What Does A Virtual Family Office Have To Do With My Accounting Practice?

Unlock the secrets to transforming your accounting practice with our exclusive webinar featuring industry leaders Anton J. Anderson and Lee Reams II.

Take the Free Webinar

Why Take This Webinar?

🎤 Meet the Experts

🌟 Anton J. Anderson

As CEO of Elite Resource Team, Anton guides Financial Advisors to master an efficient system, collaborating with CPAs for meaningful differentiation. A passionate entrepreneur, speaker, and devoted family man, Anton brings a 10X approach to elevate your potential.

🌟 Lee Reams II

Founder & CEO of CountingWorks PRO, Lee is a dynamic force in product development and marketing. Known for crafting top-tier solutions, Lee shares his expertise with tax and accounting professionals worldwide. A tech-savvy adventurer, Lee ensures prompt client responses while cherishing moments with his family.

📚 Webinar Highlights

Dive into the future of tax and accounting services with insights from Anton and Lee:

1. Holistic Client Engagement:

Explore strategies for providing comprehensive and proactive services, going beyond traditional offerings.

2. Expert Solutions Implementation:   

Gain practical insights into implementing tailored solutions for precise and efficient problem-solving.

3. Virtual Family Office Customization:   

Discover the flexibility of tailoring your Virtual Family Office online, supporting your Proactive Planning Team.

4. Accredited Global Expertise:   

Explore key areas covered by our Virtual Family Office, featuring global experts in tax planning, risk mitigation, wealth planning, legal services, and business advisory.

🌐 Why Watch Our Webinar?

Expert Guidance: Anton Anderson and Lee Reams II, industry leaders, guide you through family office service integration, positioning you as a leader in the evolving landscape.

🚀 Don't Miss Out!

Transform your practice, elevate your services, and stay ahead in the dynamic world of tax and accounting. Watch the on-demand webinar now to seize this opportunity! 🌟

Sign Up for the Free Webinar

Rank in the AI Age with CountingWorks PRO

Talk to a human
Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

Thank you! This is so helpful.
Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.