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

Heartfelt CFO & Tax Services

Heartfelt CFO and Tax Services is a full service accounting firm that helps businesses of all sizes navigate the complicated world of taxes and finances. We provide a range of CFO, bookkeeping, tax advisory, and accounting services that help our clients reduce their tax bills, increase profits, and focus more on their core business.
TAX SERVICES
Our team works with you to change the way you view taxes and implement tried and proven strategies throughout the year to reduce your overall tax burden by thousands of dollars.

BUSINESS SERVICES
As a business owner, we know you have a million and one things to do. We take the burden of bookkeeping, cash flow management, and financial planning off of your shoulders and act as your CFO.

INDIVIDUAL SERVICES
We work closely with individuals to reduce their tax burden, plan their personal finances, and help them take the right steps now to prepare for retirement. Plus, we help business owners and sole proprietors keep their personal and business finances separate.

Company Owner

Visionary CFO Services 

Margo’s Bookkeeping Services LLC is a full-service bookkeeping and accounting firm that provides clients with state-of-the-art financial solutions. Our dedicated and highly trained QuickBooks specialists will develop a custom plan to assist in your small business, real estate development, or forensic auditing needs. We also specialize in High Net Worth Individuals, helping to reduce the burden of taxes, safeguard assets, and protect wealth. We offer customized financial solutions as well as onsite and remote services to meet the specific needs of our clients. Our full-service Bookkeeping & Accounting services

The Visionary CFO

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

Accounting & Tax Expert | Helping Small Businesses & Real Estate Professionals Achieve Financial Success 📊💼

Background Information
Margo, the founder of Heartfelt CFO and Tax Services, has been a trusted advisor in the accounting and tax industry for over 18 years. Inspired by the struggles of business owners navigating the complexities of modern accounting, Margo has dedicated her career to providing bespoke financial solutions. With a proven track record and a passion for helping clients reach their full potential, Margo has become a top influencer in the industry.

What We Do
At Heartfelt CFO and Tax Services, our full-service Accounting & Tax team specializes in helping small businesses and real estate professionals achieve financial freedom. 

📚 Business Accounting: From Quickbooks management to efficient money management, forecasting, and investment analysis, we ensure your business finances are in order.

🏢 Real Estate Accounting & Bookkeeping: Our experts provide rent roll and collection services, accounts payable/receivable, and profit loss statements for real estate professionals.

📊 Tax Planning: We help you navigate the complexities of tax planning, ensuring you maximize deductions and minimize liabilities.

💼 Personal & Family Financial Services: We offer cash flow planning, budgeting, tax write-off maximization, and records management services to help you achieve financial stability.

📈 Virtual CFO Services: Our financial reporting, tax planning, and risk management services provide you with the expertise of a CFO without the cost of hiring one.

How We Do It
We begin by offering a FREE strategy session to understand your specific needs. Our team will then create a customized proposal/plan to address your challenges. 

What Makes Us Different
At Heartfelt CFO and Tax Services, we stand out from the competition. With our extensive experience in real estate development and small to large-sized business accounting, we have the expertise to deliver exceptional results. Margo's recognition as a Top 100 Influencer and our company's consistent ranking in the top 5 for accounting over the past 4 years showcase our commitment to excellence.

Your Next Step
Ready to  achieve financial success? Contact us to schedule your CFO Discovery call. Email at margo.masri@margomasri.com or simply text us at 516-569-9811. We look forward to speaking with you!

Check out my gifts for you -https://linktr.ee/margomasri11

🌐 [Contact Us](https://heartfeltcfoandtaxservices.com/contact-us/)

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Simon Parsons

Margo Masri

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