Leadership That Combines Discipline, Strategy, and Results.

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Meet Bill

William “Bill” Shenkin has spent more than three decades advising leaders, building businesses, and guiding organizations through complex challenges.

As the Founder and CEO of CeFO, Inc., Bill leads one of the nation’s premier advisory firms serving high-net-worth families and businesses. His expertise spans advanced tax planning, business strategy, M&A advisory, and family office management.

But beyond the boardroom, Bill is also an Ironman triathlete, cyclist, and competitive ballroom dancer — proof that discipline, creativity, and focus extend far beyond business.

Bill Shenkin is a seasoned financial expert with 38 years of professional experience. A Certified Public Accountant (CPA) and Certified Information Technology Professional (CITP), he serves as the CEO and President of CeFO, Inc. His expertise spans a comprehensive range of services, including accounting, tax consulting, strategic business planning, family office services for high-net-worth individuals, and CFO-level consulting. Bill’s professional credentials are complemented by his academic background, holding both a Master’s in Accounting and a Bachelor’s in Jazz Piano from Florida Atlantic University.

Bill is the author of the forthcoming book “The CEO’s Guide to Financial Success”, leveraging his decades of experience to offer actionable insights for business leaders. This guide is designed to equip executives with the strategies and tools necessary to optimize financial operations and scale their businesses.   

Bill’s financial career began at Ernst & Young in West Palm Beach, Florida, where he specialized in serving high-net-worth families. After relocating to Denver in 1989, Bill became a partner at Shenkin Kurtz Baker & Co., which made history as the first firm to merge with Century Business Services (CBIZ). There, Bill held the position of national partner until 2000, when he founded CeFO, Inc., a firm dedicated to delivering high-level financial services with a personal touch.

Regarded for his professionalism and vision, Bill has earned a reputation as a trusted advisor who brings clarity and innovation to complex financial challenges. Colleagues and clients alike value his integrity, strategic planning capabilities, and unique ability to streamline processes in a way that produces consistent results.

A skilled facilitator, Bill thrives on delivering actionable insights through a practical and engaging approach. Whether advising business leaders, overseeing financial systems, or consulting on high-stakes negotiations, he ensures that his strategies are clear, results-driven, and immediately applicable.

Throughout his career, Bill has achieved significant milestones. He played a critical role in helping Denver secure its Major League Baseball franchise, the Colorado Rockies, by designing a financial forecast and business model presented to MLB investors and working with the Colorado Governor. His accomplishments also include working internationally with fitness clubs in Singapore and Taiwan, assisting with acquisitions, and collaborating on large-scale development plans. Notably, he acted as interim CFO for an IMAX film company owned by National Geographic, redesigning financial systems across international subsidiaries.

Alongside his corporate roles, Bill has worked with an impressive roster of clients and industries, from professional athletes to real estate firms and family office services. His experience includes negotiating multi-million-dollar sales to public companies, orchestrating 1031 real estate transactions, and delivering financial solutions for complex business ventures involving public shells and corporate finance.

Bill is also a highly sought-after speaker on topics ranging from financial leadership to mental health advocacy. He has spoken in the Colorado House on promoting mental health awareness. His media presence continues to grow, reflecting his expertise and passion for creating meaningful change in both business and society.

TESTIMONIALS

What They Are Saying

Bill's presentation to our CEO group enlightened them on important ways

to look at their business to increase efficiency and ensure good

accounting practices. Bill shared stories with companies he helped

rescue from bad practices.

Bill was treasurer of a major Triathlon nonprofit when I started two years ago and, blessedly, agreed to serve another term. Amid under-resourced finance and foundation teams, Bill’s

fiscal oversight, specialized expertise, and broad organizational acumen guided our rapidly growing philanthropic operation through the most challenging waters I’ve encountered.

Bill came on board as acting chief financial officer for our company, which was experiencing tremendous growth, for

which the controller was overwhelmed. Bill assisted in managing growth and ultimately assisted in positioning the

company for a purchase by a multi-billion-dollar public company.

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