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Philosophy

We believe when local businesses thrive, so do local communities.

Whether your business needs better planning or better day-to-day operations, let CEFO Advisors help your business achieve great results.

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.

Fractional cfo

Uncover the Confidence to Move Forward

Financial success is rooted in knowing where you’re going and how you are going to get there.  CEFO Fractional CFO advisors ask the right tough questions, and then work with your team to find the best answers.  Our experience can take you from funding and financing, all the way through the finish line.  Our Fractional CFOs know how to manage priorities under the CEO’s direction. CEFO understands sometimes you need to “block and tackle” and sometimes you need “analyze and anticipate”.  As you learn to navigate the opportunity and recognize risk, we provide the critical support you need.  We’ll be there as you:

fractional controller & accounting services

Full-scale financial expertise. A fraction of the cost.

The accounting professionals at CEFO Advisors serve as an integral part of your team, working to provide critical, on-time, and actionable financial information. Our Fractional Controllers and Accounting Services team can carry out the day-to-day activities, improve  overall operations and streamline processes.

You’ll find making decisions about your business much easier when you have the numbers you need at your fingertips. 

Combined with our Fractional CFOs, our clients get both the day-to-day along with the forward-looking strategic plans to make accurate, timely, and impactful decisions that moves your business forward.

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?

OPERATIONS ADVISORY

Our Superpower

Most financial professionals can only see numbers- we see the entire picture.

CEFO’s professional finance teams have decades of deep operational expertise and know the power of well-crafted processes that support overall company operations.

The common friction between operations and finance can be reduced with the right people and processes in place that align with the growth objectives of the company.  By identifying roles and responsibilities, key tasks and deadlines, meaningful KPIs, and establishing review meeting cadences, CEOs and owners can get everyone “on the same page” all driving towards company goals.

CEFO Advisors’ Fractional CFOs, Fractional Controllers, Accounting Services and Project teams work every day to support clients’ overall operations and reduce friction – points.

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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