Know what a Mustang Sally moment is? You’re going to love our next guest’s story of Mustang Sally. Along with that, Amy brought our first four legged guest star to the show (Paxton). Listen in as we discuss the impact culture can have on your business as well as the relationships you make with customers. Amy shares how she measures culture when matching her team with her customers and how it creates greater connectivity and partnerships. 

Bio

Amy Roman is a Certified Public Accountant in the State of NY as well as a Certified M&A Advisor and Certified CultureTalk Partner. She is the founder and owner of Strategic CFO Resources LLC, d/b/a CEFO Advisors. The business was formed in June 2013, with the idea of helping small businesses balance Strategy, Finance, and Culture to achieve optimal results. Amy’s career began as a Staff Accountant for UKW (UHY) in Albany from 1985 through 1990. Amy moved to New York City in the early 90’s and worked for several small and mid‐sized companies in senior financial positions for 20 years. Much of what Amy’s experience was focused on included helping CEOs build value within their firm to achieve their optimal exit valuation. The last 10 years in NYC included working for the portfolio companies of private equity firms. She worked on acquisitions, divestitures, and was brought into organizations as the CFO when facing margin dilution problems, maximizing value for exit as well as similar types of challenges.

While in NY, it became apparent to Amy that being a CFO was rarely a full-time position. Amy found that 20% of her time was spent at the CFO level and the other 80% was spent filling in wherever necessary. When Amy moved back to Albany, she realized she could assist multiple businesses as a fractional CFO. When Amy first opened CEFO Advisors, she worked with up to 6 small businesses at any given time as their fractional CFO. Several of these businesses remain clients today. Today, CEFO Advisors works with over 45 businesses assisting with their accounting operations and CFO Advisory needs. CEFO has a team of 20 individuals who are CFOs, Controllers, Accountants and Bookkeepers. The firm grew 72% between 2020 and 2021 and the compound annual growth rate since 2018 was 56%. Together we share the passion to support small business owners grow their businesses and achieve their dreams. 

Contact Info

Amy Roman
CEO of CEFO Advisors, Inc.

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