Business Details
22 Years
experience
Trusted Accounting & CFO Services in Maryland
CFO Source was founded in 2004 with a mission to provide cost-effective access to senior-level financial expertise for businesses across Maryland. Our team of Certified Public Accountants and QuickBooks Pro Advisors brings decades of combined experience in accounting, tax planning, and strategic financial management. We specialize in outsourced CFO services, QuickBooks consulting, and contractor-specific accounting solutions tailored to the unique needs of small and mid-sized businesses. Our hands-on approach ensures clients receive personalized attention while leveraging cutting-edge tools to streamline financial operations.With deep expertise in construction accounting and a proprietary Financial Stress Test System, we help businesses improve profitability, secure financing, and implement sustainable financial practices. Our commitment to ongoing education is demonstrated through our published work on QuickBooks for Contractors and partnerships with organizations like the Maryland Association of CPAs. We serve clients in Baltimore, Westminster, Eldersburg, Towson, Owings Mills, and throughout central Maryland, offering both in-person and remote support.
Services
QuickBooks Pro Advisor
Outsourced CFO Services
Tax Planning
Contractor Accounting
Business Consultation
Details
- Year established: 2004
Highlights and features
- We have 25+ years experience helping clients grow
- We build personal relationships with our clients
- Our hands-on approach allows us to see what some miss
- From our contacts we can find solutions for any needs
- We specialize in contractor accounting and QuickBooks expertise
Associations and certifications
- QuickBooks Pro Advisor
- Certified Public Accountants (CPA)
What people say
Expertise in QuickBooks
Improved financial reporting
Secured better financing
Staff training success
Industry connections
Services
QuickBooks Pro Advisor
As certified QuickBooks Pro Advisors, we help Maryland businesses implement and optimize Intuit's accounting software. Our services include system setup, data migration, customized reporting, advanced training, and ongoing technical support. We specialize in tailoring QuickBooks for contractors and complex business operations while ensuring proper access controls and data security. Our team stays current with annual software updates to maintain optimal performance.
Outsourced CFO Services
We provide part-time CFO expertise without full-time costs, offering strategic financial guidance for business growth. Services include cash flow management, financial analysis, risk assessment, and capital acquisition support. Our clients receive customized financial roadmaps and access to industry connections that help implement sustainable business improvements aligned with long-term objectives.
Tax Planning
Our tax planning services focus on legally minimizing current and future tax liabilities through strategic financial positioning. We help businesses structure transactions, utilize available credits, and implement year-round tax strategies that complement overall business objectives while maintaining compliance with evolving tax regulations.
Contractor Accounting
We specialize in construction industry accounting with expertise in job costing, percentage-of-completion reporting, and contractor-specific financial systems. Our services address unique challenges like project-based cash flow management, bonding requirements, and compliance with construction-specific accounting standards.
Business Consultation
Our business consultation services combine financial expertise with operational insights to improve profitability and business performance. We offer financial stress testing, bank relations support, system implementation, and strategic planning services that help business owners make data-driven decisions for sustainable growth.
People
Craig Kershaw
CPA, MBA Partner
With over 20 years of CFO/controller experience across transportation, construction, and service industries, Craig specializes in financial management for mid-sized businesses. He holds CPA and QuickBooks Pro Advisor certifications, has managed multi-million dollar operations, and focuses on strategic financial planning and system optimization for Maryland businesses.
Questions
What accounting services do you offer?
We provide outsourced CFO services, QuickBooks consulting, tax planning, contractor accounting, and business consultation tailored to Maryland businesses.
Do you specialize in QuickBooks support?
Yes, we are certified QuickBooks Pro Advisors offering software setup, training, cleanup, and ongoing support for businesses in Maryland.
What industries do you serve?
We specialize in contractor accounting but serve diverse industries including construction, transportation, and service businesses across Maryland.
How can you help with tax planning?
Our tax planning services identify legal strategies to significantly reduce or defer tax payments while maintaining compliance with current regulations.
Which areas do you cover?
We serve Frederick, Howard, Montgomery, Baltimore, and Carroll Counties, plus Washington DC and Northern Virginia.
What makes you different from other accountants?
We combine CPA credentials with hands-on CFO experience, industry-specific knowledge, and proprietary systems like our Financial Stress Test.
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