quickbooks | CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

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Problems From QuickBooks Not Set Up Correctly

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 […]

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Year-End Bookkeeping Considerations

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 […]

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Does My Business Need a Part-Time CFO?

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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What Contractors Should Know About QuickBooks

QuickBooks is a very useful business tool and software that many contractors know about. QuickBooks can provide you with a variety of different tools and can greatly benefit your business. At CFO Source, we’ve been providing business owners in Maryland with our QuickBooks services for years, and we wanted to share a few insights that […]

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5 Common QuickBooks Mistakes

QuickBooks has revolutionized the way businesses keep their books, but unless you’ve received training in the software, it can be difficult to utilize it to its full potential. At CFO Source, we’ve been helping people with QuickBooks for years, and have learned more than a few common mistakes, but we wanted to talk about five […]

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Making Sure Your QuickBooks and Accounting Systems Are Up to Date

The advent of QuickBooks forever changed the way accounting is done, in a good way. Accounting and bookkeeping have never been easier and have never offered more insights into your business. By utilizing QuickBooks to its maximum potential, you’ll be gaining new insights into how your business operates and will have up to the minute […]

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QuickBooks Desktop versus QuickBooks Online

QuickBooks is a great accounting software that can benefit a variety of businesses. QuickBooks offers six distinct products, but they’re well known for their two core products: the cloud-based QuickBooks Online and the locally-hosted QuickBooks Desktop. Both are great products, but they offer different capabilities. Here’s how QuickBooks Desktop and QuickBooks Online compare.  Accessibility  QuickBooks […]

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The Value of a QuickBooks Certified Pro

You likely know a good deal about your business. We should hope so, or else your time in business may not be too long. While you may know the ins-and-outs of your particular industry,  you probably don’t possess the same level of expertise in the world of accounting. Here at CFO Source, we’ve helped businesses […]

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Understanding the Differences of QuickBooks Versus Quickbooks Contractors Version

  Quickbooks offers a variety of products and services that can help businesses better manage their books. With so many options to choose from, it can be overwhelming to find the right software for your contracting business. Two of the most common Quickbooks software for contractors are Quickbooks Pro and Quickbooks Premier Contractor. Here’s what […]

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5 Ways a QuickBooks Consultant Improves Your Bottom Line

No matter what kind of business you run, it’s next to impossible to be successful without good accounting. QuickBooks software has completely changed the way accounting is done, and has allowed small business owners of all kinds to measure and track valuable data. As someone who has been helping Marylanders with our QuickBooks consultant services […]

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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

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