Intellisource Financial Services CPA

Intellisource Financial Services CPA

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Thank you to Wolford Media who was kind enough to donate their time to shoot a video for our event benefiting Ellie's Hats. Check out the artistry!

We'd also like to give a special shoutout to the sponsors and supporters of the event. Pro-Speed Autoworks, Manor Works Painting, Divine Wine Tours of Virginia, Intellisource Financial Services CPA, Advance Auto Parts, Pet Wants Chantilly, Main Street Home Loans, Moran Screen Printing, Lisa Alonso Properties, Primrose School of South Riding, Loudoun K9 Dog Training, PBC Automotive, Perpetual Sound LLC, Bangin' Gears, The 501st Legion, and The Dark Empire: Moraband Spire and Media Cure Productions. We appreciate you all so much. Thank you for helping to make the day possible!
It's a #HappyFriday when we can announce one of our new golf tee sponsors for our tournament on May 10th at Chantilly National Golf & Country Club. Intellisource Financial Services CPAs located in Fairfax are a customized accounting services firm and can be your "off site CFO" for small businesses. They offer affordable accounting services for small teams with big goals. Extra thanks to Intellisource Managing Director, Brad Howe, for spearheading this effort. Visit them at intellisourcefinancial.com.
#NVBO
📢 SPONSOR SPOTLIGHT! 📢

We have another amazing sponsor to announce for Casey's Car Show & Spring Fest! ☘️

Intellisource Financial Services CPA offers customized accounting, bookkeeping, and tax expertise for small teams with big goals. We can vouch for their amazing services because we have used them for Casey's for the past 6 years!

If you have a small business in need of an accounting overhaul, contact them today!

https://www.intellisourcefinancial.com/
At last week's NVBO meeting, our resident CPA shared his best practices for filing your 2021 tax returns! 💸

Given USPS issues and the reduction in workers, mail-in records are not the best way to go this year. Instead, the IRS recommends e-filing to save yourself time and the potential headache of your returns not arriving on time.

Thanks to Brad Howe of Intellisource Financial Services CPA for this great info!
Calling all small business owners!📢

Don't miss out on #blackfriday or #smallbusinesssaturday — coming up this weekend!

Have a special going on? Schedule a post early this week to showcase your offering and follow it up with daily story reminders on Instagram and Facebook.

If you don't have any specials, no worries! You can still use social media to tell remind people about your products or services.

And don't forget to support other small businesses in your area by tagging them in your posts + stories!

Here are a few of my Northern Virginia favorites:

🎨 One-of-a-kind crafts + events: The Aviary Girls
🍷 Local wine tours: Divine Wine Tours of Virginia
🏠 Residential painting: Manor Works Painting
🌳 Landscaping, patios + pools: Rock Water Farm Landscapes & Hardscapes
💪 Beautycounter + Pilates: Alicia Thomasson
🐶 Dog training services: Loudoun K9 Dog Training
💲 Accounting + finance: Intellisource Financial Services
🚗 Automotive repair (shameless plug): Casey's Automotive

Don't particularly need any of their services or products?

You can support them for FREE by simply following their page. 👏👏👏

Like + comment on their posts to help their business be seen by more people on social media — it only takes a minute!

As small business owners, let's support each other this holiday season. We're all in this together!

What are some of your favorite small businesses? Tag them in the comments below!

Intellisource Financial Services offers customized accounting and tax services for small businesses in Northern Virginia.

Operating as usual

09/30/2021

Did you support a local coffee shop yesterday?

If not, you still can!

The world is celebrating all week, so skip the chain and opt for a family-owned business!

And if you're a local small business and finding yourself in a bind and need help getting back on track, give us a call.

We've got your back, and you've got our business! 😊

Did you support a local coffee shop yesterday?

If not, you still can!

The world is celebrating all week, so skip the chain and opt for a family-owned business!

And if you're a local small business and finding yourself in a bind and need help getting back on track, give us a call.

We've got your back, and you've got our business! 😊

09/29/2021

Now this is a national holiday we can get behind! ☕️

Today, many coffee shops are giving away free coffee, so check out what the local spots are doing near you!

And for good measure and small business support, tag your favorite small coffee shops in the comments below!

We'd love to check them out in the name of National Coffee Day! 😊

Now this is a national holiday we can get behind! ☕️

Today, many coffee shops are giving away free coffee, so check out what the local spots are doing near you!

And for good measure and small business support, tag your favorite small coffee shops in the comments below!

We'd love to check them out in the name of National Coffee Day! 😊

09/28/2021

Did you know that 50 years ago a stamp cost 8 cents? ✉️

Today, that same stamp costs 55 cents. That's a 3.9% price increase per year! 👀

Simply put, that is INFLATION.

Over the last 15 years, the increasing cost of goods and services has been reasonable and barely a topic of conversation.

However, inflation has recently become a hot topic and the rising cost of day-to-day items has become more noticeable.

So, should you be concerned?

That depends.

Most financial plans and financial analysis reports anticipate long-term inflation, so investment portfolios are created and managed annually to combat its effects.

Now may be a good time to review these financial tools and investment strategies to see how it all works.

So, you don't have to be too concerned, just more educated!

Did you know that 50 years ago a stamp cost 8 cents? ✉️

Today, that same stamp costs 55 cents. That's a 3.9% price increase per year! 👀

Simply put, that is INFLATION.

Over the last 15 years, the increasing cost of goods and services has been reasonable and barely a topic of conversation.

However, inflation has recently become a hot topic and the rising cost of day-to-day items has become more noticeable.

So, should you be concerned?

That depends.

Most financial plans and financial analysis reports anticipate long-term inflation, so investment portfolios are created and managed annually to combat its effects.

Now may be a good time to review these financial tools and investment strategies to see how it all works.

So, you don't have to be too concerned, just more educated!

09/27/2021

We've got good news 😊

You might be paying too much in taxes, but...

If you work with us, we can help!

Working with a trusted partner is the first step toward saving you money on your taxes.

Give us a call or send a DM and let's get started ASAP.

Oh, and tell us: If you had some extra money, what would you do with it? ⬇️

We've got good news 😊

You might be paying too much in taxes, but...

If you work with us, we can help!

Working with a trusted partner is the first step toward saving you money on your taxes.

Give us a call or send a DM and let's get started ASAP.

Oh, and tell us: If you had some extra money, what would you do with it? ⬇️

09/24/2021

Everyone deserves a little self-care — even CPAs!

Now that the September 15th deadline has come and gone, we think it's about time we did a little something for ourselves.

So, give yourself some grace, block out a little quiet time for yourself, or just treat yourself to something special.

Remember: No one can run on a half-empty tank, so fill yourself up!

Oh, and have a great weekend. 😊

Everyone deserves a little self-care — even CPAs!

Now that the September 15th deadline has come and gone, we think it's about time we did a little something for ourselves.

So, give yourself some grace, block out a little quiet time for yourself, or just treat yourself to something special.

Remember: No one can run on a half-empty tank, so fill yourself up!

Oh, and have a great weekend. 😊

09/22/2021

To piggyback off our post yesterday, let's talk audit support! 🧑‍💻

Our Intellisource staff has expertise in all phases of the audit cycle.

We will prepare your accounting staff for an upcoming audit or represent your company directly with the auditors. Whatever the need, we have extensive knowledge in this area.

We can:

✓ Prepare audit schedules

✓ Furnish supporting documentation

✓ Ensure internal controls and processes are supported and documented

✓ Respond to audit inquiries

✓ Provide analytical support

✓ Perform procedural walk-throughs for audits

✓ Be the “go-to” person for the auditors

Everything you need, all in one place! 👏

To piggyback off our post yesterday, let's talk audit support! 🧑‍💻

Our Intellisource staff has expertise in all phases of the audit cycle.

We will prepare your accounting staff for an upcoming audit or represent your company directly with the auditors. Whatever the need, we have extensive knowledge in this area.

We can:

✓ Prepare audit schedules

✓ Furnish supporting documentation

✓ Ensure internal controls and processes are supported and documented

✓ Respond to audit inquiries

✓ Provide analytical support

✓ Perform procedural walk-throughs for audits

✓ Be the “go-to” person for the auditors

Everything you need, all in one place! 👏

09/21/2021

It's been a while, but who's ready for a Tax Tip Tuesday? 🙋🏻‍♀️

Your tax return will only be as good as your records, so keep ALL of your business receipts over the course of the year.

We're talking major purchases all the way down to that lunch meeting — every single receipt should be saved!

If you're missing important receipts and documentation, not only are you hurting yourself at tax return time, but you're also in danger of failing an audit and potentially owing more than you anticipated.

To make sure this doesn't happen to you, give the Intellisource team a call!

We are Quickbooks certified and can organize all of your financials and even train you and your staff.

Give us a call today to get started!

It's been a while, but who's ready for a Tax Tip Tuesday? 🙋🏻‍♀️

Your tax return will only be as good as your records, so keep ALL of your business receipts over the course of the year.

We're talking major purchases all the way down to that lunch meeting — every single receipt should be saved!

If you're missing important receipts and documentation, not only are you hurting yourself at tax return time, but you're also in danger of failing an audit and potentially owing more than you anticipated.

To make sure this doesn't happen to you, give the Intellisource team a call!

We are Quickbooks certified and can organize all of your financials and even train you and your staff.

Give us a call today to get started!

09/20/2021

Market Update! 📈

We came into this year expecting a stronger economy and robust stock market, but even we're surprised at just how resilient things have been!

A record-breaking 2nd quarter earnings season saw more than 86% of S&P 500 companies beat their consensus earnings estimates — the highest ever recorded and well above the 75% five-year average. 🙌

Another reason stocks have been so strong?

The Federal Reserve (Fed) monetary policies.

The Fed is expected to begin to taper its monthly bond purchases, but it appears to be committed to leaving rates low for the foreseeable future. 👍

Still, domestic consumer confidence has taken a hit recently due to multiple factors, which could lead to a weaker-than-expected third quarter.

Looking ahead to the end of the year, we remain positive but believe investors should be on alert for potential seasonal volatility.

For more information and for help making the best decisions for your financial future, give us a call any time.

Market Update! 📈

We came into this year expecting a stronger economy and robust stock market, but even we're surprised at just how resilient things have been!

A record-breaking 2nd quarter earnings season saw more than 86% of S&P 500 companies beat their consensus earnings estimates — the highest ever recorded and well above the 75% five-year average. 🙌

Another reason stocks have been so strong?

The Federal Reserve (Fed) monetary policies.

The Fed is expected to begin to taper its monthly bond purchases, but it appears to be committed to leaving rates low for the foreseeable future. 👍

Still, domestic consumer confidence has taken a hit recently due to multiple factors, which could lead to a weaker-than-expected third quarter.

Looking ahead to the end of the year, we remain positive but believe investors should be on alert for potential seasonal volatility.

For more information and for help making the best decisions for your financial future, give us a call any time.

09/16/2021

Now that the final tax deadline has passed, it's time to start preparing for the new season!

(Yes, it's right around the corner! 👀)

To make the tax process as seamless as possible, make sure you have the right accountant in your corner.

At Intellisource Financial, our commitment to our customers is what sets us apart.

We're not just in the financial services business; we're also in the business of building relationships.

And we welcome the opportunity to work with you! 🤝

Now that the final tax deadline has passed, it's time to start preparing for the new season!

(Yes, it's right around the corner! 👀)

To make the tax process as seamless as possible, make sure you have the right accountant in your corner.

At Intellisource Financial, our commitment to our customers is what sets us apart.

We're not just in the financial services business; we're also in the business of building relationships.

And we welcome the opportunity to work with you! 🤝

09/15/2021

Not all superheroes wear capes! 🦸

Some carry briefcases and can work magic in a spreadsheet! 😆

That's right, we're talking about your friendly neighborhood CPA's who today, on September 15th, are the real heroes!

Many will be pulling all-nighters to get their clients' taxes done in time, so thank your accountant today!

(We need all the support we can get. 🤪)

Not all superheroes wear capes! 🦸

Some carry briefcases and can work magic in a spreadsheet! 😆

That's right, we're talking about your friendly neighborhood CPA's who today, on September 15th, are the real heroes!

Many will be pulling all-nighters to get their clients' taxes done in time, so thank your accountant today!

(We need all the support we can get. 🤪)

09/14/2021

So, you're starting a new business!

(Yay! 🎉)

One of the first things you'll have to decide is the best business entity for your organization — a big decision that has far-reaching legal and tax consequences.

When you work with the Intellisource team, we'll assess the facts and recommend the proper entity type (S-Corp, LLC, etc.) for your situation.

So, give us a call and let's talk through your options, so you can get back to the business of starting your new business! 👏

So, you're starting a new business!

(Yay! 🎉)

One of the first things you'll have to decide is the best business entity for your organization — a big decision that has far-reaching legal and tax consequences.

When you work with the Intellisource team, we'll assess the facts and recommend the proper entity type (S-Corp, LLC, etc.) for your situation.

So, give us a call and let's talk through your options, so you can get back to the business of starting your new business! 👏

09/13/2021

Did you know???

Both Apple and Amazon started in garages.

You know, a few scrappy guys with a genius idea working with what they had.

(Which wasn't much at the start! 😉)

Let these humble beginnings be a lesson that, to achieve our dreams, we all have to start somewhere,

So, take the first step today — even if it's a small one!

Trust us, your future self will thank you.

Did you know???

Both Apple and Amazon started in garages.

You know, a few scrappy guys with a genius idea working with what they had.

(Which wasn't much at the start! 😉)

Let these humble beginnings be a lesson that, to achieve our dreams, we all have to start somewhere,

So, take the first step today — even if it's a small one!

Trust us, your future self will thank you.

09/09/2021

Life Insurance Awareness Month?

Who knew that was a thing?! 😆

Today, take a minute to make sure your insurance is in order by:

✅ Updating your beneficiaries. Any life changes such as marriage, divorce, or loss of a loved one may create a need for adjusting your beneficiaries.

✅ Reviewing ownership and beneficiary designations for maximum tax efficiency.

✅ Evaluating your policy for a long-term care rider. Many newer, hybrid policies can offer benefits while living or upon death.

If you need assistance or advice regarding your insurance, please send us a DM or give us a call at 703-448-7307.

Life Insurance Awareness Month?

Who knew that was a thing?! 😆

Today, take a minute to make sure your insurance is in order by:

✅ Updating your beneficiaries. Any life changes such as marriage, divorce, or loss of a loved one may create a need for adjusting your beneficiaries.

✅ Reviewing ownership and beneficiary designations for maximum tax efficiency.

✅ Evaluating your policy for a long-term care rider. Many newer, hybrid policies can offer benefits while living or upon death.

If you need assistance or advice regarding your insurance, please send us a DM or give us a call at 703-448-7307.

09/08/2021

The end of the fiscal year is upon us, which means tax season isn't far behind! 😬

There's no time like the present to start getting your finances in order — and the IFS team can help!

We offer a comprehensive range of tax services for individuals, corporations, S-corporations, Limited Liability Companies (LLC), partnerships, non-profits, and trusts.

Simply give us a call today and we'll set you on the right path so you're ready to rock come tax season!

The end of the fiscal year is upon us, which means tax season isn't far behind! 😬

There's no time like the present to start getting your finances in order — and the IFS team can help!

We offer a comprehensive range of tax services for individuals, corporations, S-corporations, Limited Liability Companies (LLC), partnerships, non-profits, and trusts.

Simply give us a call today and we'll set you on the right path so you're ready to rock come tax season!

09/07/2021

🚨 Market Update: COVID-19 Edition! 🚨

The highly transmissible Delta variant of COVID-19 could play a part in an economic drag through the end of the year.

Why?

👉 While we're unlikely to see a new wave of widespread shutdowns in the U.S., there may be added restrictions.

👉 Even without government mandates, individuals may modify their behavior, potentially slowing the rate of economic growth.

👉 Supply chain disruptions are to be expected.

Still, not all news around the Delta variant has been bad from a market perspective.

We may even be close to the inflection point where much of the bad news has been priced in and markets start looking past the Delta variant’s growth impact.

Bottom line: Despite the greater transmissibility of the Delta variant and increased health risk for those not vaccinated, we believe the U.S. and global economy will continue to expand over the rest of 2021.

🚨 Market Update: COVID-19 Edition! 🚨

The highly transmissible Delta variant of COVID-19 could play a part in an economic drag through the end of the year.

Why?

👉 While we're unlikely to see a new wave of widespread shutdowns in the U.S., there may be added restrictions.

👉 Even without government mandates, individuals may modify their behavior, potentially slowing the rate of economic growth.

👉 Supply chain disruptions are to be expected.

Still, not all news around the Delta variant has been bad from a market perspective.

We may even be close to the inflection point where much of the bad news has been priced in and markets start looking past the Delta variant’s growth impact.

Bottom line: Despite the greater transmissibility of the Delta variant and increased health risk for those not vaccinated, we believe the U.S. and global economy will continue to expand over the rest of 2021.

Timeline Photos 09/06/2021

Happy Labor Day from all of us here at Intellisource!

We know how hard you work, so we hope you're enjoying your much-deserved long weekend.

Come to think of it, who thinks every weekend should be a little longer? 😉

Happy Labor Day from all of us here at Intellisource!

We know how hard you work, so we hope you're enjoying your much-deserved long weekend.

Come to think of it, who thinks every weekend should be a little longer? 😉

09/03/2021

Another successful week in the books! 👏

Before we head out for the holiday weekend, let's take stock of where we're at.

🤔 How is your business doing?

🤔 Is everything in order and on track?

🤔 Is there anything we can do to help?

Take a minute to think about these questions and give us a call if you need backup!

And then go and enjoy the long weekend! 😎

Another successful week in the books! 👏

Before we head out for the holiday weekend, let's take stock of where we're at.

🤔 How is your business doing?

🤔 Is everything in order and on track?

🤔 Is there anything we can do to help?

Take a minute to think about these questions and give us a call if you need backup!

And then go and enjoy the long weekend! 😎

Financial help for small business

Intellisource Financial offers a full suite of financial accounting and tax services.

Our technical expertise and services offer business owners insight into their company’s financial activity and performance. We provide the analysis and reporting necessary for you — and others within your organization — to be able to make sound, timely business decisions.

We also offer a comprehensive range of tax services for individuals, corporations, S-corporations, Limited Liability Companies (LLC), partnerships, non-profits, and trusts.

Finally, if you need more than bookkeeping, Intellisource offers C-Level Services, developing a deep understanding of your business and becoming an integrated and highly trusted member of your team in order to provide strategic financial advice that will enable you to meet your growth and performance goals.

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At Intellisource, we know that these can be frightening times, but we want to assure you that the one thing you don’t ne...

Telephone

Address


11208 Waples Mill Road, Suite 109
Fairfax, VA
22030

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
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