Enjoy this conversation with Margo Masri, founder of Heartfelt CFO and Tax Services. In this conversation, Jonathan and Margo discuss understanding your mindset about money, steps to take to improve your business finances, and when a fractional CFO might be right for you.

Connect with Margo:
https://www.linkedin.com/in/margomasri/
https://heartfeltcfoandtaxservices.com/

Helpful links from Margo:
https://app.ajaxunion.com/v2/preview/F9yMKWbgHwJGxOCj60zn

Click to Access the Southwest Airlines 100,000 Point Offer


Email Jonathan with comments or suggestions:

podcast@thesourcecre.com

Or visit the webpage:

www.thesourcecre.com

*Some or all of the show notes may have been generated using AI tools.