Are Your Small Business Finances Ready for 2022? Our Firm Can Help Right Now.

Hello! Margo Masri here, welcoming you to our inaugural e-newsletter!

With delicious Thanksgiving feasts and family visits behind us, now’s the perfect time to focus on the future.

The new year is coming up quickly — before we ring in 2022, you need to be financially prepared, whether you’re a small business CEO, C suite executive or financial decision-maker.

That’s where we come in: MM Accounting & CFO Solutions is ready to help optimize your business for a strong start to 2022 and beyond.

Since 2003, we’ve been proudly following through on our heartfelt mission to provide all our clients with truly visionary full-service accounting and bookkeeping services that increase profits, save time and ultimately stimulate growth.

When we talk about financial preparedness for your firm, we mean ALL of it — every aspect…

CFO Solutions:

• Virtual CFO Services
• Real Estate Accounting
• High Net Worth Individuals
• Virtual CFO Packages

Accounting Services:

• Bookkeeping FAQs
• Full-Service Payroll Assistance
• Business Accounting
• Bookkeeping Starter Kit
• MM’s Bookkeeping Services
• Accounting Packages

Are you prepared to manage those important financial aspects of your business?

We are.

And Top 100 People in Finance magazine thinks so too. It’s just named me as one of its honorees for 2021, specifically, being the visionary leader changing the face of the accounting profession. (Check me out on pages 24–25.)

See, at MM, we take a step back to look at your bigger picture. Where most accountants focus only on balancing the books — we also work on taking your business to the next level. Whether it’s achieving important goals through partnership and collaboration, or providing expert consultation and state-of-the-art accounting practices, we’ve got you covered.

So, in our first-ever LinkedIn e-newsletter, we’re extending a special invitation to work with our team 1:1 with our Pandemic Financial Protection Package™.

We’ve designed this unique program for small business that generates $2–9 million in revenue. We’ll identify and address the leak in your company’s revenue, so CFOs and decision-makers can make informed financial decisions. Plus, we’ll make sure your company is leveraging the support and relief opportunities specific to small businesses during this unprecedented and uncertain time.

And here’s the thing, we know that every organization is different, so we offer uniquely bespoke financial solutions tailored to each client based on their specific business needs. One size does not fit all.

“MM Accounting and CFO Solutions has consistently exceeded my expectations in terms of their deliverables. The work quality is excellent. I appreciate how available she makes herself to my firm, as her client. Margo pays attention to detail and listens well to ideas — great firm to work with. I recommend MM Accounting and CFO Solutions without qualification or reservation.”

                                — Tony Motley

MS, MBA, MS-Tax, Enrolled IRS Agent (EA)

Check out our two-prong approach — first, we get to know you, your team and your business. Why? Because we know you’re so much more than numbers. The foundation of any high-performing partnership is a strong relationship, and we start building that with you from day one.

Then, using our extensive expertise and experience, we focus on efficiently managing your accounts and growing your business. Our proactive, targeted method is designed to save you time and money while accelerating smart growth and helping you reach your financial goals.

We’re with you every step of the way, providing a high level of customer care you deserve — and quite frankly, won’t find anywhere else in our financial field. Put your finances in our hands so that you can focus on what’s important – successfully running your business.

“Margo and her staff have been instrumental in the development of my business. In order to grow, I needed to start outsourcing some key tasks and wanted someone I could trust and someone who would be open to working with a small business. MM Accounting and CFO Solutions has answered both needs with a flexible working arrangement and a critical analysis of what needed to be done to ensure long-term efficiency. I highly recommend their services.”

                                     — Kathleen Walsh Principal, Kathleen Walsh Interiors

Choosing MM Accounting and CFO Solutions gives your company access to the cutting-edge accounting techniques used by large inhouse teams — without the hassle or overhead.

We’re here to help when you need us most — and we can get you set up to crush 2022.

With MM Accounting and CFO Solutions you save on:

• Salary and payroll taxes
• Employee benefits
• Unemployment costs
• Recruitment, hiring and training costs
• Sick and vacation pay
• Staff overhead

Our full-service, innovative approach lets you:

• Grow your business and generate revenue
• Improve the quality of your accounting and gain an unbiased perspective on your financial picture
• Employ a dedicated accounting team
• Reduce the impact of employee turnover

MM Accounting and CFO Solutions is ranked among the

Top 18 Bookkeepers in New York 

for a second straight year.

Starting right now, we can help you reclaim and realign revenue. Our services will enable you to increase productivity, efficiency and income.

You can’t afford to wait to prepare your financials for 2022.

Look, 2022 is coming your way — are you ready? We sure are — we’re ready to provide your business meticulously crafted, customized accounting solutions year-round, with personalized top-down support that business owners like you really need.

Sounds like a pretty great way to bring in the new year.

Schedule an MM Appointment Today!

Stay tuned — we’ll be cranking out more e-newsletters with specific offerings, targeted topics and actionable information to enhance your business.

Coming up, we’ll focus on the specifics of our CFO Solutions including Virtual CFO Services, Real Estate Accounting, High Net Worth Individuals and Virtual CFO Packages. Catch you later!

According to Jessie Hagen of the U.S. Bank, 82% of businesses fail because of poor management of cash flow. My Heartfelt CFO advice is: The most important aspect of cash flow management for a small business is avoiding extended cash shortages caused by an overly large gap between cash inflows and outflows. You won't be able to stay in business if you can't pay your bills for an extended time.

Margo Masri Mentorship

Some coaches claim to help you achieve your business goals and make more money. Others will work with you to explore your creativity and expand your mind. But choose to work with me and we’ll do it ALL.

I coach and mentor high-performing entrepreneurs, coaches and others who are ready to truly master their business dreams and unlock their fullest creative potential.

The first step is to realize that you don’t have a work-life and a home-life — you just have a life. The second step? Find out today.

Holistic & Heartfelt Accounting Happenings

“Profit is not something to add on at the end. It’s something to be planned for in the beginning.”

.…

With a wealth of diverse experience in advanced accounting techniques and bookkeeping, Margo Masri brings passion and energy to the company she founded in 2003. Margo was inspired to start MM Accounting and CFO Solutions after seeing many of her clients struggle to navigate the complex maze of financial jargon required to successfully run and, more importantly, grow their businesses. More than a decade later, she and her team continue to provide bespoke financial solutions to thousands of happy clients. Margo’s calling is bookkeeping, and she embraces “visionary accounting,” by approaching every business holistically, developing customized financial solutions that unlock potential and maximize growth. In addition to her work as a virtual CFO, Margo offers coaching services to help small business owners learn how to overcome hurdles they face managing their finances. She is also regularly invited to speak at industry events. With Brooklyn roots, Margo now lives on Long Island. She enjoys volunteering in her community, reading and exploring everything life has to offer.