Virtual Family Office for Accountants

Thorough verification completed on all VFO Specialists
Access to community reviews and ratings on 75+ VFO Specialists
Ability to share in revenue from VFO activities
Increase client satisfaction and stickiness
Increase client implementation of tax planning strategies
Additional set of eyes to brainstorm solutions for clients
Additional set of hands to assist with bandwidth issues
Ability to add 75+ VFO Specialists to your website to make your firm appear larger

What Top Accountants Are Saying About Working with the Elite VFO

“I was really surprised when I started applying the Team-Based Model to my clients. I was already doing advanced tax planning for them, but I didn’t even know about these other business challenges they had. There’s so much more than just tax planning that we can help with, and I know I can’t be the expert in everything, which is why the Virtual Family Office is so valuable. It gives me more bench strength than I’ve ever had.”

Cheri Turner, MBA, EA, CPA
Wildalea
Founder and President

“When I take my clients through the Team-Based Model process, they love it. They appreciate that I’m looking at their situation holistically and finding them wins even outside of tax planning. We uncover things they didn’t even know they needed. It’s been fun to take my clients through this process because they’re so excited when they see what we can bring to the table as a team.”

Jeff Golbois, CPA, MBA
Pastor, Golbois, Elbert & Palladino
Managing Partner

“In just a few months, I’ve increased my monthly recurring revenue by $5k. I’m confident I’ll generate $100k in additional revenue this year, and expect that to be $300k next year easily. It’s only going to grow from there.”

Patricia McCullough
Augustedge, PLLC
Owner

Two Options for Accountants Working with our VFO

Accountants Already Offering Tax Planning

That's fantastic! You're already ahead of the curve by offering tax planning to your clients.

Along with the tax planning you’re currently providing, we offer access to a team of over 20 tax attorneys, CPAs, and specialized experts who dive deep into the 80,000+ page IRS code to uncover even more strategies and opportunities. It’s simply too much for any one individual to master the entire tax code!

Our Virtual Family Office team can assist with advanced tax strategies such as the R&D credit, Cash Balance Plans, or tax-advantaged investments like Solar Funds and the NMTC.

Additionally, we have experts in wealth management, business advisory, risk mitigation, and legal services.

There’s always a wealth of opportunities to bring to your clients.

Accountants Not Offering Tax Planning

No problem!

We understand. Many accountants prefer to focus on compliance work, and that’s completely fine!

By partnering with our team of VFO experts, you can still provide top-notch tax planning for your clients while sharing in the revenue from these services.

The best part? You won’t need to learn any new skills or services to offer!

In addition to tax planning, we also offer expertise in wealth management, business advisory, risk mitigation, and legal services.

Join Now for $145/Month

Our Team of 75+ VFO Specialists Serve 5 Main Categories

Tax Planning

Tax planning involves assessing a client’s financial situation to maximize tax efficiency. This process includes implementing strategies designed to minimize tax liabilities.

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Wealth Management

Wealth management encompasses more than just investment management; it’s a comprehensive strategy that addresses every aspect of a client's financial well-being, including customized financial planning, investment oversight, and estate planning.

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Business Advisory

Business advisory services encompass a wide range of solutions designed to drive revenue growth and support long-term sustainability.

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Legal Services

Legal services encompass a broad range of assistance provided by lawyers to help individuals, businesses, and organizations navigate the complexities of the legal system.

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Risk Mitigation

Risk mitigation involves taking proactive steps to identify, evaluate, and manage potential risks that could impact your financial or personal well-being.

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Join Now for $145/Month