Denver · Inverness
Year-round practice
Fractional CFO leadership, tax strategy, and family office services from an Inverness-based team that has spent 38 years inside family-run companies and the offices that manage family wealth. We work the whole year, not just the filing deadline.
CeFO is now Numera You still work with the CeFO team that knows your entities, your trusts, and your history, now backed by a national accounting and advisory bench.
Formerly CeFO
CeFO joined Numera, a national accounting and finance practice. If you searched for CeFO and landed here, you are in the right place — here is exactly what that means for you.
What we do here
Four practices, one team, one set of records. Most clients start in one of them and end up using two or three, because a family business rarely has a problem that stays inside a single category.
Financial leadership without a full-time hire. We sit in on the decisions that move the business — pricing, headcount, financing, distributions — and bring the numbers that settle them.
The return is the output. The planning happens the other eleven months, while there is still time to change the answer.
When the wealth outgrows the company that created it, someone has to hold the whole picture. That is this practice.
A sale, an acquisition, a generational handover, or any year the business stops looking like last year's business.
Denver to the next generation
Most of our clients are two things at once: an operating company and a household balance sheet. Distributions, trusts, succession, charitable giving, and a return that has to reconcile all of it. That is the work this office was built for — the point where a family business stops being only a business.
Tell us your situation — a company that has outgrown its bookkeeper, a transition on the horizon, or a family balance sheet that has outgrown its spreadsheet. We will get back to you within 24 hours to map out next steps.
Schedule a free consultation Prefer to come in? Our office is in the Inverness business park in Englewood, minutes from the Denver Tech Center.
CPA · 35+ yrs
Family Office Leader & Partner, Numera
Numera's family-office practice is led by Bill Shenkin, and it's built around a simple idea: the biggest financial decisions in a family's life deserve someone senior who actually stays. Across 35+ years as a CFO to high-net-worth families and their businesses, Bill has guided capital raises, acquisitions, and succession — and he stays close long after the deal closes, so complex wealth is looked after with judgment, not just paperwork.
