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CLIENTS

We value every relationship.

Our energy grows working side-by-side with clients across numerous industries. Together we measure success in milestones reached and dreams realized.

 

Testimonials

Mask Group 13@2x
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.”
theresa-agresta
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.”
Mask Group 11@2x
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.”
john-doran
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.”
susan-halstead
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.”
frank-den
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.”
lauren-groff
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!”

CEFO Stories

CASE STUDY

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CASE STUDY

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Client Testimonial Videos

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CEFO Advisors Welcomes Vanessa Farley as a Client Controller

CEFO advisors is thrilled to welcome Vanessa Farley to the team as a Controller. Vanessa joins us with a accounting background in banking, healthcare, insurance, and start-up companies. “I joined
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Janice Palmere Joins CEFO as a Client Controller

CEFO advisors is excited to welcome Janice Palmere to the team as a Controller. Janice started her career as an Accounts Payable clerk and grew into her position now as
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