Nancy J. Williamson, CPA

Owner, Williamson Advisors PC


"I feel like I'm providing the best of the best to my clients... and that is what I'm so excited about."


Robert Williams, CPA

President, Williams Virtual Family Office


"I increased my income substantially....and I've been able to cut my time back working with clients."


Anthony Bird, CPA

Managing Partner, Cornerstone Wealth Strategies


"Yours is a beautiful organization, made up of beautiful individuals! Bravo!”


Tim Voorhees

Principal Partner, Million Voorhees Ziebold LLP dba Family Office Law


"Alex knows how to help CPAs collaborate with leading specialists and tax attorneys."


John C. Capps, VFO, CPA PC


"I've been able to get paid (handsomely) for work I was previously unable to charge for." 


Matt Fargo, CPA

Partner, Kurz Fargo LLP


"This is exactly what we were looking for...for our high-end clients which we serve."


Sherry Tolbert, CPA

President, Tolbert Virtual Family Office 


"It's a great privilege to be able to present highly vetted solutions to solve our clients' problems and help them come out ahead." 


John Matthews, CPA

President, Matthews Virtual Family Office 


"Alex, I have been watching the training videos. They are fantastic!"