Exciting News! CEFO Advisors Launches Pay It Forward Campaign!
CEFO Advisors is thrilled to announce the launch of our Pay It Forward Campaign, an initiative designed to give back to our incredible community and support local businesses. At CEFO
Services
No two businesses are identical.
No two businesses are identical. We tailor our offerings and team to meet your needs, flexing and adapting as your business grows over time. And every engagement comes with the oversight of an experienced CFO.
With every new client our first goal is to ensure that your accounting and business systems are up-to-date and financial reports are accurate and timely. Each client is unique and we tailor our services to provide what you need, when you need it.
Outsourced CFO
Controller
Staff Accountant
Mergers & Acquisition Support
Internal Controls
Staff Training
C-Suite Coaching
Assessments & Projects
Outsourced CFO
Outsourced CFO
Whether you’re running a start-up, emerging growth or mature enterprise, our outsourced CFOs creatively translate your business strategy into financial strategy and help you act on informed decisions in real time.
- Business plan development
- Customer and product pricing models
- Cash forecasting and projection models
- Budget development and implementation
- Developing operational KPIs
- Workflow modeling
- SEC Reporting
- Capitalization strategies
- Banking relationships/financing packages
- Opinion of Value
- Succession Planning
- Exit Strategies
Controller
Controller
On a weekly basis we become your tactical partner. We setup financial systems and procedures, and then ensure the entire team is working to plan. We ground your vision to the bottom line and share your excitement as you benchmark new milestones.
- Software analysis and implementation
- Financial statement preparation and analysis
- Budget oversight
- Accounting staff oversight
- Setup internal controls
- Cash flow and treasury management
- Audit preparation
- Cost accounting
- Inventory management
- Vendor and customer management
Staff Accountant
Accounting Staff
Accounting takes daily dedication. Our skilled staff is trained on numerous systems and keeps things running smoothly alongside your team. We can operate in your office or remotely.
- Reconcile accounts
- Manage cash
- Optimize chart of accounts
- Accounting system efficiency
- Month-end processes
- Budget to Actual performance reports
- Maintain and reconcile fixed assets schedule
- Maintain and reconcile general ledger
- Relationships with suppliers, customers and lenders
Mergers & Acquisition Support
Mergers & Acquisitions Support
We bring a sharp pencil and a creative approach to structuring winning M&A deals. There is always more than one way to assemble the pieces and you need a partner who has seen M&A from every angle. Amy Roman is a Certified Mergers & Acquisitions Advisor and knows the ins and outs of private and publicly traded deals.
M&A Advisory Services
- Cultural alignment
- Integration planning
- Establishment of the right management team
- Branding & public relations
- Internal communication
- Rationalization of product portfolios
- Supply-chain effectiveness
- Sales & marketing integration
- Customer retention
- Risk Management
Post Acquisition Integration
- Cultural alignment
- Integration planning
- Establishment of the right management team
- Branding & public relations
- Internal communication
Internal Controls
Internal Controls
Risk comes at you from many directions today. The best way to address it is to anticipate and avoid it wherever possible. We help you to implement important internal controls to protect your business, particularly where it concerns your finances.
- Assessment of internal controls and susceptibility to fraudulent activities
- Documentation and implementation of controls structure
- Internal audit testing
- Policies and procedures to mitigate financial or operational loss
- Update of Process Narratives and Risk Control Matrices
- Ensure compliance with SOX section 302
Staff Training
Staff Training
Accounting starts with accountability. That’s why we provide mentorship for your in-house controller, staff accountants and bookkeeping staff.
Core to our mission is improving your operations and outcomes. So we teach best practices every day, introducing effective work habits, new systems, and profitable partnerships to your in-house team as a matter of course. We build their skill as our relationship unfolds, which builds lasting value and leaves your business in stronger hands.
C-Suite Coaching
C-Suite Coaching
You’re an expert in your industry. We turn you into a business expert. We love to work with leaders willing to dive deeper into the connections between strategy, finance and culture. We deliver honest feedback (and sometimes tough love) served with empathy. We walk in your shoes and understand the challenges of business ownership. You are where you are, now let’s begin.
- C-level team financial coaching
- On and off-site planning meetings
- SWOT analysis and implementation
- Team building and leadership development tools
Assessments & Projects
Assessments & Projects
CEFO’s Assessment and Project team can dive in and deliver an independent review of your financial operations and determine what’s working, what’s not, and how to fix it. We work side-by-side with your team to ensure your financial operations support your overall operations.
Examples of successful projects include forecast modeling, financial systems implementations, cash flow projections, budgeting, ASC 606/842 and SOX compliance projects, new entity structuring, and much, much more.
Outsourced CFO
Whether you’re running a start-up, emerging growth or mature enterprise, our outsourced CFOs creatively translate your business strategy into financial strategy and help you act on informed decisions in real time.
- Business plan development
- Customer and product pricing models
- Cash forecasting and projection models
- Budget development and implementation
- Developing operational KPIs
- Workflow modeling
- SEC Reporting
- Capitalization strategies
- Banking relationships/financing packages
- Cash forecasting and projection models
- Opinion of Value
- Succession Planning
- Exit Strategies
Controller
On a weekly basis we become your tactical partner. We setup financial systems and procedures, and then ensure the entire team is working to plan. We ground your vision to the bottom line and share your excitement as you benchmark new milestones.
- Software analysis and implementation
- Financial statement preparation and analysis
- Budget oversight
- Accounting staff oversight
- Setup internal controls
- Cash flow and treasury management
- Audit preparation
- Cost accounting
- Inventory management
- Vendor and customer management
Staff Accountant
Accounting takes daily dedication. Our skilled staff is trained on numerous systems and keeps things running smoothly alongside your team. We can operate in your office or remotely.
- Reconcile accounts
- Manage cash
- Optimize chart of accounts
- Accounting system efficiency
- Month-end processes
- Budget to Actual performance reports
- Maintain and reconcile fixed assets schedule
- Maintain and reconcile general ledger
- Relationships with suppliers, customers and lenders
Internal Controls
Risk comes at you from many directions today. The best way to address it is to anticipate and avoid it wherever possible. We help you to implement important internal controls to protect your business, particularly where it concerns your finances.
- Assessment of internal controls and susceptibility to fraudulent activities
- Documentation and implementation of controls structure
- Internal audit testing
- Policies and procedures to mitigate financial or operational loss
- Update of Process Narratives and Risk Control Matrices
- Ensure compliance with SOX section 302
Staff Training
Accounting starts with accountability. That’s why we provide mentorship for your in-house controller, staff accountants and bookkeeping staff.
Core to our mission is improving your operations and outcomes. So we teach best practices every day, introducing effective work habits, new systems, and profitable partnerships to your in-house team as a matter of course. We build their skill as our relationship unfolds, which builds lasting value and leaves your business in stronger hands.
Mergers & Acquisitions Support
We bring a sharp pencil and a creative approach to structuring winning M&A deals. There is always more than one way to assemble the pieces and you need a partner who has seen M&A from every angle. Amy Roman is a Certified Mergers & Acquisitions Advisor and knows the ins and outs of private and publicly traded deals.
M&A Advisory Services
- Cultural alignment
- Integration planning
- Establishment of the right management team
- Branding & public relations
- Internal communication
- Rationalization of product portfolios
- Supply-chain effectiveness
- Sales & marketing integration
- Customer retention
- Risk Management
Post Acquisition Integration
- Cultural alignment
- Integration planning
- Establishment of the right management team
- Retention of top talent
- Branding & public relations
- Internal communication
C-Suite Coaching
You’re an expert in your industry. We turn you into a business expert. We love to work with leaders willing to dive deeper into the connections between strategy, finance and culture. We deliver honest feedback (and sometimes tough love) served with empathy. We walk in your shoes and understand the challenges of business ownership. You are where you are, now let’s begin.
- C-level team financial coaching
- On and off-site planning meetings
Culture Consulting
Your business may be the picture of financial health and have strong strategic momentum, but if you don’t tend to your culture, things will start to break down. We see culture as the third pillar of a strong business. It includes the ‘unwritten rules’ that dictate ‘the way things happen around here’ and is often responsible for your ability to attract and retain an amazing team.
We are Certified CultureTalk™ Partners and have access to a wealth of assessments, workshops and facilitation materials. We can help you work through cultural challenges within your organization or on your team. The CultureTalk™ system leaves a profound and lasting effect as it builds stronger leaders, motivates employees and binds teams together through mutual understanding and respect.
- Culture Audit to uncover the beliefs that drive behaviors across all departments and locations
- Culture shift consulting to align culture with goals
- CultureTalk™ for Individuals assessments and validation sessions to align employees
- Conflict resolution workshops and facillitations
- Banking relationships/financing packages
- And more…ask us!
