CFO Source Blog

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 […]

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 […]

Differences Between QuickBooks Desktop and QuickBooks Online

February 14, 2023

QuickBooks is a great tool for business owners to take control of their accounting. But they’re often faced with a difficult question: which QuickBooks is best for my business? QuickBooks Desktop Pro is the traditional accounting software that requires users to download and install on their computer. QuickBooks Online is a cloud-based accounting software. Both […]

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

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