CeFO, Inc.

Empowering family offices and family businesses with CFO, accounting, and tax services

Accountant in Englewood, CO (show on map)

CFO, accounting, and tax services for family offices and businesses

About

CeFO specializes in providing comprehensive financial solutions including fractional CFO services, tax strategies, and family office management. Their services are tailored to meet the unique needs of family offices and businesses, focusing on wealth preservation, strategic planning, and operational efficiency.

Trusted financial expertise across accounting, tax, and investment strategies

Global reach with local expertise via Numera network

Custom solutions tailored to unique business needs

Services

Fractional CFO Services

Strategic financial leadership without full-time overhead

Strategic financial planning and forecasting Cash flow management and liquidity optimization Financing and banking relationship support Transparent financial reporting Risk management and operational oversight

Tax Services

Precision-driven tax strategies for businesses and individuals

Strategic tax planning Multi-state/international tax return preparation Estate and inheritance tax planning Sales tax/VAT compliance Specialized reporting for complex structures

Family Office Services

Holistic wealth management for family offices

Investment strategy and portfolio management Tailored tax minimization strategies Estate and succession planning Charitable giving plans Governance structures for financial management