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Margo Masri | CFO & Speaker

@margomasri

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If you're running a service-based business or mental health practice generating $1M–$30M in revenue, financial decisions become more complex. At this level, bookkeeping and year-end accounting are no longer enough. You need strategic financial leadership that helps you: • reduce unnecessary tax exposure • gain visibility into profit and margins • forecast cash flow with confidence • make smarter growth decisions I work privately with 7–8 figure CEOs who want a trusted financial partner overseeing tax strategy, financial oversight, and profitability. This is not for early-stage founders. This is not DIY accounting. This is Private CFO Advisory. #CFOadvisory #CFOservices #financialadvisory #financialadvisor #financialstructure
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Many businesses focus on increasing revenue. But what often matters more is how much profit the business actually retains. In 7–8 figure companies, profit is often lost through tax inefficiencies, unclear margins, and lack of financial visibility. This is where CFO-level strategy changes the game. Through Private CFO Advisory, we install financial systems and strategies that help CEOs: • strengthen margins • reduce unnecessary tax exposure • improve financial reporting • forecast growth with confidence • operate with greater financial clarity Private CFO Advisory is led by Margo Masri, Fractional CFO & Tax Strategist, with 18+ years of financial leadership experience. Recognized among the Top 100 Influencers in the Accounting Industry, and founder of a firm ranked Top 5 Accounting Firms for four consecutive years. #CFOservices #CFOadvisory #financialadvisor #financialadvisory #financialstructure
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Private CFO Advisory is designed for established CEOs seeking strategic financial leadership — not just accounting services. To ensure the right fit, every engagement begins with a short application. Step 1 — Apply Complete the Private CFO Advisory Application (3–5 minutes). Step 2 — Review We review your business, revenue level, and financial priorities. Step 3 — Strategy Call If approved, you will receive a private scheduling link for your CFO Strategy Call. No back-and-forth. No pressure. Just clarity on whether we’re the right financial partner. Scan the QR code to Apply! Or check the application link in the comments & bio. #cfoadvisory #financialadvisor #financialadvisory #financialservices #cfostrategy
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Your 9–5 can fund your next move. 💼➡️🏡 If you’ve been thinking about investing, building additional income, or making your money work harder — this is your sign. We’re breaking down practical strategies to grow revenue and build momentum the smart way. Don’t watch from the sidelines. 🔗 Tap the link in our bio to register. Going LIVE this Wednesday Feb, 25th from 6-8 pm EST. @margomasri @wamboldproperties
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Are you maximizing the profitability of your short-term rental? Join @wamboldproperties , CFO @margomasri , and Tax Manager Muhammad for a live webinar where we’ll unpack: ✔️ Tax strategies most STR owners overlook ✔️ How to structure your rental for stronger returns ✔️ Financial systems that protect and grow your income ✔️ Operational insights that increase cash flow If you’re a short-term rental owner, real estate investor, or second home owner — this session is built for you. Save the date Feb 25th | 6pm -8pm EST Message to secure your spot!
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CEOs, sometimes the biggest business shifts don’t start in the boardroom. They start in real life. A swim on the way to the gym turned into a moment of reflection for me. Motherhood shaped my identity for years. Business came alongside it. And then life asked me to blend the two. What started as “covering expenses” for my daughter’s next chapter quietly turned into ownership, investing, and another layer of leadership I never planned—but was prepared for. Being behind business owners every day taught me more than strategy. It taught me how to apply those skills when I needed them most. That’s the part we don’t talk about enough. How you show up in one area of life is often how you show up everywhere. So I’ll ask you the same question I asked myself: Was there a moment where life asked you to stretch—and business skills showed up to support it? 💬 Comment below. I’d love to hear your shift. #LeadershipJourney #WomenInBusiness #HeartfeltCFO #EntrepreneurLife #PersonalGrowth #BusinessMindset #CFOAdvisory
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Money is like air, always around us, yet often unnoticed. When you truly believe in its abundance, you stop chasing it out of desperation and start attracting it with intention. Scarcity fades when your mindset shifts. Think bigger, live freer, act bolder. Money, like air, flows to those who breathe it in with confidence and exhale fearlessly. You’ll see that wealth isn’t limited—it’s a current you can tap into, not a prize to be won. The real power lies in how you perceive its presence.
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Most people are terrified of money. Have you seen this fear in others—or yourself? Not because they’re bad with numbers—because they’re afraid of what the numbers might say. Here’s the truth: the credit card bill isn’t your enemy. The tax report isn’t here to hurt you. These are just signals. They’re stories in numeric form, trying to tell you what needs to change. But we’ve been trained to avoid them. Margo Masri built a business on this insight. She realized most entrepreneurs aren’t lacking intelligence. They’re just carrying shame. They’re brilliant dentists, lawyers, or creators who suddenly feel like kids in a calculus class the moment numbers show up. So she flipped the narrative. She made finance feel like a conversation, not a punishment. Her clients don’t just get tax filings. They get calm. Clarity. Control. She teaches them to stop chasing more and start listening to what their cash flow is already saying. It’s not about doing more. It’s about understanding more. And usually, it starts with one brave step: open the bill. Have you seen this fear in others—or in yourself?
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🚨 Red Connect Recap: Last Week’s Highlights! Last Wednesday, we had the incredible honor of hosting Margo Masri, a celebrated financial strategist, as our guest speaker at the Red Connect event! With over 500 attendees filling the room, Margo delivered a masterclass on financial empowerment, equipping our community with practical tools and strategies to elevate their businesses. Here’s what she shared: ✅ Tax Strategies to help you maximize your savings and keep more of your hard-earned money. ✅ Financial Organization techniques to streamline business operations and take control of your finances with ease. ✅ Smart Tools & Tips to amplify your real estate ventures and grow your business. Margo’s key takeaway? Managing your finances doesn’t have to be overwhelming—it’s all about working smarter, not harder. A massive thank you to Margo for sharing her expertise and inspiring the Red Connect community to reach new heights in financial success! 💡 Ready for more? Stay tuned for our next Red Connect event featuring more industry leaders, groundbreaking insights, and actionable strategies to help you thrive in real estate and beyond. #RedConnect #RedAwards #FinancialStrategies #RealEstateSuccess #BusinessGrowth #TaxTips #FinancialFreedom
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📣 Highlights from Last Week’s Red Connect Event! We were thrilled to welcome Margo Masri, a renowned financial strategist, as a guest speaker at our Red Connect event last Wednesday. In front of a packed audience of over 500 guests, Margo shared invaluable insights to elevate your financial game, including: 📊 Tax Strategies to maximize your savings 📑 Financial Organization to streamline your business operations 🏘️ Smarter Tools and Tips to boost your real estate business Margo reminded us that managing your finances doesn’t have to feel overwhelming—it’s about working smarter, not harder. Thank you, Margo, for empowering the Red Connect community with actionable knowledge! Stay tuned for more events and speakers who are shaping the future of real estate and business success. #RedConnect #RedAwards #RealEstateFinance #BusinessGrowth #TaxStrategies #FinancialSuccess
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📣 Highlights from Last Week’s Red Connect Event! We were thrilled to welcome Margo Masri, a renowned financial strategist, as a guest speaker at our Red Connect event last Wednesday. In front of a packed audience of over 500 guests, Margo shared invaluable insights to elevate your financial game, including: 📊 Tax Strategies to maximize your savings 📑 Financial Organization to streamline your business operations 🏘️ Smarter Tools and Tips to boost your real estate business Margo reminded us that managing your finances doesn’t have to feel overwhelming—it’s about working smarter, not harder. Thank you, Margo, for empowering the Red Connect community with actionable knowledge! Stay tuned for more events and speakers who are shaping the future of real estate and business success. #RedConnect #RedAwards #RealEstateFinance #BusinessGrowth #TaxStrategies #FinancialSuccess
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Join us this Wednesday for the Red Connect Winter Kickoff Party at PHD Rooftop in the Meatpacking District! ✨ Over 1,000+ guests are already signed up for an unforgettable night of networking, insights, and connections. 🎤 Keynote Speaker: @margomasri @cfomargo Topic: Simplify Your Q4 Filings: Tips for Staying Compliant with IRS Deadlines Presentation by Eric Zollinger RLTY CO Topic: What is RLTYco and how can it make your business better? Don’t miss this exclusive event to start the season strong with top industry leaders. 📍 Location: PHD Rooftop, Meatpacking District 📅 Date: Wednesday 🕕 Time: 6:00 PM Secure your spot and let’s kick off the winter season in style!
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