QuickBooks Consulting - CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

Your Maryland Certified Quickbooks Consultant

At CFO source, we are happy to serve as your preferred Maryland certified Quickbooks consultant. Quickbooks streamlines accounting services, saves your business money, and provides you with valuable data. However, it can be difficult to use if you are not an expert. We step in, help you make informed choices, and offer all the Quickbooks services you need.

CFO Source is a Maryland accountant and business services firm serving Baltimore, Westminster, Eldersburg, Towson, Owings Mills, and all of Maryland. Contact us online or call 443-487-7733 for more information on our Quickbooks services.

How We Help You With Quickbooks

When you need help with Quickbooks, CFO Source is the best place to go. We literally wrote the book on QuickBooks!  Our certified QuickBooks ProAdvisors can offer the full range of QuickBooks services, including one-on-one consulting. While we can certainly help you with all the technical aspects of using this software, you should also take advantage of our expertise when it comes to making important QuickBooks decisions, such as:

  • Choosing the appropriate software
  • Staff training
  • Choosing the appropriate accounting methods
  • When are you starting with Quickbooks?
  • Filling the performance gaps
  • Researching and using data

Choosing the Right Version of Quickbooks

Stay efficient with the best software

Quickbooks is the most diverse accounting platform in the world. There are online and desktop versions of the software suitable for small businesses, sole proprietor, private investments, and many more. A Maryland certified Quickbooks consultant will explain the version of Quickbooks you should use, why, and offer a demonstration if needed.

Controlling Access to Quickbooks

Your Quickbooks software is a simple tool for everyone to use, but you might not want everyone to have access to every piece of information. At CFO Source, we will help you control access to Quickbooks. Plus, a Maryland certified Quickbooks consultant will explain what to do while onboarding new employees, promoting employees, offboarding old employees, or protecting sensitive files.

Supplementary Features for Quickbooks

Quickbooks is a massive platform that helps businesses with accounting, but it is not perfect. When Quickbooks is lacking in a certain area, we will help you fill the gaps, supplement your accounting with the right features, or explain what we would do to get the job done right. Our certified Quickbooks consultants have experience with all the available add-ons, and we will match those features with your business’ needs.

Quickbooks Data and Reporting

Quickbooks houses all your accounting data, but that does not mean your data is easy to access. One of our Maryland certified Quickbooks consultants will show you how to create reports, share data, and interpret each document. You likely have specific reporting procedures you prefer, and we will show you how to remain on that workflow with Quickbooks.

Quickbooks Consulting for Maryland Businesses

Serving Baltimore, Westminster, Eldersburg, Towson, Owings Mills, and all of Maryland, Maryland certified Quickbooks consultants help you with Quickbooks no matter your level of expertise. Contact us online or call 443-487-7733 for more information on our Quickbooks services.

We also offer:


The CFO Source is more than QuickBooks tech support—we are your #1 resource for streamlining your accounting process and managing all your assets. We know QuickBooks like the back of our hand, and we’re sharing these frequently asked questions to help anyone with questions about Quickbooks consulting.

Is it hard to learn Quickbooks?

No! You don’t need to be an accountant to learn. Clerical and support staff can use the simpler features of Quickbooks, managers can create invoices or purchase orders, and accountants can use the platform to manage the general ledger.

Is Quickbooks secure?

Quickbooks uses “advanced, industry-recognized safeguards” to protect your data. The platform is VeriSign Secured, using SSL technology.

Should you get Quickbooks for your business?

Quickbooks is suitable for any type of business, irrespective of your annual revenue, tax liabilities, or asset load.

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What Our Clients Say...

"The CFO Source did a great job training our accounting manager in conjunction with the conversion of a hard to use older accounting system to QuickBooks. Our Board of Directors is very pleased with the comprehensive and timely reporting we now have."

-Bill Moss, Executive Director, The Linwood Center

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Regions Served

  • 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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Contact CFO Source

5515 Hudson Drive
Sykesville, MD 21784
phone icon 443-487-7733 | Fax: (206)415-2361

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