Stop Referring Revenue Away

Todd Boddy
3 days ago
2 min read

Is your accounting firm constantly turning away high-value client needs because they fall outside your traditional tax services? Do you worry about your best clients seeking advanced strategies elsewhere? The reality is, many accountants face the challenge of a non-existent work-life balance and missed revenue opportunities.

It's time to Transform Your Accounting Firm. By partnering with a Virtual Family Office (VFO), you can serve your clients beyond basic tax planning and share in the revenue from those new services.

The Simple 3-Step Process. A VFO Partnership makes it easy to expand your offerings without hiring a single new employee or referring out your clients.

Step 1: Identify Need: You recognize a client need that goes beyond your traditional services.
Step 2: Connect Team: Your VFO Liaison helps you select the exact specialists needed from the Virtual Family Office.
Step 3: Share Revenue: The VFO coordinates the solution while you maintain relationship control and share in all revenue.

Instant Access to 75+ Specialists. The Virtual Family Office solution gives you instant access to over 75 vetted specialists, ensuring your clients receive comprehensive wealth solutions and coordinated advice. Here are a few:

Services Include:

Tax Planning: Charitable Remainder Trusts, Solar Funds, Opportunity Zones, Film & Cinema production, Oil & Gas, Cash Balance Plans, 1031 Exchanges, Tax Credits, and Tax Resolution and many more.
Business Advisory: Succession Planning, Growth & Expansion Strategies, Technology Transformation, Operational Improvement, and Financial Management are just the start.
Wealth Management: Real Estate, Crypto, Art, NFTs, Alternative Investments, Retirement Planning, Financial Planning, and Strategic Business Planning.
Legal Services: Estate Planning, Trusts, Entity Formation, Contract Creation, and Resolving Disputes.
Risk Mitigation: Mergers & Acquisitions, Captive Insurance, and planning for risks like Living Too Long or Dying Too Soon.

The Virtual Family Office Solution Stop letting revenue walk out the door with every referral. With the VFO Solution, you can:

Offer every specialized service your clients need under YOUR brand.
Maintain control of client relationships.
Access advanced tax strategists who can save clients $100K+.
Generate passive revenue streams that build wealth while reducing your workload.
Become the accounting firm that can solve everything, keeping clients forever while earning revenue share.