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.

Book a Free Consultation

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.

Book a Consultation

Note from the President

OUR SERVICES

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:

  • Strategic financial planning and forecasting

  • Cash flow management and liquidity optimisation

  • Support for financing, banking relationships, and funding strategies

  • Transparent, actionable financial reporting

  • 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:

  • Strategic tax planning for businesses and individuals

  • Preparation and filing of multi-state and international tax returns

  • Estate, gift, and inheritance tax planning

  • Sales tax, VAT, and other compliance services

  • 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:

  • Long-term investment strategy and portfolio management

  • Tailored tax planning and minimisation strategies

  • Estate planning, succession planning, and wealth transfer strategies

  • Charitable giving plans that align with your values

  • 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.

Know More

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

Testimonials

Happy Clients? Check.

“From the moment we spoke with Bill, it was clear CeFO was the right partner for us. They’ve taken so much off my plate — I finally have peace of mind and can focus on growing my business. CeFO makes the numbers simple, spots issues before they become problems, and keeps us on track every quarter. In five years of working together, I’ve never once worried about a mistake — that level of trust is rare. CeFO isn’t just an outside service; they’ve become part of our team and are fully invested in our success.”

CEO and Co-Founder, ScaleSec

Marsha Wilson

“What impressed me most is that CeFO doesn’t just know numbers, they understand business. They set up systems that saved us time and money, took tedious tax compliance completely off our plate, and gave us confidence that everything was accurate. Their communication is outstanding. We’ve had zero penalties, no missed filings, and tremendous peace of mind. CeFO has made my life and my business so much easier, and I would absolutely recommend them to any company that’s growing or facing serious financial challenges.”

Owner, American Design Ltd.

Paul Zueger

Nonprofit Turnaround: Bill steered a sinking triathlon non-profit Into growth mode

“Because of Bill, the organization is not only fiscally sound — it’s positioned for transformational growth.”

National Geographic Board Revamp: Bill made them ‘Boardroom Ready’ – and actionable

“He revamped the board package to be clearer, more actionable, and governance-focused.”

Family Office Financial Foundations

“Bill gave us visibility into our finances with clear, consolidated reporting, enabling better decisions and long-term planning.”

We Were Ready to Write Off Millions — Until Bill Recovered It

“Bill turned a near-total loss into a major financial recovery.”

38 Years. Every Engagement Better Than the Last.

“Bill’s long-standing track record reflects not just technical excellence, but a deep commitment to client success.”

CEOs Walked Away Smarter and More Focused

“Bill educated our CEO group on ways to increase efficiency and prevent financial blind spots.”

National Small Business Advisor

“Bill’s not just a finance g. He advises the National Association of Small Businesses, shaping policy at the national level.”

He Helped Us Grow – Then Helped Us Sell

“Bill helped manage our rapid growth and ultimately positioned us for acquisition by a multi-billion-dollar public company.”

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.

Book a Free Consultation
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