CEFO Advisors is a boutique financial services and accounting firm headquartered in Saratoga Springs, New York. Specializing in outsourced CFO and controllership services, the firm partners with growth-stage companies, nonprofits, and small to mid-sized businesses to strengthen their financial strategy and operations. CEFO Advisors delivers tailored solutions for clients who may not require a full-time CFO but still need expert financial guidance to scale their operations and make strategic decisions.

The team’s experience spans a variety of industries, enabling them to bring valuable insights and best practices to each engagement. CEFO Advisors distinguishes itself with a relationship-driven approach, working closely with management teams to align financial health with business goals. Their services often include forecasting, budgeting, cash flow management, financial reporting, and audit preparation. Known for their commitment to transparency and communication, the firm acts as an integral part of each client’s leadership team.

Additionally, CEFO Advisors supports nonprofit organizations with financial oversight and board reporting, helping mission-based entities maintain compliance and sustainability. Their community-focused ethos and professional diligence make them a trusted partner in the financial services space.

Website: http://strategiccforesources.com/

Key Services:

– Outsourced CFO services
– Financial forecasting and budgeting
– Cash flow management
– Management reporting and analytics
– Audit and tax preparation support
– Strategic financial planning
– Nonprofit financial oversight and reporting
– Internal controls and process improvement