USBN Q1 2018- CeFO version
6 US BUSINESS NEWS / Q1 2018 , CeFO, Inc; short for Consulting Excellence for Organizations and Family office, provides business consulting services specializing in accounting, finance and tax services.We invited Bill Shenkin, our CEOof the Year in Colorado, to talk to us about the informative and expert services that the firmoffers, helping clients in a variety of different ways. CFO Family Office and Business Services CeFO provides family office services to wealthy families and outsourced Chief Financial Officer services for small to medium sized businesses which do not have a chief financial officer. Furthermore, the firm also provides tax preparation and compliance services, as well as providing consulting services for merger and acquisition services, and also assisting companies to acquire businesses or to sell their own business. Working alongside Bill in managing the firm, is three years in a row award-winning Denver 5280, Pamela Fraser (pictured with Bill) who partnered with CeFO in 2015 in order to expand her small business services practice. As a result, the two have formed a formidable company which has resulted in the firm achieving and receiving multiple accolades. Describing his responsibilities as CEO, Bill outlines his leadership style, elaborating on what techniques are used in order to get the best out of his team and the best results for clients and customers. “As well as being CEO, I am the original founder of the Company which started January 1, 2000. As CEO, I am responsible for managing CeFO’s growth, services and procedures and I am also actively involved in servicing clients. My leadership style is to manage with a carrot and not a stick, and I am a firm believer in encouraging and nurturing staff to their full capabilities.” Ensuring staff have the creativity and freedom to shine in their respective roles and live up to their potential, Bill adopts an honest and transparent approach to his role, as alluded to earlier. He goes into a bit more detail about the working environment within CeFO and how this leads to staff maximizing their potential. “Internally, our culture is an open- door policy. Any staff member is welcome to share their thoughts, insights, and suggestions, something that helps define our culture and makes us successful. Our entire staff meets once per week to review client engagements, firm administration and any other topics that need review.” Placing a firm emphasis on the client, Bill believes that the client comes first. He is quick to mention that the key to the success of CeFO is employees’ ability to take care of clients, trusting that this is a major contributor to the firm’s achievements. “Essentially, the key to our success is taking care of our clients. We pride ourselves in 1801US04
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