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CFO Source Blog


QuickBooks Tips: Common Problems with Your Chart of Accounts

When you’re looking for an effective solution for organizing, managing, and analyzing your business’s finances, QuickBooks is your best tool. Troubleshooting common issues within your Chart of Accounts can be tricky if you are new to using this software, but The CFO Source is a valuable business accounting resource in our community that is here to help. Here are some of […]

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Quickbooks Tips: Offsetting Payables Against Receivables

QuickBooks is the ideal solution for organizing, managing, and analyzing your business’s finances. Understanding how offset payables against receivables in business accounting can be overwhelming if you aren’t familiar with this software, but The CFO Source is a valuable resource that’s here to help. If your business has both payables and receivables due to and […]

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QuickBooks Tips: Setting Up Your Chart of Accounts

QuickBooks is the ideal solution for organizing, managing, and analyzing your business’s finances. Setting up your Chart of Accounts can be a bit tricky if you aren’t familiar with this software, but The CFO Source is a valuable business accounting resource in our community, and we are here to help. What is the Chart of […]

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3 Reasons to Hire a Business Consultant This Year

No matter what kind of business you have or what industry you’re in, running a small business in Maryland is difficult and you need all of the help you can get. Whether your business needs help with Quickbooks, financial management, decision making, or taxes, you can get help by working with an experienced Maryland business […]

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QuickBooks Features to Better Your Business in 2020

QuickBooks is among the best accounting software for business. It is designed to suit varying business types and sizes and can be scaled to grow with your business. Whether you haven’t considered using this tool yet or you are intimidated by its intricacies, The CFO Source is here to help make QuickBooks easier to navigate […]

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What Tax Deductions are Available to my Small Business?

Tax season is coming up, which means it’s time to get your business’s financial accounting for 2019 in order. Deductions are important for small businesses to make, as they can lower tax dues and improve your return. But what deductions are available for you to make this tax season? Take a look at our list […]

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5 Year-End Accounting Tips for Your Small Business

As 2019 comes to a close, you may be looking ahead to 2020 but your small business can benefit by taking some time at the end of the year to take care of some simple accounting tasks. It’s important to go into the next year with a good understanding of where your small business stands. […]

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Ongoing Tax Preparations to Start Now

Tax season might be a few months away, but preparations for your business taxes shouldn’t wait until the last minute. In fact, savvy professionals utilize ongoing tax preparations to ensure perfect compliance. Here are a few ways you can get your business finances together now to ensure you’re ready for tax time. Keep Track of […]

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3 Commonly Asked Questions About QuickBooks

QuickBooks has been around for years and continues to be improved to make it better and better for business owners. This accounting software helps businesses in all different industries to more easily manage their sales, inventory, accounting, and more. We’ve answered the most common questions about QuickBooks, so read on to find out more. Q: […]

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How Can You Stay on Top of Your Business’s Finances?

Managing all of the aspects of your company can be overwhelming. Don’t let managing your company’s finances be a responsibility that gets pushed aside or neglected. Instead, follow these tips to make a typically time-consuming business task more efficient. Tips for Managing Your Business’s Finances Categorize Your Expenses – In order to better visualize and […]

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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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