
Courtesy CEFO Advisors
By Jill Nagy
When a company needs a controller, a staff accountant, a chief financial officer (CFO), or similar staff member, but not on a full-time basis, CEFO Advisors can step in.
The Saratoga company provides a variety of professional staff members on a part-time basis.
Amy Roman has owned the company for 10 years. For the first five years, however, Roman was the only employee. Eventually, she realized that clients “needed more than just me,” and for the past five years, she has been hiring staff members and placing them with clients.
In the early days, one of her clients described her as ”the bridge between CFO and CEO.” That is the origin of the company name, CEFO.
Roman has 18 employees including managers, accountants, bookkeepers, controllers, CFOs, and staff training specialists, that she matches with companies needing their skills and expertise. Many are part-timers, working parents, or semi-retired people ready for a second career. They work flexible hours, including working at home, but must be available when the client company needs them on site, Roman said.
Typically, the CEFO specialist will remain with a company for year or more, coming and going as needed.
Company offices are at 125 High Rock Ave., Suite 103, in Saratoga Springs.
Roman creates a team for each client company and she hires people for specific companies.






