CFO Source Blog

5 QuickBooks Mistakes Business Owners Commonly Make at the Start of a New Year

January 7, 2026

Running a business in Maryland requires more than just a great product or service; it demands a clear, accurate view of your financial health. As the calendar flips to January, many business owners rely on QuickBooks to set the tone for the coming year. However, the first few weeks of the new year are often […]

How to Work With Your QuickBooks Data for Better Tax Prep

December 3, 2025

Tax season can catch business owners off guard. One moment you’re busy with daily tasks, and the next you’re scrambling to gather reports, receipts, and numbers you haven’t checked in months. If you use QuickBooks, the good news is that most of what you need is already there; you just have to use it correctly. […]

The Link Between Tax Planning and Long-Term Business Strategy

November 3, 2025

For many business owners, taxes are something to think about once a year, during filing season. But in reality, tax planning should be a year-round strategy that directly supports your company’s long-term financial goals. At CFO Source, we help businesses see beyond the numbers and use tax strategy as a key component of financial growth. […]

QuickBooks for Year-End: 5 Tasks You Should Tackle in October

October 1, 2025

The end of the year may feel far away, but for business owners, October is the perfect time to start preparing your books. By getting a head start, you’ll reduce stress, avoid costly mistakes, and ensure tax season goes smoothly. QuickBooks makes year-end prep easier—but only if you use it effectively. At CFO Source, we […]

Why Every Small Business Should Schedule a Fall Financial Review

September 3, 2025

As the year begins winding down, many small business owners are focused on hitting sales goals, managing the holiday rush, or preparing for end-of-year customer engagement. But fall is also a critical—and often overlooked—time to get your finances in order. A proactive financial review this season can make all the difference in how your business […]

Why You Need More Than a Bookkeeper: The Value of CFO-Level Insight

August 6, 2025

For many small and mid-sized businesses, a bookkeeper is the first financial hire. They handle day-to-day tasks like recording transactions, reconciling accounts, and ensuring bills get paid on time. While these are essential responsibilities, they only scratch the surface of what your business needs to thrive. If you’re ready to grow, improve profitability, or make […]

The Role of a CFO in Navigating Bank Loans and Credit Lines

July 3, 2025

Access to capital can make or break a business, especially during times of growth, uncertainty, or transition. Whether you’re applying for your first business loan, seeking a line of credit for working capital, or refinancing existing debt, navigating the lending process can be complex. That’s where a Chief Financial Officer (CFO)—or a fractional CFO—can be […]

The Top 5 QuickBooks Features Business Owners Underuse

June 4, 2025

QuickBooks is one of the most popular accounting platforms for small and medium-sized businesses—and for good reason. It’s user-friendly, scalable, and packed with features that help streamline financial management. However, many business owners only scratch the surface of what QuickBooks can do. As a result, they may miss out on time-saving tools and deeper financial […]

Financial Management Tips for Growing Construction Companies

May 7, 2025

As a construction company grows, so do its financial challenges. Managing cash flow, tracking expenses, and forecasting profits becomes more complex with every new project, client, and employee. Without a solid financial strategy, even successful contractors can find themselves facing cash shortages, cost overruns, or compliance issues. At CFO Source, we specialize in helping growing […]

5 QuickBooks Features Every Small Business Should Be Using

April 2, 2025

QuickBooks is one of the most powerful and accessible accounting tools available to small business owners—but many users only scratch the surface of what it can do. Beyond tracking income and expenses, QuickBooks offers a range of features designed to save time, reduce errors, and provide valuable financial insights. At CFO Source, we help small […]

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