About

Our firm is unique to the accounting and consulting industry by combining our years of experience with public accounting and internal management to develop our firm philosophy which is the origin of our name: Consulting Excellence for Organizations and Family Office or CeFO for short.

Our firm is founded on integrity of services as acting CFO (chief financial officer) for family offices (high net worth individuals), small to medium sized businesses and businesses going through transition or a transaction.

CeFO also provides tax services, most of which are a by product of our other service areas.

Our firm provides outstanding service to our clients because of our dedication to integrity and treating a client’s business or financial needs as if they were our own.