Smart Alliance 2.0 FAQ

What is a VFO?

Definition
A VFO is a coordinated team of external specialists—such as financial advisors, tax experts, estate planners, investment managers, and concierge service providers—who collaborate virtually to provide holistic financial, retirement, senior services and wealth management tailored to partner with the specific needs of CPA, Enrolled Agents and Bookkeeprs. By outsourcing non-core functions and utilizing secure technology platforms, VFOs eliminate the need for a physical office, reducing overhead costs while maintaining high-quality service.

How can you offer this service Free to Accounting and Tax Professionals?

The answer is rather simple. After an exhaustive review of our marketing efforts we found that it is a much more efficient method to grow our business offering the SMART ALLIANCE program compared to traditional advertiing.

We have spent years searching for the best advisors across multiple disciplines. We have collectively over 200 years of financial services experience. We list our partners on partners on our list and please review the ABOUT US page to read the bios on our founder and senior partners.

We also expect and encourage you to set up a ZOOM with our team so we can answer any questions you might have but to also get to know us and vet us. Your clients are important to you and you have spent time building your brand. We expect you to perform due diligence and we encourage it,

How do I know you have the experience to help my clients?

About Us