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CeFO, Inc.

Investment Management Firms

Description

CeFO, Inc. provides public accounting and internal management services. It offers tax services; maintains client books in double entry accounting system; develops financial reports; reviews financials; assists clients with management of banking relationships, including negotiating lines of credit, mortgages, financing for investments, and acquisitions; pays bills electronically using bank online processing or intuit bill pay processing; invoices files electronically; implements systems for credit card payments and reviews for clients; assists with annual renewal of insurance policies; assists with acquisition/investment analysis; reviews client financial plans, planning, family legacy, and related matters; and facilitates and processes bank transfers and wires. The company also offers estate planning, business analyses-profit audit, strategic business planning, and outsourced chief financial officer services. It serves high net worth individuals, small to medium sized businesses, and businesses going through transition or a transaction. The company was incorporated in 1994 and is based in Englewood, Colorado.

Corporate Address

88 Inverness Circle east Suite L107 Englewood, CO80112 United States of America

United States of America

720-506-4105

Tags:

Individual Banking, Banking and Investment Management Services, Personal Loans, Banking Insurance, Real Estate Banking, Investment Banking and Financial Services Company

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