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About

A partner you can trust

Your passion for your business is personal, full of stories, plans and sacrifice. That’s why we’re so committed to your success, even on the days when you find yourself on an unexpected side road.

We bridge the gap between the CEO and the CFO

CEFO Advisors offers a unique blend of consulting and out-sourced services to assist owners and management teams in all stages of business.

We recognize that your small-to-medium sized business does not need a full-time CFO. What you do need is objective advice to help you make smart decisions based on real information. You need steady guidance as you move toward your goals and the competence of a qualified financial team that operates in sync with you.

We provide the right resources for the right reason at the right time.

Led by Amy Roman, we leverage expertise in strategy, finance and culture, and put business acumen at your fingertips for far less than you would pay to hire the same experience in-house. This level of skill will change the game for your business. 

With CEFO you can afford:

TEAM

Been there.
Done that.

The CEFO team has worked in numerous industries and solved all types of the most daunting challenges. We assign dedicated staff with the experience to meet your unique needs, from routine reports to special projects.

We’ll match the members of our team to the work style and personalities of yours, using CultureTalk profiles to insure we are aligned. It’s important that we really hear things from your point of view and respect your priorities and expectations.

To each new engagement, we bring a fresh perspective, curiosity and a genuine enthusiasm for what you are building. Check out the broad reach of our CFOs, controllers, staff accountants, and culture consultants.

Amy Roman

CPA, CGMA, CMAA

Confident. Professional. Practical. Savvy.

Amy Roman is an accomplished CFO with over 30 years of experience developing strategies, analyzing trends, working with auditors, building teams and solving the most deep-rooted issues holding companies back from actualizing their goals. She establishes investor and banking relationships and handles merger and acquisition activity. Amy is everything you need in a true financial and operational CFO.

Amy’s experience includes working in NYC for over 20 years in senior financial executive roles. For over ten of those years she worked with private equity owned portfolio companies. She founded CEFO in 2013.

Amy has a broad depth of knowledge in multiple sectors including manufacturing, wholesale and retail consumer goods, supply chain, contracting, healthcare, alternative energy, utilities, fashion and cannabis. She works with emerging growth companies and a variety of start-up entities. Her experience also includes service-based companies including law firms, marketing and advertising firms, macro-economic advisory firms, IT and software consultants and placement firms.

Curious. Generous. Honest. Trustworthy.

Amy is genuinely interested in new ideas and brings an open mind and impartial ear to entrepreneurs of all sizes. You’ll appreciate her energy and her attitude as she quickly assesses situations, responds with operational aptitude and puts her street smarts to work for you. Everything you want in a partner.

Tim O'Connor CPA

CFO

William Danaher

Director of Training and Process

Philip Berggren

Senior Consultant, Controller

Andrea MacDougall, CPA

Controller

Peter Craig

Controller

Jason Lemery, CPA

Controller

Marthanne Gershman

Controller

Ashley Robinson

Staff Accountant

Carissa Wardwell

Intern

Elisabeth Bates

Staff Accountant

Lori Benson

Office Manager

Brenda Soucy, CPA

Senior Accountant

Shannon Oeser

Staff Accountant

Madeline Bates

Future CEFO CPA

Dr. Fauci

Expert Tactician

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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.

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