Business Details
Trusted Accounting and CFO Services in Maryland
CFO Source has been delivering comprehensive accounting, tax planning, and outsourced CFO services for over 25 years. Our team of Certified Public Accountants combines deep industry expertise with specialized knowledge in QuickBooks software to provide tailored financial solutions for contractors and businesses across Maryland. We prioritize building personal relationships with clients, offering hands-on support to streamline accounting processes, reduce tax liabilities, and improve profitability. Our experience spans financial evaluations, contractor-specific accounting, and strategic business guidance, ensuring clients receive actionable insights grounded in real-world applications.We maintain rigorous professional standards through continuous education, including annual recertification as QuickBooks Pro Advisors. Our commitment to transparency and client empowerment is demonstrated through customized reporting tools, training programs, and a proven methodology for identifying and resolving financial inefficiencies. By combining technical expertise with practical business acumen, we help clients transform financial challenges into growth opportunities while maintaining compliance with regulatory requirements.
Services
QuickBooks Pro Advisor
Tax Planning
CFO Services
Business Consultation
Contractor Accounting
QuickBooks Training
Financial Stress Testing
Bank Relations
Payroll Services
Bookkeeping
Highlights and features
- 25+ years of specialized experience with contractor accounting systems
- Certified QuickBooks Pro Advisors with annual recertification
- Customized financial stress test analysis methodology
- Proven track record improving client financial ratios
- Hands-on approach combining software expertise with business strategy
Associations and certifications
- QuickBooks Pro Advisor
- Certified Public Accountants
What people say
Improved financial ratios
Invaluable accounting manager training
Expert QuickBooks implementation
Proven contractor solutions
Comprehensive reporting tools
Services
QuickBooks Pro Advisor
Our certified QuickBooks Pro Advisors provide comprehensive software implementation and optimization services. We specialize in custom setup, data migration, and advanced reporting tailored to Maryland contractors' unique needs. With annual recertification and 25+ years of experience, we ensure your accounting system maximizes efficiency while maintaining compliance with evolving financial regulations.
Outsourced CFO Services
Access senior-level financial expertise without full-time executive costs. Our outsourced CFO services include cash flow analysis, strategic planning, and profitability optimization for Maryland businesses. We deliver actionable insights through customized reporting tools and hands-on guidance to support data-driven decision-making for contractors and small business owners.
Tax Planning
Specialized tax planning services for Maryland contractors and businesses. Our CPAs develop customized strategies to legally minimize tax liabilities while ensuring compliance. We focus on year-round tax positioning, entity structure optimization, and industry-specific deductions to improve clients' financial outcomes through proactive planning rather than reactive filing.
Contractor Accounting
Tailored accounting solutions for Maryland contractors across all specialties. We address industry-specific challenges including job costing, estimating, and cash flow management. Our expertise in construction accounting systems helps contractors improve financial visibility, reduce administrative burdens, and make informed business decisions through specialized reporting frameworks.
Business Consultation
Comprehensive business consultation services combining financial expertise with operational strategy. We help Maryland companies navigate growth challenges, financial crises, and market transitions through data-driven analysis. Our consultation includes financial stress testing, process optimization, and strategic guidance to improve business performance and sustainability.
People
Craig Kershaw
CPA Consultant
Certified Public Accountant with 25+ years of experience in contractor accounting and QuickBooks implementation. Specializes in financial process optimization and tax strategy for Maryland businesses. Recognized for developing practical solutions to complex accounting challenges.
Questions
What accounting services do you specialize in for Maryland contractors?
We specialize in QuickBooks implementation, job costing, cash flow management, and tax planning tailored specifically for Maryland contractors across all trades.
How can outsourced CFO services benefit my small business?
Our outsourced CFO services provide strategic financial guidance, improve profitability, and enhance decision-making through customized reporting without the cost of a full-time executive.
Do you offer QuickBooks training for construction businesses?
Yes, we provide specialized QuickBooks training for construction companies, focusing on job costing, estimating, and industry-specific reporting requirements.
What areas of Maryland do you serve?
We serve all Maryland counties including Baltimore, Howard, Montgomery, Frederick, and Carroll, plus Washington DC and Northern Virginia.
How do you help businesses reduce tax liabilities?
Through year-round tax planning, entity structure optimization, and industry-specific deduction strategies tailored to each business's unique circumstances and growth objectives.
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