Helping CPAs Supercharge Their Businesses

In an interview with Richard Muscio and Joe Vecchio, Alex Sonkin discusses what a Family Office is and how the Virtual Family Office empowers CPAs to become the most valuable asset to their clients. He also explains how a Virtual Family Office enables CPAs to bring an “All-Star” team to their clients allowing them to work with a select few high net worth clients. They also discuss how the nature of the CPA business is changing and becoming a one-stop resource for clients allows CPAs to have fewer clients but increase their income through a Virtual Family Office.