CFO Source Blog

5 Signs Your Business Could Benefit from a Part-Time CFO

January 9, 2025

Running a successful business requires more than a great product or service—it demands sound financial management. For many small and medium-sized businesses, hiring a full-time Chief Financial Officer (CFO) isn’t practical or necessary. That’s where a part-time CFO comes in, providing expert financial guidance without the expense of a full-time executive. At CFO Source, we […]

Making Sure Your Books are in Order for Tax Season

December 16, 2024

Tax season can be a stressful time for business owners, but with proper preparation and organized financial records, you can make the process much smoother. At CFO Source, we specialize in helping businesses streamline their accounting processes so tax season becomes less of a headache and more of an opportunity to ensure your financial health. […]

How Tax Planning Impacts Business Success

November 11, 2024

Nobody likes paying taxes, but they are inevitable and something you need to take seriously. Filing taxes for a business can differ drastically from filing personal taxes. For your business to succeed, having adequate tax planning is paramount. At CFO Source, we have helped many businesses with their tax planning needs. We wanted to take […]

The Importance of Financial Forecasting and Planning

October 1, 2024

Running a successful business isn’t just about managing day-to-day operations; it’s also about looking ahead. Financial forecasting and planning play a crucial role in the long-term success of any business, helping you anticipate potential challenges, seize growth opportunities, and ensure financial stability. Whether you’re a small business owner or managing a growing company, implementing solid […]

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 […]

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