Navigating Tough Decisions: When Letting Go may be the Only Option
As the founder of CEFO Advisors and over 25 years of experience in financial management, my career has spanned roles from controller to CFO and then to CEO, giving me
Philosophy
Thrive and grow by addressing the 3 pillars of business.
When all three work in concert, there is no limit to what you can achieve.
At CEFO we believe that your ideas are exciting and your enthusiasm is infectious. We begin with your dreams and help you shape smart strategies. Along the way, we provide the right resources, for the right reasons, at the right time. It’s a practical approach that keeps financial success at the center of the conversation.
STRATEGY
Uncover the Confidence to Move Forward
Financial success is rooted in running a smarter business. That’s why we start with strategy and go well beyond accounting. We ask the tough questions, and then help you to answer them.
Our experience can take you from funding through the finish line. We partner to evaluate your entire ecosystem, recognizing that sometimes you need to ‘block and tackle’, sometimes you need to ‘analyze and anticipate.’
And as you learn to navigate opportunity and recognize risk, we provide the critical support you need. We’ll be there as you:
- Develop your business model
- Grow your team and your sales
- Scale your operations
- Approach lenders
- Attract investors
- Negotiate deals
- Plan your exit
FINANCE
Full-scale financial expertise. A fraction of the cost.
The professionals at CEFO serve as an integral part of your team, working at your site or remotely to provide critical, on-time, financial information. We carry out day-to-day activities, improve operations and streamline processes.
You’ll find making decisions about your business is so much easier when you have the numbers you need at your fingertips. What could you accomplish with accurate, timely, relevant and insightful data?
FINANCE
Full-scale financial expertise. A fraction of the cost.
The professionals at CEFO serve as an integral part of your team, working on your site or remotely to provide critical, on-time, financial information. We carry out day-to-day activities, improve operations and streamline processes.
You’ll find making decisions about your business is so much easier when you have the numbers you need at your fingertips. What could you accomplish with accurate, timely, relevant and insightful data?
CULTURE
Our Secret Ingredient
Many financial professionals fail to see the larger picture, focusing only on the bottom line. Our unique emphasis on culture as the foundation of a strong business is our secret ingredient.
Without a great culture, even the best companies will eventually fail. CEFO is a CultureTalk™ Certified Partner. CultureTalk™ allows us to align our consultants with our clients and quickly identify imbalances between your goals and your team’s approach.
We include CultureTalk™ for Individuals surveys in our onboarding process to ensure we communicate effectively, anticipate your needs and better understand your decision-making process. Ask about a culture audit or workshop for your team, too!
