I am pleased to provide a reference for Ms. Margo Masri. Our firm provides the accounting services for a large medical practice in which Margo performed day-to-day bookkeeping services for the entity since 2012. Her duties included, but were not limited to, cash receipts, cash disbursements, accounts payable, payroll and other related accounting functions.
I have always found her to be honest, considerate and a diligent She demonstrated her skills on numerous occasions and would definitely be an asset to your organization.
I am a Certified Public Accountant that has worked with Margo on several projects. Margo’s work is thorough, comprehensive and accurate. When there are questions, Margo has the answers.
I find that I can rely on Margo’s numbers to use for analysis or tax
returns. I do not worry that the numbers are incorrect. When I use Margo’s financial statements, I know the accounts have been reviewed and reconciled.
I couldn’t be happier with Margo’s service. Margo and her staff provide timely and accurate work at a reasonable price. They are also diligent and go the extra distance that you want from a group who works with us on a remote-site basis. Margo and her people do not rest until our work is in perfect year-end shape for transmittal to our accountant. If you are looking for a way to have professional bookkeeping services on a contract basis, you cannot do better than to work with Margo.
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. The files are now well organized, Margo and her staff are very responsive to questions, and the scale of our working relationship has grown with the pace of my business growth. I trust their work and that alone affords me the peace of mind to address my other business needs. My investment has paid off and it shows with on-time billings to clients, monthly reconciliation of my accounts, organized quarterly and annual reports for tax filings, and most important, new found free time on weekends! I highly recommend their services.
MM Accounting and CFO Solutions really helped me grow my business. I was spending so much time trying to figure out the day-to-day finances that I lost the ability to grow my business. Now I can focus on growth and let Margo worry about the details!
MM Accounting and CFO Solutions provided a great level of service to us, particularly during a time of rapid growth. Margo’s work for us included setting up a web-based accounting system which let us share all financial data in real time, along with her working as our financial manager. Margo and her team were always available to handle our questions – by phone, after-hour e-mails, or in-person visits to our New York office. We feel confident in outsourcing nearly all our financial matters to them.
Margo Masri is a smart, no-nonsense bookkeeper with a big heart and an eye for detail. She works hard to get to know her clients and their needs. She puts things in order and keeps them that way – even if that means she has to give you a nudge (or even a swift kick) from time to time. Her staff is also extremely capable, which means there is almost always someone around to help you on the rare occasions you cannot reach Margo immediately. I’ve worked with MM Accounting and CFO Solutions for more than three years now, and am always thankful that there’s someone there to watch my back and to handle the minute details, so I can focus on running my business.
MM Accounting and CFO Solutions Service has provided us with a detailed and efficient level of service. She helped create order in our new business and allowed to grow tremendously. Her services are to be commended!
I am an Enrolled IRS Agent (EA). I operate a tax preparation, advisory and small business consulting firm. 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.