Kathleen Walsh Principal, Kathleen Walsh Interiors

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.

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.

Richard Meyer, CPA, MBA Bookkeepers Plus

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.

Deborah A. Birnbaum Botwinick & Company, LLC

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.