Maryland Bank Relations | CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

Maryland Bank Relations

Are You in Need of Bank Funding but Don’t Know Where to Begin?

Having a Relationship with a Bank Can Provide Your Company With the Funds it Needs to Grow

Our proven success is based around improving your companies bank relations and securing funding with:

  • Realistic and Future-Focused Budgeting
  • Thorough and Accurate Financial Projections
  • Business Plans Featuring Attainable Goals
  • In-depth Cash Flow Analysis

Since the economic turn, securing solid bank financing has become more and more difficult as banks increase their requirements for obtaining financing. Because banks have tightened up their process for lending, it is becoming increasingly more and more important to have good bank relations.

The CFO Source knows the process, we have worked with many banks and lenders over the years and can thoroughly analyze your finances and assist you in preparing and submitting a bank loan package setup for success.

The CFO Source provides business changing help with bank relations to Maryland companies in the Baltimore area including: Ellicott City, Columbia, Owings Mills, Towson, Eldersburg, Westminster, and all of central Maryland.

Counting on the CFO Source provides you with peace of mind as we:

  • Utilize our years of experience working with banks to better understand the banking process.
  • Analyze your finances and assemble a bank loan package explaining your business thoroughly and accurately and with an outlook for growth.
  • Work with your company to identify and establish a business plan that establishes trust with banks.

We have helped many businesses in the past secure funding and establish winning bank relationships.

If you’re ready to change how you interact with banks contact us at 410.242.0526 or request a complementary analysis.

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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