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

CFO Source Blog


What is Needed to Support Significant Business Growth?

When a small business experiences rapid growth, there are certain systems that need to be put in place to support that growth, and encourage further growth. But what things are essential, and what things can hold off while the essentials are put in place? Let’s look at some of the systems and infrastructure that are […]

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Getting Help with Bank Funding

In most cases, getting funding from a bank for a small business start up is extremely difficult. Banks see too much risk when considering a start up and often refuse to loan the money as they don’t see any return on their investment. But it doesn’t have to be impossible. Let’s look at some ways […]

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Year-End Business Tax Review

Taxes give individuals and businesses anxiety every year. Filing taxes can be complicated, confusing, and overwhelming. If you own a business, taxes can be especially complicated, but by creating a year-end tax review you can organize your tax documents and head into the new year feeling confident. Document Preparation Towards the end of the year, […]

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How Do Some Companies Pay Fewer Taxes?

No one looks forward to paying taxes, whether it be personally or as a business owner. But some businesses manage to avoid certain Maryland taxes or pay less than others. How do they manage that? Keep Careful Track Good bookkeeping is a huge way businesses manage to pay less for taxes. By having a detailed […]

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Understanding a Federal Tax Lien

Taxes put stress on everyone, whether it be filing taxes or paying them, the whole process can be stressful for many people. In some cases individuals are unable to pay their taxes, whether it be entirely or in part. In these cases the government can put a lien on your assets, as collateral against the […]

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Should I Use an Outsourced CFO

If you run a small business, keeping track of the financials can be overwhelming. Couple this with trying to keep up with the day to day tasks your business needs to do to stay relevant and profitable and it gets downright unmanageable at times. In larger corporations a CFO handles the financial side of the […]

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QuickBooks for Beginners

QuickBooks is an online platform that allows small businesses to manage their finances by offering accounting of income and expenses. QuickBooks is a great tool that can help businesses stay organized and efficient, though not everyone knows how to maximize the benefits of using it. By understanding all of the services QuickBooks has to offer, […]

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Where to Start Growing your Company

If you run a small business and are looking to expand, it can be hard to know where to begin. By developing a smart business expansion plan, you can save yourself time and money. Being strategic in your business can help you grow while increasing your customer base and increasing your profits. Let’s look at […]

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Maryland CPA Services

A CPA, or certified public accountant, offers financial services to their clients, from business counseling to tax preparation. Managing your accounts and taxes can quickly become very complex, especially if you own a small business. Hiring a CPA can remove some of the burden and worry from your shoulders and give you peace of mind. […]

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Bookkeeping for Your Business

As the owner of a new business, you’re likely to be looking for a fast and efficient way to handle your company’s bookkeeping needs. Accurate accounting is a must-have for any business, and there are three basic ways that new business owners handle this need: Do it yourself with QuickBooks Outsource to a bookkeeping service […]

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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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Regions Served

  • 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.

    Baltimore County: Arbutus (21227), Catonsville (21228, 21250), Cockeysville (21030, 21031, 21065), Dundalk (21222), Edgemere (21219), Essex (21221), Garrison (21055), Lansdowne (21227), Lochearn (21207), Lutherville (21093), Middle River (21220), Milford Mill (21244), Overlea (21236), Owings Mills (21117), Parkville (21234), Park Heights (21215), Pikesville (21208), Randallstown (21133), Reisterstown (21136), Rosedale (21237), Timonium (21093), Towson (21204), White Marsh (21162), Woodlawn (21207), and more.

    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.

  • Washington, DC and Northern Virginia

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Halethorpe, MD 21227
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