1-Aug-20-2025-07-26-38-6724-PM

Secure CPA Partnership Agreements Within
45 Days  

Connect with CPAs that Generate 1-2 New Client Introductions Weekly

How advisors eliminate marketing expenses and get warm client introductions on autopilot

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Just named #43 in Financial Services on the 2025 Inc5000 List (2)

End the Marketing Hamster Wheel

With strategic CPA partnerships, marketing becomes irrelevant.
Get consistent, warm introductions to ideal clients every week.

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Stop wasting money on dinner seminars, radio shows, and
expensive lead generation programs.

We Use a Done-With-You-Approach

  • We provide 3 hours of CPA partnership training (distilled from 80+ hours)
  • We attend every prospective CPA meeting with you
  • We lead 95% of the conversation for you
  • We handle all objections and concerns
  • We help secure signed engagement agreements within 45 days
  • On average you get 1-2 client introductions weekly from each CPA
Unlike traditional Family Offices, a Virtual Family Office provides services to your clients — not just one family. (11)

Our Team Does the Work
With You 

  • We join prospective CPA partner meetings and handle 95% of the presentation. 
  • We have a 82% close rate when we present together with an advisor to a CPA 
  • That means for every 10 CPAs identified, we close at least 8 of them for you.
Unlike traditional Family Offices, a Virtual Family Office provides services to your clients — not just one family. (15)
Unlike traditional Family Offices, a Virtual Family Office provides services to your clients — not just one family. (16)

1-2

New Client Introductions Weekly Per CPA Partner

$0

Marketing Cost Per Client Intro Once Partnership Established

45

Days to Secure Partnership
Agreement

Two Options After Agreement

Option 1

Take the CPA relationship and run with it independently

Option 2

Leverage our VFO Fast Track with the CPA's clients for double leverage

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See An Inside Look at Our
VFO Fast Track Program

Learn more about how to get a CPA partner and how to connect to a Virtual Family Office.

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Ready to Learn More?

Discover how this done-with-you program eliminates the need for traditional marketing.

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