Skip to content

We bridge the gap between the CEO and CFO.

Strategy, Finance and Culture working in concert

Strategy

We uncover the confidence that moves you forward.

Finance

Numbers tell a story.
We know how to craft it.

Culture

We see the possibility because we see you.

Skilled Team. Smart Packages. Streamlined Tools.

We offer solutions for businesses of all sizes.

Oursourced CFO

We creatively translate business strategy into financial strategy.

Controller

We are your tactical implementation partner as you ground your vision to the bottom line.

Staff Accountant

Our skilled staff keeps things running smoothly at your office or remotely.

Internal Controls

We help you avoid risk and put important internal controls in place to protect your business.

Staff Training

Mentorship and support for your in-house team builds lasting value.

M&A Support

We bring a sharp pencil and a creative approach to help you structure winning deals.

C-Suite Coaching

You are an expert in your industry. We turn you into a business expert.

Culture Consulting

We offer CultureTalk assessments, audits and workshops to improve culture and staff alignment

Skilled Team. Smart Packages. Streamlined Tools.

We offer solutions for businesses of all sizes.

Oursourced CFO

We creatively translate business strategy into financial strategy.

Controller

We are your tactical implementation partner as you ground your vision to the bottom line.

Staff Accountant

Our skilled staff keeps things running smoothly at your office or remotely.

Internal Controls

We help you avoid risk and put important internal controls in place to protect your business.

Staff Training

Mentorship and support for your in-house team builds lasting value.

M&A Support

We bring a sharp pencil and a creative approach to help you structure winning deals.

C-Suite Coaching

You are an expert in your industry. We turn you into a business expert.

Culture Consulting

We offer CultureTalk assessments, audits and workshops to improve culture and staff alignment

What they are saying

Have Questions?

Ready to take your business to the next level?

Join Our Team

Are you a strategic professional who understands how to help businesses succeed? We’d like to understand where you might fit at CEFO. Connect with motivated clients, a smart team and a flexible schedule.

Join Our Mailing List

And be entered every week to win a gift card to a local Saratoga, NY restaurant! 

Email Sign Up

We speak ‘Entrepreneur.’

Are you ready to speak with us?

Please call (518) 693-7446 to schedule your free consultation. Or share your challenge, ideas and questions here and we’ll reach out to you.

By filling in the from, you agree to our Privacy Policy, including cookie use.

Bob Hart Joins CEFO Advisors as a Client Controller

CEFO advisors is excited to welcome Robert (Bob) Hart to the team as a Client Controller. Bob joins us with 40 years of financial/operational experience across several industries. Since 2002
Read More

CEFO Advisors Welcomes Carly Dring as a Staff Accountant

CEFO advisors is excited to welcome Carly Dring to the team as a Staff Accountant. Carly joins us with internships in tax and auditing under belt and has spent the
Read More