Heartfelt CFO & Tax Services helps business owners transition from reactive accounting to proactive financial leadership, providing CFO-led tax strategy, financial oversight, and decision support to keep more of what they earn, scale smarter, and operate with clarity. Serving New York, New Jersey, and virtually across the country, the firm builds financial strategy that shapes future outcomes rather than merely reacting to past events.
CFO-led financial strategy rather than reactive accounting
Proactive tax planning and optimization
Structured advisory and decision support
Nationwide virtual service with deep NJ/NY expertise
Monthly advisory and planning callsProactive tax strategy and optimizationFinancial guidance aligned with business goals
Strategic Tax Planning
Proactive tax strategy and optimization for growing businesses.
Proactive tax strategy and optimizationOngoing strategic guidance to avoid surprises and support growth
Financial Oversight & Decision Support
Ongoing financial oversight and decision-making support for business owners.
Monthly advisory and planning callsProactive tax strategy and optimizationFinancial guidance aligned with business goals
Credentials & Certifications
Top 18 Bookkeepers in New York
Top 100 In Finance
RED Award for Tax, Business Growth Strategist, CFO of the Year
Reviews
Rating
5
★★★★★
Reviews
1
"On-site services"
Frequently Asked Questions
What industries do you serve? +
We serve professional services, healthcare, dental & mental health practices, online & owner-operated businesses, real estate, contractors & construction companies, and more.
What is the difference between your Structured CFO Advisory and Embedded CFO Partnership packages? +
Structured CFO Advisory includes clean books, active guidance, financial clarity, proactive tax strategy, and structured advisory for businesses with $250K–$1M revenue. Embedded CFO Partnership offers deeper CFO-level involvement, cash flow and profitability planning, scenario modeling, and strategic decision support for businesses with $1M+ revenue.
How do you handle multi-state tax exposure and compliance? +
We help clients navigate multi-state tax exposure and compliance, sales tax and nexus considerations, entity structure and reasonable compensation planning, payroll, owner pay, and tax optimization, and ongoing changes in state and federal tax law.
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