VFO Fast Track for Accountants

The Revenue Gap Most Accounting Firms Face

Trapped in Basic Tax Planning

You're stuck doing basic tax planning or low-margin tax preparation for clients. Meanwhile, higher-value advisory opportunities in business planning, risk mitigation, advanced tax planning, and wealth management slip away to other professionals, or worse your clients’ problems don’t get solved at all.

Missing Comprehensive Planning Revenue

Your clients need comprehensive planning services, but you don't have the time or resources to identify, facilitate, and capture these opportunities—leaving significant revenue on the table.

Limited Service Offerings

You know your clients have complex needs beyond basic tax planning and compliance, but expanding your service offerings requires expertise, time, and resources you don't currently have.

What is a Virtual Family Office (VFO)?

A Virtual Family Office provides the comprehensive planning services traditionally available only to ultra-wealthy families—but delivered through a team of specialists rather than hiring full-time employees.

Instead of hiring dozens of specialists, you get access to our entire Virtual Family Office team on-demand, which covers 5 main areas of services for your clients:

Tax Planning
Risk Mitigation
Wealth Management
Legal Services
Business Advisory

How the VFO Fast Track Works

We Identify Opportunities

Our team helps you analyze your client base and identify specific revenue-generating opportunities using our proven diagnostic process.

We Facilitate Client Meetings

Our specialists attend client meetings as part of your team, present solutions, and handle the complex coordination between multiple professionals, while you maintain the client relationship

You Share In Revenue

When planning strategies are implemented, you earn revenue sharing on services provided by our Virtual Family Office specialists.

Results Speak Louder Than Promises

No additional staff required. Our team handles client facilitation. You maintain client relationships.

$154K

Additional revenue one member generated from a single client introduction

45 Days

Average time to first revenue opportunity

$403,768

Our Top 5 performers earn in additional profit annually.

Schedule a Call

Untitled (295 x 166 px) (300 x 300 px) (920 x 500 px) (500 x 300 px)

What's Included In VFO Fast Track

Client Opportunity Analysis

Comprehensive review of your client base to identify specific revenue opportunities using our proprietary diagnostic tools.

Dedicated Liaison Team

Your own VFO Liaison who understands your practice and coordinates with specialists on your behalf.

Access to Our In-House CPA

We have an in-house CPA with more than 20 years of tax planning experience that works with you to explain any complex tax related ramifications & filing requirements.