CFO Source Blog

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 […]

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 […]

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 […]

Why Choose QuickBooks for Your Bookkeeping

April 15, 2024

In modern business, efficiency is the name of the game. Every decision, and every tool utilized, must contribute to streamlining operations and maximizing productivity. When it comes to managing finances, QuickBooks stands tall as the go-to solution for businesses of all sizes. At CFO Source, we’ve witnessed firsthand the transformative power of QuickBooks in revolutionizing […]

How QuickBooks Has Changed Over the Years

March 15, 2024

For decades, QuickBooks has been the go-to solution for businesses of all sizes to manage their finances efficiently. As financial advisors at CFO Source, we’ve witnessed firsthand the remarkable evolution of QuickBooks over the years. Let’s take a stroll down memory lane and explore how this software has transformed to meet the ever-changing needs of […]

The Difference Between a QuickBooks Amateur and a QuickBooks Pro

January 5, 2024

QuickBooks is a powerful accounting software used by millions of businesses to manage their financial records, track expenses, and streamline financial processes. While QuickBooks is user-friendly and designed to be accessible to non-accountants, there is still a significant difference between a QuickBooks amateur and a QuickBooks Pro. Keep reading to learn the distinctions between these […]

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 […]

Problems From QuickBooks Not Set Up Correctly

January 17, 2023

When set up correctly, QuickBooks is a great software that gives business owners the tools they need to run a successful business. With features such as invoicing, expense reports, and cloud accounting, it’s no wonder why so many business owners turn to QuickBooks for their accounting needs. However, when Quickbooks isn’t set up correctly, they […]

Year-End Bookkeeping Considerations

November 15, 2022

As 2022 comes to an end, businesses across the country will work diligently to close out their books so that tax returns can be filed on time and to have insight into the year’s performance. If you’re like most business owners, you’re probably juggling end-of-year accounting procedures in addition to heavier traffic and sales and […]

Does My Business Need a Part-Time CFO?

October 17, 2022

In every business, from small startups to large multinational corporations, the CEO has to figure out how to juggle many tasks with limited resources, including things a CFO typically handles. While plenty of small businesses can benefit from having a CFO, hiring a full-time one is often an unaffordable luxury. That’s when hiring a part-time […]

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