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 grow and expand my business. The team at CEFO has guided my company from a small operation to a multi million dollar organization. By taking the pressure of financial questions off my plate, the team at CEFO has allowed me and my team to focus on what is necessary to grow our business.”

Working with CEFO’s team has been critical to navigating and surviving financially during these most difficult times. Since the pandemic hit they helped me navigate the loans I should take, helped me easily track my use of the 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.”

Choosing to work with CEFO Advisors was a game-changer for Adirondack Cabling and Security. Kevin and Patrick were not just consultants; they felt like an integral part of our team. They helped us get a solid handle on our cash flow with a detailed forecast and introduced us to a collections process that gets results. During a particularly challenging staff transition, CEFO Advisors proved to be more than just financial consultants. They stepped in with valuable resources and diligently aided us in documenting processes, ensuring a smooth transition, and setting a firm foundation for our company’s future. Their insights and genuine care for our business’s well-being have been instrumental. We owe a debt of gratitude to Kevin, Patrick, and the entire CEFO team. Their work has set us on a trajectory of sustained success. To any company seeking financial expertise or operational guidance, I wholeheartedly recommend CEFO Advisors.”

I wanted to take a moment to express my sincere appreciation for the outstanding job that CEFO recently completed for us. We engaged CEFO to provide CFO transitional services. From the beginning, it was evident that your team was dedicated to excellence and committed to delivering results beyond our expectations. Throughout the project, CEFO demonstrated a high level of professionalism, attention to detail, and a keen understanding of our specific needs. The impact of your work on our organization has been significant. I have received feedback from various team members, and they all agree that CEFO has set a new standard for excellence in your field. Your dedication to quality and customer satisfaction is truly commendable. I have no hesitation in recommending CEFO to other businesses seeking your services. Once again, thank you for a job well done.”

We have found it a great pleasure working with CEFO and Bill Danaher. Bill’s experience and knowledge have proven to be key in constructing plans to meet our objectives in the most efficient and effective manner. In doing so, he takes the time to listen to and understand our needs, then selects team members from CEFO who have proven to be ideal in helping us complete a special project as well as filling temporary staffing needs while a member of our staff is out on an extended medical leave. Bill and his team have always been timely, kind and professional in responding to our needs. We look forward to continuing our working relationship in the future and recommend their services to any organization in need of support in the fields of finance and accounting.”

Thank you very much for all the support. Having your team as partners allowed us to make changes that ultimately improved all of our businesses. I can’t say enough about the dedication and quality of work from the team. Please let us know if you need anything from us. Thank you for being so understanding during the transition. It really demonstrated how professional an organization you have built.”

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