Business Details
22 Years
experience
Expert Accounting & CFO Services for Maryland Businesses
Founded in 2004, CFO Source has been a trusted partner for businesses seeking expert financial guidance and accounting solutions. Our team of Certified Public Accountants and QuickBooks Pro Advisors delivers tailored CFO services, tax planning, and business consultation to clients across Maryland and beyond. With over two decades of combined experience, we specialize in empowering contractors and small businesses through customized financial strategies, efficient accounting systems, and personalized support. Our proven track record includes streamlining operations, improving profitability, and reducing tax liabilities while maintaining rigorous compliance standards.By combining industry-specific expertise with cutting-edge accounting software proficiency, we help clients transform financial challenges into growth opportunities. Our commitment to continuous learning and client education ensures businesses stay ahead in today's competitive landscape while maintaining full transparency and ethical financial practices.
Services
CFO Services
QuickBooks Consulting
Tax Planning
Business Consultation
Accounting Systems
Details
- Year established: 2004
Highlights and features
- 25+ years experience helping clients grow with proven financial strategies
- Personalized service combining CPA expertise with hands-on implementation
- Industry-specific solutions for contractors and construction businesses
- Proprietary Financial Stress Test System for risk mitigation
- Proven track record improving client financial reporting and profitability
Associations and certifications
- CPA
- QuickBooks ProAdvisor
What people say
Significant savings
Improved financial ratios
Comprehensive training
Timely reporting
Business expansion
Services
Outsourced CFO Services
Experienced CFO-level guidance provides strategic financial leadership without full-time executive costs. Our experts deliver customized financial planning, risk management, and business strategy development that helps companies make data-driven decisions. With specialized knowledge in contractor accounting, we improve financial operations through cash flow optimization, capital acquisition, and performance measurement systems that drive business growth.
QuickBooks Consulting
Certified QuickBooks Pros optimize accounting operations through tailored software implementation. We handle complete system setup, data migration, workflow customization, and ongoing support that ensures accurate financial tracking. Our training programs empower teams to leverage advanced features while maintaining compliance standards. We specialize in integration solutions that connect accounting systems with operational databases for real-time business insights.
Tax Planning Services
Proactive tax minimization strategies combine compliance expertise with financial engineering. We develop customized tax frameworks that legally reduce liabilities while aligning with business growth objectives. Our services include entity structure optimization, deferred payment strategies, and tax credit identification that preserves capital for business expansion while maintaining regulatory compliance.
Business Consultation
Data-driven business analysis identifies growth opportunities and operational inefficiencies. Our consultants provide actionable recommendations on financial processes, risk mitigation, and strategic planning that enhance profitability. With industry-specific expertise, we deliver solutions that improve cash flow management, cost control, and performance measurement systems across Maryland business sectors.
Accounting Systems Setup
Custom accounting frameworks establish robust financial foundations for business operations. We implement tailored systems that ensure accurate financial reporting, proper internal controls, and scalable infrastructure. Our solutions integrate with operational workflows to provide real-time financial visibility while maintaining compliance across multiple regulatory requirements for sustainable business growth.
People
Craig Kershaw
CPA, MBA Partner
20+ years of CFO experience in construction, transportation, and service industries. Certified QuickBooks ProAdvisor with expertise in financial systems implementation. Former controller for Fortune 500 companies. Specializes in strategic financial planning and business process optimization for Maryland businesses.
Questions
What accounting software expertise do you offer?
We specialize in QuickBooks Pro with certified expertise for setup, training, and optimization across all platforms.
Do you serve industries beyond construction?
While construction specialists, we serve diverse Maryland businesses including nonprofits, service providers, and manufacturers.
What CFO services are available?
We provide financial strategy, cash flow management, tax planning, and on-demand executive financial guidance.
How do you maintain client communication?
We offer regular reporting, in-person meetings, remote support, and emergency consultation availability.
Can you handle complex tax situations?
Our CPAs specialize in tax minimization strategies for businesses with multiple revenue streams and jurisdictions.
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