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Owned by Margo

Heartfelt CFO Community

39 members • $199/year

Welcome to our Heartfelt CFO Community —a thriving space created by and for bold mental health business owners ready to elevate their businesses.

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🚨 Choosing between SCorp or LLC? We’re Live Today at 12 PM ET!
Today’s session: S-Corp or LLC? How to Make the Right Call for Your Practice If you’ve been unsure whether switching to an S-Corp is the right move, this session will help bring clarity. We’ll walk through: • when it does and doesn’t make sense • how S-Corp payroll works • red flags to watch before switching To join the live: 1️⃣ Go to the Calendar section 2️⃣ Click today’s event 3️⃣ Join through the Zoom link 🕒 Today at 12 PM ET Come with questions — this is all about helping you make informed, confident decisions.
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🔥 Stop Guessing Your Taxes (This Changes Everything)
Practice Owners, are you still guessing your taxes every year? Quick reminder — we’re going live today! Most therapists think tax season stress comes from taxes. But it usually comes from something else: Unclear numbers. In this session, we’re breaking down: • why tax season feels overwhelming • why estimating keeps you stuck • how planning changes everything If your finances have ever felt reactive or unclear, this will help you see things differently. 📅 Happening today. 👉 Click the link in the calendar to join.
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🚨We’re Live Today - Tax Deductions Therapists Often Overlook
Today’s session is Tax Deductions Therapists Often Overlook — a simple conversation to help you understand which business expenses therapists commonly miss and how to track them more clearly. If taxes have ever felt confusing or stressful, this live will help bring some clarity. We’ll cover: • common deduction categories in therapy practices • why many therapists accidentally miss deductions • how to think about business expenses more simply • small habits that make tax season easier To join the live: 1️⃣ Go to the Calendar section in Skool 2️⃣ Click today’s event 3️⃣ Click the Zoom link to join the session 🕒 Today at 12 PM ET Bring your questions — the goal is to help you feel more confident and less overwhelmed when it comes to taxes.
1 like • 20d
@Rotem Brayer No worries, yes I am! 😊 I will upload the replay here and let you know when it's up.
0 likes • 20d
@Rotem Brayer I sent you a DM. Replays are also in the Classroom
🚨 New Tax Trainings in the Classroom!
Since we're in the middle of tax season, I’ve added two helpful sessions inside the Classroom that will help you feel more prepared and confident when it comes to your practice finances. If taxes tend to bring up stress or uncertainty, these trainings will help simplify things. 📚 Available now in the Classroom: 1️⃣ Tax Roadmap for Practice Owners A clear walkthrough of how taxes actually work for therapy practices. 2️⃣ Tax Deductions Therapists Often Overlook A practical session on the most common expense categories therapists forget to track and how understanding your deductions can help you avoid overpaying taxes. These two sessions are meant to help you move from tax anxiety → tax clarity. 💡 If taxes have ever made you think “Am I missing something?” or “Am I doing this right?” these trainings will give you a much clearer foundation. 👉 Head to the Classroom section to watch both sessions. And after watching, feel free to share in the comments: What’s one insight or takeaway that helped you see your finances differently?
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Help Us Schedule This Around You!
We’re planning our upcoming live sessions and I want to be intentional about when we show up — so it actually works for your life. ☺️ If you plan to attend live sessions, when are you most available?
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Margo Masri
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@margo-masri-7181
It is my heartfelt mission to provide clients with truly visionary accounting and CFO services that increase profits, save time & stimulate growth

Active 22h ago
Joined Apr 4, 2025
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