Press Release: CFO Source Partners with MACPA - CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

Press Release: CFO Source Partners with MACPA

CFO Source Partners with MACPA to Offer Advanced Techniques for QuickBooks Users

State Accounting Organization Turns to Author of “Advanced Techniques for QuickBooks Users” to Lead Newly Created Course

Eldersburg, MD: June 11, 2014 – CFO Source, the leading outsourced provider of cost effective, expert, profit-driven accounting services announced today that they have teamed up with The Maryland Association of CPA’s (MACPA) to offer advanced QuickBooks training. The course is the first advanced QuickBooks training to be offered by the MACPA.

Each attendee will be supplied with their own computer preloaded with QuickBooks Premier software. The initial classes will be limited to only 12 course participants to insure the highest interactive training possible.

In addition to earning continuing education credits, the course was designed specifically for attendees to:

  • Use multiple techniques for modifying and memorizing reports
  • Set the 22 different preferences to maximize functionality within QuickBooks
  • Vastly improve data integrity
  • Customize invoices and other forms
  • Correct Chart of Account problems to produce better financial statements
  • Become proficient and properly utilize sales and estimate to actual reporting
  • Appropriately handle special situations and odd-ball transactions
  • Turn off those annoying pop-up ads
  • Uncover the little known but highly effective tricks and tips not commonly known by the majority of QuickBooks users

“This course is designed for existing QuickBooks users who want to expand their skills and take their knowledge of the accounting software to the next level “, states course facilitator, Craig Kershaw, Managing Partner of the CFO Source. “Upon completion of the course, attendees will be able to utilize the software to make better and more informed financial and business decisions.”

The course is being offered on the following dates: July 11, 2014, September 23, 2014, and December 3, 2014; all sessions begin at 8:00am and last until 11:30am. To learn more, or to register go to, select ACHIEVE from the main menu, and find the course on the events calendar. List Craig Kershaw as your referral member to get the lower MACPA member rate.

About Craig Kershaw, CPA/MBA

Craig is Managing Partner of The CFO Source. He is a QuickBooks Pro Advisor, has extensive experience installing and troubleshooting QuickBooks and is the author of “Advanced Techniques for QuickBooks Users”.

Mr. Kershaw has over twenty years of experience at the CFO and controller levels in transportation, construction and service industries. He has worked with mid-sized businesses and Fortune 500 companies while managing the full range of financial responsibilities including finance treasury, accounting, and risk management and information technology. Mr. Kershaw has also been involved in start-up operations coordinating and managing financing, real estate lease and other negotiations and multi-million dollar insurance transactions.

About The CFO Source

The CFO Source, founded in 2004, is a leading outsourced provider of cost effective, expert, profit-driven accounting services. The offer an array of services including, but not limited to outsourced CFO and controller services, tax planning, payroll and bookkeeping services, QuickBooks training and setup, obtaining financing for clients and accounting solutions for Maryland contractors.

To learn more about The CFO Source visit or call 410.242.0526.

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

Does Your Company Need
CFO or Accounting Support?
  • This field is for validation purposes and should be left unchanged.

arrow Click to View the Areas That We Serve arrow

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

cbs radio



facebook twitter linked in

Contact CFO Source

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

certified advisor