CEFO extends far beyond a traditional CFO. They bridge the gap between strategy and finance. Very early in our relationship we realized the distinct value proposition in working with them.”

Amy and her team provide the critical insights that we need to make strategic decisions for our start-up. They introduce the right financial partners and tools and stick with us through tactical implementation. I would not want to navigate without Amy’s advice and assistance.”

We went looking for accounting services – and found a whole lot more. CEFO built early credibility with our staff and got our sales and production teams onboard for impactful changes. Now, we’re more profitable and efficient.”

Having a part time CFO has given me the confidence to expand my business. The team at CEFO has guided us from a small operation to a multi million dollar organization. By taking the pressure of financial questions off my plate, they have allowed me and my team to focus on what is necessary to grow.”

Working with CEFO has been critical to navigating and surviving financially during difficult times. Since the pandemic hit they helped me navigate loans, easily track use of funds and insure maximum loan forgiveness. They genuinely care about my financial health and are a valued part of my team.”

CEFO Advisors brings a wealth of knowledge and breadth of experience to the table as they partner with us. Their unbiased perspective and provides a sense of security to know we are following correct financial practices and making sound decisions.”

I now have visibility into my finances both looking back and into the future. We were only guessing before. Now we have an entire finance department helping us to make smart decisions based on metrics. I highly recommend Amy and her team – get an upgrade in your finance department!”