{"id":36168,"date":"2023-03-21T09:54:25","date_gmt":"2023-03-21T13:54:25","guid":{"rendered":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/?p=36168"},"modified":"2023-03-21T09:54:25","modified_gmt":"2023-03-21T13:54:25","slug":"amy-romans-company-helps-businesses-by-providing-specialized-staff-and-training","status":"publish","type":"post","link":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2023\/03\/amy-romans-company-helps-businesses-by-providing-specialized-staff-and-training\/","title":{"rendered":"Amy Roman\u2019s Company Helps Businesses By Providing Specialized Staff And Training"},"content":{"rendered":"
\"\"
Amy Roman has owned CEFO Advisors for 10 years.
Courtesy CEFO Advisors<\/figcaption><\/figure>\n

By Jill Nagy<\/p>\n

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.\u00a0<\/span><\/p>\n

The Saratoga company provides a variety of professional staff members on a part-time basis.<\/p>\n

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 \u201cneeded more than just me,\u201d and for the past five years, she has been hiring staff members and placing them with clients.\u00a0<\/span><\/p>\n

In the early days, one of her clients described her as \u201dthe bridge between CFO and CEO.\u201d \u00a0 <\/span>That is the origin of the company name, CEFO.<\/p>\n

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.<\/p>\n

Typically, the CEFO specialist will remain with a company for year or more, coming and going as needed.<\/p>\n

Company offices are at 125 High Rock Ave., Suite 103, in Saratoga Springs.\u00a0<\/span><\/p>\n

Roman creates a team for each client company and she hires people for specific companies.<\/p>\n

<\/span><\/span>\u201cWe see ourselves as part of the fabric\u201d of the company,\u201d she said.\u00a0<\/span><\/p>\n

Roman begins by evaluating the potential client company, trying to find out \u201cwhere the pain points are\u201d and how to cure them. She also examines the company\u2019s culture and atmosphere using a program called Culture Talk, and matches them with sympathetic employees.\u00a0<\/span><\/p>\n

The Culture Talk program categorizes companies and people according to 12 archetypes, including hero, caregiver, innocent, magician, sage, and creator. \u00a0<\/span><\/p>\n

The CEFO website, cefoadvisors.com, includes photographs of each of CEFO Advisor\u2019s employees, with a brief biography and icons for three Culture Talk archetypes that, in theory, characterize them. Even the \u201cmagician\u201d or\u00a0 <\/span>\u201csage\u201d must also have the professional skills the client company needs. Roman feels that it is also important to be able to communicate well and fit into the company\u2019s culture and the Culture Talk evaluation helps to predict that.<\/p>\n

Roman is a Culture Talk certified partner.<\/p>\n

CEFO also acts in an advisory capacity, as needed. They can provide staff training, coaching and consulting, and conduct workshops. They do not do tax work, in spite of the fact that there are several CPAs on staff, including Roman.<\/p>\n

Before moving to Saratoga, Roman spent 20 years working in New York City, mainly in CFO positions with financial and private equity companies.\u00a0 <\/span>At one point, she realized that only a fraction of her time was devoted to CFO duties. The rest of the time, she did other chores, including answering the telephone and seeing that used coffee cups went into the dishwasher.\u00a0<\/span><\/p>\n

\u00a0<\/span>\u201cYou do what you have to do because you are there,\u201d she said.\u00a0<\/span><\/p>\n

That experience was the germ of the idea for CEFO Advisors\u2014that a company could have a CFO just for the time it took to perform those duties. Let other employees answer the phone and clean up the break room. \u00a0<\/span><\/p>\n

Typically, a CEFO employee works for several client companies at the same time\u2014with everyone protected by confidentiality agreements. They typically remain with a client company for about a year. A \u201csuccessful exit\u201d occurs when the company grows to the point that they need somebody full-time in the position, Roman said.<\/p>\n

Roman grew up in Slingerlands and is a graduate of Bethlehem High School. She majored in accounting and computer science at SUNY Geneseo.\u00a0 <\/span>Despite her computer science studies, she takes her own advice and outsources CEFO\u2019s IT work to Groff Networks.\u00a0<\/span><\/p>\n

CEFO Advisors can be reached by telephone at 518-693-7446.<\/p>\n","protected":false},"excerpt":{"rendered":"

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.\u00a0 The Saratoga company provides a variety of professional staff members on a part-time basis. Amy Roman has owned the company for 10 years. […]<\/p>\n","protected":false},"author":89,"featured_media":36169,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[],"yoast_head":"\r\nAmy Roman\u2019s Company Helps Businesses By Providing Specialized Staff And Training - Glens Falls Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2023\/03\/amy-romans-company-helps-businesses-by-providing-specialized-staff-and-training\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Amy Roman\u2019s Company Helps Businesses By Providing Specialized Staff And Training - Glens Falls Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"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.\u00a0 The Saratoga company provides a variety of professional staff members on a part-time basis. 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