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Owned by Margo

Heartfelt CFO Community

40 members • $199/year

Welcome to our Heartfelt CFO Community —a thriving space created by and for bold mental health business owners ready to elevate their businesses.

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52 contributions to Heartfelt CFO Community
🚨 We’re live today at 3 PM ET!
If you’ve ever felt unsure about how to pay yourself from your practice, this session is for you. In "How to Pay Yourself Correctly as a Therapist", we will walk you through: - Sole prop self-pay - LLC owner draws & distributions - When S-Corp payroll makes sense - Common self-pay mistakes - A simple, repeatable self-pay formula You’ll leave knowing exactly when, how, and how much to pay yourself — without second-guessing. 🕒 Today at 3 PM ET 👉 Join live on Zoom:https://us02web.zoom.us/j/85474061080?pwd=rRXiB4MuXsDRjK1fijjQ4vTwCx3Pt1.1 Bring your questions. Leave with a plan.
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🚨 We’re live today at 3 PM ET!
💸 Still Guessing Your Paycheck? Let’s Fix That Tomorrow (3 PM ET)
If you’ve ever paused before paying yourself and thought: "Am I taking too much?" "Am I doing this the right way?" "Should I be on payroll instead?" You’re not alone — and you’re not doing anything wrong. 💛 No one teaches therapists how to pay themselves clearly, and guessing creates unnecessary stress around money you’ve already earned. That’s exactly why we’re hosting this live training tomorrow at 3 PM ET ⏰: How to Pay Yourself Correctly as a Therapist This session is about clarity — not rigid rules, not shame, not overwhelm. You’ll learn: - How sole proprietors should pay themselves (and what to stop doing) - How LLCs structure owner pay without creating tax issues - When S-Corp payroll actually makes sense — and when it doesn’t - The most common self-pay mistakes therapists make - A simple, repeatable formula to calculate how much to pay yourself each month By the end of this training, you’ll know exactly when, how, and how much to pay yourself — so you can stop second-guessing and start paying yourself with confidence. ✨ Join Us Live on Zoom — Tomorrow at 3 PM ET 👉 Zoom Link:https://us02web.zoom.us/j/85474061080?pwd=rRXiB4MuXsDRjK1fijjQ4vTwCx3Pt1.1 Bring your questions. Leave with a clear plan. 🧠➡️📊 You deserve a paycheck that supports your life and your practice. See you tomorrow, Margo
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💸 Still Guessing Your Paycheck? Let’s Fix That Tomorrow (3 PM ET)
🔥 Replay Is LIVE + This Friday’s Topic Is a MUST
Hey everyone! The replay from our live with Krysteena Wilson, LCPC is officially UP, and this one is powerful. We talked about what it really means to step into the Therapist to CEO role and build a practice that grows without burnout. Watch it here: 👉 Classroom 👉 Live Replays 👉 Friday Real Talk 👉 Click “Therapist to CEO: Designing a Practice that Grows” And before you go — a little teaser for this Friday’s live 👀👇 This Friday: How to Pay Yourself Correctly as a Therapist This is hands down one of the biggest questions therapists ask, and we’re breaking it down in a way that finally makes sense. We’ll cover: - How sole proprietors should pay themselves - How LLC owners should pay themselves - When (and when NOT) S-Corp payroll actually makes sense - A real example from Avigail’s situation — and what not to do - A simple, clear self-pay formula based on your monthly income You’ll walk away knowing exactly when to pay yourself, how to do it, and how much to pay — with confidence. Once you’ve watched the replay, drop your takeaways in the comments so we can keep the conversation going. And come ready for another clarity-packed live this Friday 🔥
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We’re LIVE Today at 3PM ET — Don’t Miss This 🔥
Just a quick (and very excited!) reminder that we’re going LIVE today at 3 PM ET with a special guest expert who’s bringing the kind of insight and clarity every mental health business owner needs more of. This session is going to be practical, grounding, and deeply supportive — the perfect combination to help you think more clearly about your practice and your next steps. ✨ LIVE Today at 3 PM ET We’ll be diving into the mindset frameworks and real-life tools that help you run your business with more confidence, less chaos, and way more ease. Zoom Link to Join:https://us02web.zoom.us/j/86247778406?pwd=9FyFtvhRAKRMcnuL0fdQgmp0qTr1jG.1 Can’t wait to see you there!
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We’re LIVE Today at 3PM ET — Don’t Miss This 🔥
Tomorrow: Friday Real Talk with Krysteena!
Just a quick reminder — Friday Real Talk is happening tomorrow! 🎉 We’re excited to welcome Krysteena Wilson, LCPC, a licensed clinician, group practice owner, and business coach, who will be sharing how to grow a profitable, sustainable practice without the burnout. 🗓 When: Friday, Dec 12 | 3PM ET 📍Where: Join us on Zoom: https://us02web.zoom.us/j/86247778406?pwd=9FyFtvhRAKRMcnuL0fdQgmp0qTr1jG.1 Don’t miss this opportunity to get clarity, practical tips, and the support you need to finish the year strong. 👉 Click the link above to join the live tomorrow! See you there!
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Tomorrow: Friday Real Talk with Krysteena!
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Margo Masri
2
12points to level up
@margo-masri-7181
It is my heartfelt mission to provide clients with truly visionary accounting and CFO services that increase profits, save time & stimulate growth

Active 2h ago
Joined Apr 4, 2025
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