CEFO Advisors
What we could verify
- Registered business?
- Registration found: New York Department of State, status Active, formed 2020
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 1 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | CEFO Advisors | home page | |
| Website | https://cefoadvisors.com/ | home page | |
| Office locality | Saratoga Springs, NY | home page | |
| Phone | +15186937446 | home page | |
| Offers bookkeeping | Documented: ...That’s why we provide mentorship for your in-house controller, staff accountants and bookkeeping staff. Core to our mission is improving your operations and outcomes. So we teach... | /services | |
| Month-end close + reporting | Documented: ...your excitement as you benchmark new milestones. Software analysis and implementation Financial statement preparation and analysis Budget oversight Accounting staff oversight... | /services | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...business. With CEFO you can afford: A CFO when you need one A Controller for critical monthly reporting and analysis Accounting staff that works seamlessly with your team You’ve... | /about | 4 pts (max 4) |
| Named contact / team | Amy Roman, CPA | /about | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: CEFO ADVISORS, INC. · NY DOS ID 5889178 · New York Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2020-12-02 (initial filing date of a New York-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | home page | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: New York Department of State active corporations (data.ny.gov n9v6-gdp6) lists CEFO ADVISORS, INC. (NY DOS ID 5889178), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2020-12-02 as the initial filing date of a New York-formed entity.
Data limitations
- 20 of 22 evidenced items come from CEFO Advisors's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.