can not wait to meet you.

Margo Masri

Service-based CEOs—can we be honest for a minute?

Shame is still running too many of your money systems.
And the longer it’s there, the harder it is to clean things up.

I’ve seen it:
 → CEOs apologizing for being late to bookkeeping meetings
 → Avoiding the P&L like it’s a tax bill
 → Procrastinating, even though the cash is flowing

But here’s what I want you to know:
You’re not bad at money.
You’re just carrying too much of the story alone.

This blog walks through how shame hides inside success—
and what to do about it when you’re ready to lead differently.

✨ Read the full breakdown here.

#ServiceBasedBusiness #CEOLeadership #FinancialClarity #CFOForCEOs #BusinessGrowth #MoneyShame #TaxPlanning

Fractional CFO for 7–8 Figure Service Businesses | Real Estate • Healthcare • Professional Services | Tax Strategy, Cash Flow Systems & CEO Clarity | Trusted by 1000+ Founders

I’m going to start talking about a topic many leaders never admit they struggle with. Not just this week—but over the coming months. Because I’ve seen

Open article: Why CEOs Stay Quiet About Money (and What That Silence Costs You) by Margo Masri • 2 min read

Why CEOs Stay Quiet About Money (and What That Silence Costs You)

You run a million-dollar business…
But you still feel the pit in your stomach when it’s time to open the books.

You’re not behind.
You’re not bad with money.
You’re just stuck in a cycle of silence.

This week’s carousel breaks down the shame spiral we see in even the highest-performing CEOs:
 → Avoiding financial meetings
 → Delaying “cleanups” until you can do it alone
 → Feeling guilt around things no one taught you to manage

If this sounds familiar—this post is for you.

Because here’s the truth:
Clarity doesn’t come from being perfect.
It comes from feeling safe enough to look.

✨ You don’t have to lead in silence.
You’re allowed to bring your whole self to the numbers.

👉 Swipe through—and if you were to talk about this out loud…
Where would you begin?

#FinancialClarity #CEOLeadership #MoneyMindset #ServiceBasedBusiness #CFOForFounders #EmotionalLeadership

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Simon Parsons

Margo Masri

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The Battle

Simon Parsons

Margo Masri

Followers

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Engagements

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Margo Masri's LinkedIn Performance

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