Master Your Money, Lead with Confidence – The Summit Masterclass
Take Charge of Your Business Finances
Running your own business means wearing all the hats—bookkeeping, taxes, the works.
This is your blueprint for taking back control and finally feeling confident about your numbers.
Created by Margo Masri, founder of Heartfelt CFO & Tax Services, this masterclass shows you exactly how bookkeeping and taxes should work together to support your business—year-round.
What You’ll Learn
Real strategies to legally reduce your tax bill
How to spot and claim missed deductions
When and how to pay yourself or hire team members
Proactive planning for 1099s, W-2s, and filings
Building systems that prevent end-of-year chaos
Who This Is For
Hands-on business owners managing their own finances
Freelancers or solopreneurs fed up with financial mess
Anyone craving clarity without the accounting jargon
What You’ll Get
Pre-recorded masterclass (49 minutes)
Downloadable frameworks and checklists
Techniques you can implement right away
Lifetime access—revisit content anytime
See what others are saying about the Masterclass
“This finally made sense—I know exactly what to track and why.”
“I saved thousands this year just by applying one tip from Margo.”
Ready for Financial Control?
Get lifetime access for $599
New around here? Learn more about out practice on my website.
