Blog | CFO Source - Part 4
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

CFO Source Blog


Building a Budget that Works

Budgeting might not be your idea of fun, but it is necessary to ensure that you’re staying on track with your goals. However, there are right and wrong ways to approach your budget that can affect not only its success, but the success of your business. So, let’s take a look at how you can […]

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Investing in a Bright Future for Your Business

To call something a business versus calling it a hobby comes down to whether or not you’re generating revenue. At the end of the day, that’s what makes a business well, a business. So, whether you’re looking for a huge amount of growth, or you’re just looking to get back on track, your business’s financial […]

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Tax Preparations for Your Small Business

Taxes can be complicated whether they’re for your business or for your personal finances. Knowing how to approach them and where you can save is going to have a huge impact on your business. So, let’s take a look at how you can approach your tax preparations this year. Let’s Get Organized Before you can […]

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Does Your Bookkeeping Need a Refresher?

Running a business is a complex venture with lots of different angles to consider. When you’re directly involved with running your business, the accounting processes can sometimes fall to the wayside when you’re bogged down with client meetings and other daily operations. Here are a few signs that you need to hire professional bookkeeping services […]

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5 Quick Accounting Tips for Your Businesses

Accounting for your business is just as important as the services you perform and the products you provide. Without ample accounting sense, it won’t matter how great your company may seem; it will inevitably suffer in the long term. Here are some quick tips for accounting practices for your business—big or small. Automate What You […]

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Do You Need Business Guidance?

If you’re running a business, then you probably know what you’re doing. You’ve built your brand up from nothing or carried on a long legacy. However, even the most seasoned business professional needs a little guidance from time to time. The question is: Do you need business guidance? Financial Insights Offer Fresh Perspectives Sometimes, when […]

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How Can a QuickBooks Consultant Change your Business?

  QuickBooks can be a fantastic tool for your business, helping you track expenses and profit and stay organized throughout the year. But while QuickBooks is a great tool, it can also be a complicated one. Using a QuickBooks consultant to help understand and manage your record keeping can help you get the most out […]

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Use a Tax Planning Service to Save Money at Tax Time Next Year

Do you feel like taxes put a major burden on your business each year? Whether it be the financial burden, or the burden of stress that comes each spring as taxes are prepared and filed, using a tax planning service can help minimize that burden for your business. What are the benefits of a tax […]

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How Do You Set-Up Quickbooks Online?

  Using a program like Quickbooks for your expense keeping can help you stay organized throughout the year and during tax season. But where do you start and how do you set up Quickbooks anyway? Let’s look at what is involved in setting up Quickbooks for your business, and why getting help may be a […]

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Getting the Money You Need to Run Your Business

  Starting a new business is a lot of work, and coming up with the financing you need is a big part of the process. Whether you are hoping to build a large business or a small business, you’ll likely need some capital to get started. There are several things you can do to gain […]

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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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