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Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

CFO Source Blog


Merging Items in QuickBooks

When working in QuickBooks, you may find that you’ve accidentally created the same inventory item twice. Or maybe it’s easier for you to keep track of two different items as a single item. Either way, merging your items can help you keep track of your inventory. As an experienced Maryland QuickBooks consultant, we wanted to […]

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3 Key Features of QuickBooks for Business

If you’re looking for a business accounting solution, QuickBooks has earned a good reputation throughout the years. It’s become the first choice for business owners across the United States, and for good reason. QuickBooks has a wide range of versions and features that make it easy to incorporate into any type of business. Take a […]

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4 Ways QuickBooks Can Help Your Business Profit

You’re in business to make a profit. As a small business owner, you probably want to focus your attention on how to best serve your customers and not waste time learning how to do accounting work. That’s where QuickBooks can help. This accounting software makes it easy for you to keep track of your revenues […]

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How Quickbooks Can Benefit Contractors

Quickbooks has over 2 million worldwide subscribers. This software makes it easy for businesses and contractors to easily manage their bookkeeping. If you’ve heard about Quickbooks but aren’t sure how it can benefit you as a contractor, this article will help you gain a better understanding of the program. We’ll tell you how you can […]

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Quickbooks Tips: Setting Up Your Custom Preferences

QuickBooks is your best tool for organizing, managing, and analyzing your business’s finances. A big part of using this software effectively to manage these aspects of your business is choosing and implementing the right preferences in QuickBooks. Though this can be overwhelming when you’re just getting started, The CFO Source is a valuable business accounting resource in our […]

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QuickBooks Tips: Common Problems with Your Chart of Accounts

When you’re looking for an effective solution for organizing, managing, and analyzing your business’s finances, QuickBooks is your best tool. Troubleshooting common issues within your Chart of Accounts can be tricky if you are new to using this software, but The CFO Source is a valuable business accounting resource in our community that is here to help. Here are some of […]

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Quickbooks Tips: Offsetting Payables Against Receivables

QuickBooks is the ideal solution for organizing, managing, and analyzing your business’s finances. Understanding how offset payables against receivables in business accounting can be overwhelming if you aren’t familiar with this software, but The CFO Source is a valuable resource that’s here to help. If your business has both payables and receivables due to and […]

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QuickBooks Tips: Setting Up Your Chart of Accounts

QuickBooks is the ideal solution for organizing, managing, and analyzing your business’s finances. Setting up your Chart of Accounts can be a bit tricky if you aren’t familiar with this software, but The CFO Source is a valuable business accounting resource in our community, and we are here to help. What is the Chart of […]

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3 Reasons to Hire a Business Consultant This Year

No matter what kind of business you have or what industry you’re in, running a small business in Maryland is difficult and you need all of the help you can get. Whether your business needs help with Quickbooks, financial management, decision making, or taxes, you can get help by working with an experienced Maryland business […]

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QuickBooks Features to Better Your Business in 2020

QuickBooks is among the best accounting software for business. It is designed to suit varying business types and sizes and can be scaled to grow with your business. Whether you haven’t considered using this tool yet or you are intimidated by its intricacies, The CFO Source is here to help make QuickBooks easier to navigate […]

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What Our Clients Say...

"We struggled for several years with high turnover in our bookkeeper position, which resulted in missed billings and duplicate payments. Craig Kershaw was able to locate a high caliber person who quickly took over the accounting and is now helping to expand the business into new markets. I no longer worry about whether my accounting is being done properly."

-Bryant Brambeck, Owner, Liberty Emblem Company

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  • Frederick County: Frederick (21701, 20702, 21703, 21709), New Market (21774) , Mount Airy (21771), Urbana (21704), Ijamsville (21754), Walkersville (21793), Libertytown (21762), Damascus (20872), and more.

    Howard County: Clarksville (21029), Columbia (21044), Cooksville (21723), Dorsey (21075), Elkridge (21075), Ellicott City (21043), Fulton (20759), Glenelg (21737), Glenwood (21738), Granite (21163), Hanover (21076), Highland (20777), Jessup (20794), Lisbon (21765), Marriottsville (21104), North Laurel (20723), West Friendship (21794), Woodbine (21797), Woodstock (21163), and more.

    Montgomery County: Olney (20832), Damascus (20872), Laytonsville (20882), Silver Spring (20910), Clarksburg (20871), Gaithersburg (20878), Germantown (20876), Bethesda (20816), Chevy Chase (20815), and more.

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    Carroll County: Eldersburg (21784), Finksburg (21048), Hampstead (21074), Manchester (21102), Marriottsville (21104), Taneytown (21787), Union Bridge (21791), Westminster (21157, 21158), Mount Airy (21771), New Windsor (21776), Sykesville (21784), Woodbine (21797), Taneytown (21787), and more.

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