CEFO Advisors

CEFO Advisors CEFO Advisors provides outsourced CFO and accounting services to help businesses balance Finance, Strategy, and Operations. https://calendly.com/aroman-6/30min

Essentially, we bridge the gap between the CEO and CFO. Schedule a 30 minute introductory call with our founder, Amy Roman.

“May your troubles be less, and your blessings be more, and nothing but happiness come through your door.”Happy St. Patr...
03/17/2025

“May your troubles be less, and your blessings be more, and nothing but happiness come through your door.”

Happy St. Patrick's Day from all of us at CEFO Advisors.

Meet Our Team l CEFO AdvisorsKevin Bergeron - Practice Director/CFOKevin joined CEFO Advisors in August 2022 as a Contro...
03/14/2025

Meet Our Team l CEFO Advisors
Kevin Bergeron - Practice Director/CFO

Kevin joined CEFO Advisors in August 2022 as a Controller and was promoted to CFO in 2023 and to Practice Director in 2024. He has more than 15 years of professional experience in the accounting and finance fields with an expertise in construction, IT, financial advisory, and real estate. He earned his undergraduate degree from UNC Wilmington, and his MS in Accounting, and MBA from the Cameron School of Business at UNC Wilmington. Kevin resides in Charlton with his wife and 3 young sons.

Meet Our Team l CEFO AdvisorsPat McGowan, CFO Pat joined CEFO Advisors in July 2022 as a Fractional CFO. He has more tha...
03/11/2025

Meet Our Team l CEFO Advisors
Pat McGowan, CFO

Pat joined CEFO Advisors in July 2022 as a Fractional CFO. He has more than 30 years of experience as a finance and operations professional working with companies including Fidelity Investments, Informz, Six Flags Great Escape and Resort, and Construction Industry Solutions.
He earned his undergraduate degree from SUNY Cortland and his MBA from Bentley University and in 2014 was named one of the Capital District’s CFOs of the Year by the Albany Business Review.
In his free time Pat enjoys spending time with his 2 adult children, attending live music concerts and professional sporting events.

Meet Our Team I CEFO AdvisorsJason Lemery - Practice Director / CFOPrior to joining CEFO in 2020, Jason served as the Co...
03/04/2025

Meet Our Team I CEFO Advisors
Jason Lemery - Practice Director / CFO

Prior to joining CEFO in 2020, Jason served as the Corporate Controller at Creative Stage Lighting Inc. for 12 years. Before Creative Stage, Jason worked for Pregis Corporation as their Corporate Controller having previously spent 5 years working at public accounting firms. Jason graduated from Hartwick College with a BS in Accounting with a minor in Finance. He is a member of the AICPA and has served on the budget and finance committee of the Glens Falls YMCA. Fun Fact: When asked what his dream job was as a kid, Jason replied, "an airline pilot"!

Meet Our Team l CEFO AdvisorsKim Bryant - Practice Director of Accounting ServicesKim joined CEFO Advisors in July 2021 ...
02/26/2025

Meet Our Team l CEFO Advisors

Kim Bryant - Practice Director of Accounting Services

Kim joined CEFO Advisors in July 2021 as Manager of Accounting Services. She has more than 25 years of professional experience in accounting and management. Prior to working for CEFO, Bryant worked for Rutnik & Co. PC where she began as a staff accountant in 2000 and served in various positions of increasing responsibility and leadership.

Kim's favorite activities are playing volleyball and participating in Mud Runs. When asked what her dream job was when she was a kid, Kim replied "a NYC Detective".

Numbers geeks wanted! CEFO Advisors is looking for an experienced Controller to join our extraordinary team of professio...
02/26/2025

Numbers geeks wanted! CEFO Advisors is looking for an experienced Controller to join our extraordinary team of professionals serving clients from Albany to Tampa. For over 11 years, CEFO Advisors has been the front-runner in providing outsourced CFO advisory and accounting services in the region.
Imagine yourself working for a successful and fast-growing company in a newly renovated office suite that is calm, clean, and organized.

Did I mention we’re also dog friendly?

Imagine working for leaders who care deeply for you and your happiness in and out of the workplace.

Imagine working for a company that allows for hybrid work experience with a flexible schedule.

Imagine collaborating with other professionals who bring a positive energy to work every day and love to dig in and crush their work.

Imagine working for a company that balances job satisfaction and complete accountability to deliver greatness.

For the full job description email:
[email protected]
518-693-7446

CEFO Advisors had a great night out to celebrate the achievements of the South End Children's Cafe in Albany. What an am...
02/10/2025

CEFO Advisors had a great night out to celebrate the achievements of the South End Children's Cafe in Albany. What an amazing organization led by founder and Executive Director, Tracie Killar. This Women's President's Organization sponsored Galentine's event at Troy's Revolution Hall, featured Benita Zahn as the keynote speaker. CEFO Advisors was honored to be a Sparkle Sponsor for the event.

Meet Our Team l CEFO AdvisorsJohn Lang, CFOJohn, a Fractional CFO, joined the CEFO Advisors team in December 2024. He br...
01/29/2025

Meet Our Team l CEFO Advisors
John Lang, CFO

John, a Fractional CFO, joined the CEFO Advisors team in December 2024. He brings a wealth of professional experience to our team having previously owned his own CFO Advisory Firm, Lang CFO Advisory Services. John previously served as the CFO at Bestpass, IBT Industrial Solutions, and Poweronemedia. Additionally, John has held senior level management positions with UNUM and Ernst & Young.
John and his wife Karen reside in Brunswick, NY, and have 3 children and 3 grandchildren. John enjoys all sports, particularly golf, skiing and pickleball.

01/29/2025
At last night's   mixer at  , Kelly Stevens & Bobbi Nelson-Collette surprised Jason Kelleher & David Fay of NBT with 4 C...
01/17/2025

At last night's mixer at , Kelly Stevens & Bobbi Nelson-Collette surprised Jason Kelleher & David Fay of NBT with 4 CEFO Pay It Forward gift cards. Jason and David each received 2 gift cards, 1 to keep and 1 to give away to spread the kindness. Gift cards were for $25 & $50 to , 's, and 's. Read more about our Pay It Forward campaign at https://bit.ly/48ToS47

Address

3257 US/9 Suite 5
Saratoga Springs, NY
12866

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+1 518-693-7446

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