Empowering family offices and family businesses with CFO, accounting, and tax services
At CeFO, we turn complexity into clarity, helping you achieve your goals with confidence.
Empowering family offices and family businesses with CFO, accounting, and tax services
At CeFO, we turn complexity into clarity, helping you achieve your goals with confidence.
Note from the President
All your family business needs, under one roof
Preserving wealth, growing a business, and securing a legacy aren’t just goals — they require careful planning, strategic decision-making, and deep expertise.
At every stage, we partner with you to anticipate challenges, uncover opportunities, and build a lasting foundation for the future. Here’s how we help:
Fractional CFO Services
Get strategic financial leadership without the overhead of a full-time hire.
Our expert CFOs offer tailored financial solutions that are aligned with your goals and market realities, including:
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Strategic financial planning and forecasting
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Cash flow management and liquidity optimisation
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Support for financing, banking relationships, and funding strategies
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Transparent, actionable financial reporting
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Risk management and operational oversight
We enable you to make data-driven decisions, so you can focus on scale.
Tax Services
Precision-driven tax strategies and comprehensive solutions for businesses and individuals.
We offer comprehensive tax services designed to minimise liabilities while ensuring compliance across all levels. Our tax services include:
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Strategic tax planning for businesses and individuals
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Preparation and filing of multi-state and international tax returns
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Estate, gift, and inheritance tax planning
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Sales tax, VAT, and other compliance services
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Specialised reporting for complex tax structures
By anticipating tax implications and leveraging the right strategies, we help you optimise your financial position and protect your wealth for the long term.
Family Office Services
We offer a holistic approach to wealth management that goes beyond the basics.
We understand that managing significant wealth comes with its own set of challenges, from preserving capital to planning for future generations.
With our expert team, we provide:
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Long-term investment strategy and portfolio management
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Tailored tax planning and minimisation strategies
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Estate planning, succession planning, and wealth transfer strategies
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Charitable giving plans that align with your values
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Governance structures to ensure smooth financial management
Our approach is not just about safeguarding wealth, but about creating sustainable legacies that benefit future generations.
The Power of Partnership
As a member of the Numera network, we combine the personal attention of a boutique firm with the resources and expertise of a global organization.
Our clients benefit from both our local understanding and our access to broader market insights and specialized expertise across the Numera platform.
Why choose us?
Trusted Financial Expertise
We offer unparalleled expertise across all financial functions—from accounting to tax, to investment strategies. Our experienced team works seamlessly with you, offering insights and guidance to help you make informed, confident decisions.
Relentless Focus on Your Success
At CeFO, we understand that every business is unique. We deliver custom solutions, tailored specifically to your business or personal financial situation. Our approach is built on understanding your goals and providing the right strategies to help you achieve them.
Global Reach with Local Expertise
As part of the Numera network, we deliver boutique-level service with the resources of a global firm. Whether navigating local markets or pursuing international tax strategies, we make sure you benefit from our deep expertise and broad capabilities.
Meet the team
Driven by expertise, united by vision
Bill Shenkin, CPA
President, CeFO
Jennifer Ducatte
Tax Manager, CeFO
Sean Davis
Manager, CeFO
Carla Stewart
Accountant, CeFO
Sandeep Shroff
Group CEO, Numera
Vincent Vo
Group CFO, Numera
Shriya Garg
Group COO, Numera
Michael Jerman
Group CKO, Numera
Partner with CeFO
We understand the unique opportunities and challenges businesses face in an evolving landscape.
With deep expertise and a global perspective, we provide tailored financial solutions to help you thrive.
Let’s discuss how our expertise can support your goals.
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