CFO Source Blog

The Benefits of a QuickBooks Clean-Up

September 2, 2024

If your financial records have become a bit chaotic, you’re not alone. Over time, even the best-kept QuickBooks accounts can become cluttered, leading to confusion, errors, and potential headaches during tax season. A QuickBooks clean-up can streamline your financial processes, giving you clear insights into your business’s performance and ensuring everything is in order. Enhanced […]

How Having A Part Time CFO Can Benefit Your Business

August 22, 2024

Examples of How We Earn Our Keep Why Recording Deposits Twice Can Cost You In reviewing a client’s books we noticed a deposit for about $65,000 from five months earlier that never showed up as a deposit at the bank. Turns out the deposit had been recorded twice, one was the correct account and the […]

How a Professional CFO Can Help With Bank Relations

August 1, 2024

Navigating the intricate world of bank relations is a crucial aspect of running a successful business. A professional Chief Financial Officer (CFO) can be an invaluable asset in this area, bringing expertise, strategic thinking, and a network of industry contacts to the table. At CFO Source we have a good deal of experience in this […]

Why Choose a QuickBooks Certified Professional

July 10, 2024

In today’s fast-paced business environment, managing finances effectively is paramount for success. One of the most reliable tools for small and medium-sized businesses is QuickBooks, a comprehensive accounting software that simplifies financial management. However, to leverage its full potential, partnering with a QuickBooks certified professional can make all the difference. At CFO Source, we’ve been […]

5 Benefits of Working With a Contractor Consultant

June 17, 2024

In today’s dynamic business environment, leveraging specialized expertise can significantly elevate your company’s operations. One effective way to access this expertise is by partnering with a contractor consultant. These professionals offer a wealth of benefits that can help your business thrive. Here are five compelling reasons to consider working with a contractor consultant. 1. Access […]

How Our Financial Stress Test Works

May 13, 2024

Navigating the complex landscape of financial management requires a robust strategy to ensure stability and resilience, especially during challenging times. At CFO Source, we recognize the critical importance of stress testing in safeguarding against potential financial risks and uncertainties. Let’s delve into how our financial stress test works and why it’s indispensable for businesses aiming […]

Why Choose QuickBooks for Your Bookkeeping

April 15, 2024

In modern business, efficiency is the name of the game. Every decision, and every tool utilized, must contribute to streamlining operations and maximizing productivity. When it comes to managing finances, QuickBooks stands tall as the go-to solution for businesses of all sizes. At CFO Source, we’ve witnessed firsthand the transformative power of QuickBooks in revolutionizing […]

How QuickBooks Has Changed Over the Years

March 15, 2024

For decades, QuickBooks has been the go-to solution for businesses of all sizes to manage their finances efficiently. As financial advisors at CFO Source, we’ve witnessed firsthand the remarkable evolution of QuickBooks over the years. Let’s take a stroll down memory lane and explore how this software has transformed to meet the ever-changing needs of […]

How to Prepare for This Tax Season

February 15, 2024

As another tax season approaches, it’s crucial for businesses to ensure they’re adequately prepared to navigate the complexities of tax compliance and optimization. At CFO Source, we understand the importance of strategic financial management, and we’re here to provide you with essential tips on how to prepare effectively for this tax season. Stay Organized Throughout […]

The Difference Between a QuickBooks Amateur and a QuickBooks Pro

January 5, 2024

QuickBooks is a powerful accounting software used by millions of businesses to manage their financial records, track expenses, and streamline financial processes. While QuickBooks is user-friendly and designed to be accessible to non-accountants, there is still a significant difference between a QuickBooks amateur and a QuickBooks Pro. Keep reading to learn the distinctions between these […]

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