Proactive • Creative • Unique
P.O. Box 294, Cedarhurst, NY 11516 |      

Customized Accounting and Payroll Services

Visionary Financial Solutions with Margo, Your Heartfelt CFO

Take the Quantum Leap

Margo's Bookkeeping Services LLC

Your accounts in the right hands

About Us

Margo’s Bookkeeping Services LLC of New York is a full-service accounting and bookkeeping firm with a unique vision. We believe that every single organization is different, which is why we offer bespoke financial solutions to all our clients. Utilizing our expertise and experience, we focus not only on efficiently managing your accounts, but also growing your business. At the same time, we understand that the foundation of any high-performing partnership is a strong relationship, and we take care to get to know you, as well as your firm.

Our Mission

At Margo’s Bookkeeping Services LLC, it’s our heartfelt mission to provide all our clients with truly visionary accounting and bookkeeping services that increase profits, save time, and ultimately stimulate growth.

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Customized Accounting

When it comes to your business, one size does not fit all. That’s why we offer meticulously crafted, bespoke accounting solutions tailored specifically to suit the needs of your business. Our proactive, targeted approach is designed to save you time and money while catalyzing growth and helping you reach your financial goals.

But we believe truly visionary accounting is about more than just the numbers. It’s about providing a level of customer care you simply won’t find elsewhere. That’s why we offer the kind of year-round, top-down support business owners really need.

Put your finances in our hands so that you can focus on what’s important – successfully running your business.

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Full Service Accounting And CFO Services

We provide a full suite of services to help you with your business.

  • Outsourced CFO
  • Business Scaling
  • Automation & Streamlining
  • Accounts Payable
  • Petty Cash
  • Monthly Reconciliation of all Bank and Credit Card Statements
  • Quarterly and Year End Reports
  • Financial Reporting on a Cash or Accrual Basis
  • Customized QuickBooks including Chart of Accounts
  • Accounts Receivable including Rent Roll
  • Payroll Processing

Blog Updates

2017 Year End Tax Tips: Part 2

The holidays are one of the busiest times of the year. With personal obligations to fulfill and organizational goals to complete, managers and business owners will be stressed. And, ...

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Start-Ups: 6 Part Financial Section of a Business Plan

Any million-dollar business starts with a golden idea. But, to become and remain profitable, it needs an organized, well-constructed business plan. As all entrepreneurs know, business plans should lay ...

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8 Causes of Sloppy Bookkeeping

An organized record of key financials like expenses and expected income is key to success for small business owners. For this reason, a proactive bookkeeping strategy through automated bookkeeping ...

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