Business Strategy and Coaching | CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

Is Your Strategy Working?

Having a good strategy and the action plans to make your strategy work are critical to getting your results beyond ho-hum and into outstanding. We can help you identify strategies that fit your business. Consider the following:

Which strategy best describes your current approach?

Low cost provider

  • Are you the cheapest guy in town, do you sell on price?
  • Do you enjoy economies of scale?
  • Do you offer a standard product?


Innovator with outstanding customer service

  • Are you continually coming up with new ways of doing things?
  • Can you get a premium price for a unique product?
  • Do you customize your product to each customers specific needs?

Stuck in the Middle

  • Are you customizing your product for each customer while competing on price?
  • Do you know who your competitors are and what their strategies are?
  • Do you prepare a written plan with action items and track your progress?

Call us today at 410.242.0526 or request a complementary analysis and plan for the future.

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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Contact CFO Source

1204 Taylor Avenue
Halethorpe, MD 21227
phone icon (410)242-0526 | Fax: (206)415-2361
info@cfosource.net

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