Skip to content

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:

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?

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!

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.

By filling in the from, you agree to our Privacy Policy, including cookie use.

The second round of PPP is here – do you qualify?

Sign up for your free consultation with CEFO Advisors for help with the second round of PPP for your business. We’ll help you with: Identifying if you qualify for PPP
Read More

CEFO Advisors welcomes new CFO, Tim O’Connor

CEFO Advisors is excited to welcome Tim O’Connor to the team as CFO. Tim brings over thirty years of experience in finance and operations leadership to CEFO Advisors, and has
Read More