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CFO Source Blog


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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Annual Accounting Checklist

The end of the year is the perfect time to reflect back on the year that was, in both your personal and business life. At CFO Source, we work with all of our clients to help them wrap up their end of the year accounting. We wanted to take a little bit of time today […]

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Year End Accounting Checklist

The end of the year is a great time to reflect back on everything you’ve accomplished, and is one of the best times to go over your businesses’ numbers. At CFO Source, we’ve been providing Maryland small business owners with our accounting services for years, and plan on doing so for many more. We wanted […]

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Quickbooks Tips: Setting Up Your Custom Preferences

QuickBooks is your best tool for organizing, managing, and analyzing your business’s finances. A big part of using this software effectively to manage these aspects of your business is choosing and implementing the right preferences in QuickBooks. Though this can be overwhelming when you’re just getting started, The CFO Source is a valuable business accounting resource in our […]

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Quickbooks Tips: Offsetting Payables Against Receivables

QuickBooks is the ideal solution for organizing, managing, and analyzing your business’s finances. Understanding how offset payables against receivables in business accounting can be overwhelming if you aren’t familiar with this software, but The CFO Source is a valuable resource that’s here to help. If your business has both payables and receivables due to and […]

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5 Year-End Accounting Tips for Your Small Business

As 2019 comes to a close, you may be looking ahead to 2020 but your small business can benefit by taking some time at the end of the year to take care of some simple accounting tasks. It’s important to go into the next year with a good understanding of where your small business stands. […]

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3 Commonly Asked Questions About QuickBooks

QuickBooks has been around for years and continues to be improved to make it better and better for business owners. This accounting software helps businesses in all different industries to more easily manage their sales, inventory, accounting, and more. We’ve answered the most common questions about QuickBooks, so read on to find out more. Q: […]

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How Can You Stay on Top of Your Business’s Finances?

Managing all of the aspects of your company can be overwhelming. Don’t let managing your company’s finances be a responsibility that gets pushed aside or neglected. Instead, follow these tips to make a typically time-consuming business task more efficient. Tips for Managing Your Business’s Finances Categorize Your Expenses – In order to better visualize and […]

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Getting Started with a CPA

What does a Certified Public Accountant do, exactly? How can you benefit from their services? Where can you find an expert CPA in Maryland? If you’ve ever been curious about any of these things, you’ve come to the right place! Let’s learn more about CPAs and what they can do for you. What is a […]

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Are You at Risk for Employee Fraud?

When we think of business fraud and corruption, we usually think of scandals at the top by large companies and big name people; Bernie Madoff and Enron come to mind. But in reality, small and mid-sized businesses are actually more susceptible to fraud, and the effects can be even more devastating. Of course you never […]

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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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  • 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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5515 Hudson Drive
Sykesville, MD 21784
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info@cfosource.net

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