VFO Fast Track for Accountants
Leverage a Virtual Family Office with Our Done-With-You Approach
See How Accounting Firms Create New Revenue Streams From Existing Clients Within 45 Days
Schedule a Call
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Get Access to 75+ Specialists
Learn more about the first turnkey, plug-and-play
Virtual Family Office experience for
forward-thinking accounting firms.
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The Virtual Family Office Helps Accountants Expand Services
Get access to 75+ Specialists in 5 Different Areas:
- Tax Planning
- Risk Mitigation
- Wealth Management
- Business Advisory
- Legal Services
We identify opportunities. We facilitate meetings. You share in the revenue.
Accountants Can Finally Offer Clients More
Alan Barber, CPA
"In the past it was painful when a client would email and say, we have some kind of need that was outside of my tax realm. And so I'm excited to have a network where people can come and I can actually provide that help for them."
Merrill Taylor, CPA
“With the VFO I was able to wipe away all of a client’s tax liability for the past 3 years. He pocketed roughly $400k even after my $168k planning fee."
Monika Hengesbach, CPA
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We Use a Done-With-You-Approach
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We review your existing client base with our proprietary VFO software
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We identify new revenue opportunities (average $11,232 per client)
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We attend your client meetings as part of your team
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We handle 95% of the Virtual Family Office (VFO) presentation
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We help you close VFO deals within 45 days
