ABOUT
Margo Masri is the founder and CEO of Heartfelt CFO (formerly Margo's Bookkeeping), a full-service tax and fractional-CFO firm serving real estate and mental-health entrepreneurs. Once ranked New York's top bookkeeper, she got her start at 19 when designer Joseph Abboud hired her to do his bookkeeping while she was still in school. Her philosophy flips financial fear on its head: open the credit card statement, get intimate with your numbers, and treat money like air — abundant and available. She teaches 'be, do, have' instead of 'have, be, do', and her clients treat her fees as an investment that pays itself back. On episode 048 of Return on Identity she shares how she helped a single mom secure an unheard-of 41% return and why your numbers tell the story that builds the dream.
EPISODES
