--- title: Virtual Family Office for Accountants description: Access new revenue opportunities by tapping into our Virtual Family Office for accountants, which includes over 75 specialists across multiple disciplines. image: https://elitert.com/hubfs/icons/elite-square.jpg --- # Elevate Your Tax Advisory Firm With a Virtual Family Office For Accountants Who Are Ready to Scale Beyond Tax Planning ***Watch now to see how to access 75+ specialists across 5 service areas to deliver more value and command higher fees.*** ## Real Results From Accountants Like You **$5,000 Monthly Revenue Increase** “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.” ![](https://elitert.com/hubfs/Headshots/patricia%20mcculloughy.jpeg) Patricia McCullough **Augustedge, PLLC** Owner **Expanded Beyond Tax Prep & Planning** “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."** ![](https://elitert.com/hubfs/Headshots/Cheri%20Turner.jpeg) Cheri Turner, MBA, EA, CPA **Wildalea** Founder and President **Discovered Hidden Client Needs** “My clients 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.” ![](https://elitert.com/hubfs/Headshots/jeff%20golbois.jpeg) Jeff Golbois, CPA, MBA **Pastor, Golbois, Elbert & Palladino** Managing Partner ## Why The Virtual Family Office Works for Proactive Accountants ## Your Current Reality - You provide valuable tax planning but hit capacity limits - Your clients need help beyond your expertise - You see revenue opportunities you can’t capture - You want to work with fewer, better clients - You’ve outgrown the traditional referral model ## The VFO Advantage - Scale your impact without scaling your team - Leverage 75+ specialists without hiring anyone - Share in revenue from services you don’t personally deliver - Attract and retain ideal clients with comprehensive services - Build strategic partnerships rather than one-off referrals ## You've already broken free from the compliance-only model. Now it's time to build something extraordinary with 5 integrated service areas: ![](https://elitert.com/hubfs/Group.png) ### Tax Planning Build on your existing tax expertise with sophisticated strategies from our specialists in tax credits, qualified plans, entity structuring, and more. ![](https://elitert.com/hubfs/Shape-1.png) ### Risk Mitigation Help your clients through vetted financial advisors and wealth specialists who complement your tax strategies with comprehensive financial planning. ![](https://elitert.com/hubfs/Path.png) ### Wealth Management Connect clients with investment strategies, retirement planning, real estate options, and alternative investments. ![](https://elitert.com/hubfs/icons/Shape-2.png) ### Legal Services Provide seamless access to legal specialists for trusts, wills, buy-sell agreements, and other documentation that strengthens your tax planning. ![](https://elitert.com/hubfs/Shape.png) ### Business Advisory Help your business owner clients with succession planning, operational efficiency, KPIs, and strategic growth initiatives that support your tax work. ![](https://elitert.com/hubfs/icons/Group.png) ### Share In Revenue Generate additional income streams by partnering with these specialists while providing more comprehensive service to your clients. [ Watch Free Video ](https://elitert.com/accountant-vfo-vsl) ## Frequently Asked Questions Will this complement my existing tax planning services? Absolutely. The VFO model builds on the tax planning foundation you've already established, adding complementary services that enhance and support your tax strategies. How do I integrate this with my current practice? Our proven implementation system helps you seamlessly incorporate VFO services while maintaining your existing client relationships and service offerings. Do I need to form legal business partnerships? No. These are strategic collaborations with clear parameters, not legal partnerships. You maintain independence while expanding your service capabilities. How soon can I expect to see revenue? Most accountants who actively implement our system see additional revenue within 30-45 days. 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