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Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

CFO Source Blog


Can Your Small Business Get a Tax Refund

Tax structures and brackets can be extremely difficult to understand, but as a small business owner it’s important that you have at least a basic understanding of the taxes your business is paying. As someone who’s been providing Marylanders with tax planning services for many years, we wanted to take some time today to talk […]

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Is Your Small Business Reaching its Full Potential?

Trying to get ahead as a small business owner can be extremely difficult. You need to outmaneuver your competition, many of whom are much bigger than you and need to keep on top of your industry.  If you want your small business to reach its maximum potential, there’s a lot of information you need to […]

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Why Your Small Business Should Hire a Tax Planner

Business tax season is just around the corner, and if you’re a small business owner you need to make sure you’re prepared. The best way to ensure you’re prepared for tax season is to work with a Maryland small business consultant. As someone who’s been providing Maryland with our small business consultant services for years, […]

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Setting Your Business Up for Success in 2021 Using QuickBooks

When planning for the coming business year, it’s very important for the success of your business that you’re getting the most out of your accounting department. There are many different ways that using QuickBooks can benefit your business, and as a MD QuickBooks consultant, we wanted to take some time today to talk about just […]

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How to Make Year-End Accounting Easier with QuickBooks

2020 has been one of those years that just seems to drag on and on, and while most of us are probably looking forward to 2021, there’s still some work to be done in 2020. With the business year soon coming to an end, and as an experienced Maryland accountant, we wanted to take some […]

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Merging Items in QuickBooks

When working in QuickBooks, you may find that you’ve accidentally created the same inventory item twice. Or maybe it’s easier for you to keep track of two different items as a single item. Either way, merging your items can help you keep track of your inventory. As an experienced Maryland QuickBooks consultant, we wanted to […]

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3 Key Features of QuickBooks for Business

If you’re looking for a business accounting solution, QuickBooks has earned a good reputation throughout the years. It’s become the first choice for business owners across the United States, and for good reason. QuickBooks has a wide range of versions and features that make it easy to incorporate into any type of business. Take a […]

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4 Ways QuickBooks Can Help Your Business Profit

You’re in business to make a profit. As a small business owner, you probably want to focus your attention on how to best serve your customers and not waste time learning how to do accounting work. That’s where QuickBooks can help. This accounting software makes it easy for you to keep track of your revenues […]

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How Quickbooks Can Benefit Contractors

Quickbooks has over 2 million worldwide subscribers. This software makes it easy for businesses and contractors to easily manage their bookkeeping. If you’ve heard about Quickbooks but aren’t sure how it can benefit you as a contractor, this article will help you gain a better understanding of the program. We’ll tell you how you can […]

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Quickbooks Tips: Setting Up Your Custom Preferences

QuickBooks is your best tool for organizing, managing, and analyzing your business’s finances. A big part of using this software effectively to manage these aspects of your business is choosing and implementing the right preferences in QuickBooks. Though this can be overwhelming when you’re just getting started, The CFO Source is a valuable business accounting resource in our […]

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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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  • 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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5515 Hudson Drive
Sykesville, MD 21784
phone icon 443-487-7733 | Fax: (206)415-2361
info@cfosource.net

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