Business Details
24 Years
experience
Expert Accounting & CFO Services in New York
Margos Bookkeeping Service is a full-service accounting firm established in 2002, dedicated to helping businesses and individuals navigate complex financial and tax challenges. Our team of certified professionals provides outsourced CFO services, bookkeeping, tax planning, and personalized financial strategies tailored to each client's unique needs. With expertise in business scaling, cash flow management, and entity structuring, we empower clients to reduce tax liabilities, increase profitability, and focus on core operations. Our remote team combines academic qualifications with practical experience to deliver accurate, timely, and compliant financial solutions.Recognized for excellence in the industry, we have been ranked among New York's top bookkeepers and received multiple awards for tax and business growth services. By offering both comprehensive monthly packages and one-time consultations, we cater to businesses of all sizes while maintaining a commitment to education through our Ultimate Business Resource platform. Our proactive approach ensures clients receive strategic advice year-round, not just during tax season.
Services
Tax Planning
Business Accounting
Bookkeeping Services
Virtual CFO
Payroll Processing
Details
- Year established: 2002
Highlights and features
- We offer over 20 years of experience in strategic tax planning and business accounting.
- Our team provides customized financial strategies tailored to your industry and growth goals.
- We implement advanced bookkeeping systems to optimize cash flow and reduce errors.
- Our proactive approach prevents tax penalties through year-round financial management.
- Our founder is a certified accounting professional recognized nationally for service excellence.
What people say
Timely and accurate work
Instrumental in development
Highly recommend
Tax savings success
Proactive support
Services
Tax Planning
Our tax planning services analyze your financial situation to implement legal strategies that minimize tax liabilities. We specialize in entity structuring, income deferral/acceleration, and maximizing deductions through proactive year-round planning rather than reactive tax preparation. Our expertise helps businesses and individuals save thousands annually while maintaining full IRS compliance.
Virtual CFO
Our Virtual CFO services provide executive-level financial guidance without full-time employment costs. We offer cash flow analysis, budget preparation, trend forecasting, and strategic business growth planning tailored to your industry. Clients gain access to real-time financial insights and customized reporting that supports data-driven decision-making for sustainable expansion.
Bookkeeping Services
We maintain accurate, up-to-date financial records through systematic transaction recording and monthly reconciliation. Our bookkeeping services ensure proper categorization of expenses, timely payroll processing, and comprehensive financial reporting that provides clear business performance insights while preventing costly errors.
Business Accounting
Our business accounting solutions cover complete financial lifecycle management, including accounts payable/receivable, financial statement preparation, and cash flow optimization. We help companies establish proper entity structures, implement effective budgeting systems, and develop financial controls that support long-term growth and compliance.
People
Margo Masri
Founder
Margo Masri founded Margos Bookkeeping Service in 2002 after identifying business owners' struggles with financial management. With two decades of experience, she has developed proven systems that help clients achieve consistent growth through strategic tax planning, business optimization, and financial education. A certified professional with numerous industry awards.
Questions
What specific accounting services do you offer businesses?
We provide comprehensive business accounting including bookkeeping, financial reporting, cash flow management, payroll processing, budget preparation, and strategic financial planning tailored to your industry needs.
How do you help reduce tax liabilities?
Through proactive tax planning strategies like entity restructuring, income timing optimization, and maximizing legal deductions while maintaining full compliance with current tax codes.
What industries do you specialize in?
We serve diverse industries including real estate, healthcare, construction, professional services, and small businesses across New York and nationwide.
Can you help with business financial systems setup?
Yes, we implement customized accounting systems, develop financial controls, and train staff while providing ongoing support to ensure proper maintenance and reporting accuracy.
Do you offer remote accounting services?
Our virtual services deliver complete accounting solutions remotely, including bookkeeping, CFO advice, and tax planning for businesses nationwide through secure digital platforms.
