SCALE FASTER. SPEND SMARTER.

Fractional CFO services built for companies who want to grow.
We give you
Book a Free Strategy Call Now

YOU'VE COME TO THE RIGHT PLACE!

You’ve got the revenue. You’ve got the opportunity. But without experienced senior-level financial leadership, every move feels like a guess.

Cash forecasts are unclear. Margin leaks go unnoticed. Investor calls turn into fire drills.

THAT ENDS HERE.

THE CeFO SOLUTION

We’re more than a fractional CFO service. CEFO is the trusted financial partner behind a significant portfolio of high-growth businesses from ($5M to $100M+) who need clarity, control, and capital command.

Our team gives you exactly what full-time CFOs do (and more) without the bloated salary or long hiring process.

From deal prep to multi-entity reporting, we’re a resource to take your company to the next level.
_LIB8409 (1)
_LIB8465 (1) (1)
_LIB8492 (2)

Why choose us?

STRATEGY THAT MOVES MONEY, NOT JUST TRACKS IT

Most finance consultants give you a report, we give you recommendations, decisions, and execution – fast.

We don't just sit back and observe. We plug in, take ownership, and drive outcomes like part of your team.

NO MORE FINANCIAL GUESSWORK

 

Don’t stress over numbers before a meeting.

 

We build the reporting, models, and dashboards that give you confidence in every decision—backed by real data, not hope.

SPOT WHAT YOUR TEAM MISSES

 

Your bookkeeper balances books. Your CPA files taxes. We see the why behind the numbers, and fix what’s bleeding.

 

From margin leaks to inefficiencies, we flag the risks no one else is looking for.

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.”

How It Works

✔Plug-and-play fractional CFO model
✔Custom reports, models, and dashboards
✔CFO-level insight without the full-time cost
✔Fast onboarding, clear communication, and real strategic input from day one

No fluff · No pressure · Just a clear look at your numbers, & what’s missing.

Book a Free Strategy Call
Meet the team

LED BY A FOUNDER WHO’S BEEN IN THE BOARDROOM

Bill Shenkin, CEO of CeFO, has helped companies like the Colorado Rockies and San Diego Padres get their financial house in order. Fast.

Now, he leads a senior team of experts who serve ambitious companies like yours.

Bill Shenkin, CPA

CEO, 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

BOOK A CALL TO START SCALING TODAY
Client Login