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Alex Sonkin

Virtual Family Office
Founder, Virtual Family Office Hub & Advanced Tax Planning Instute
asonkin@vfohub.com
(858) 381-0795

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Alex Sonkin is the founder of the Virtual Family Office Hub, a revolutionary organization that helps elite CPAs to retain and attract high value clients, while evolving into Firms of the Future. The VFO Hub empowers elite CPA firms with the ability to offer a Virtual Family Office Experience Supercharged by Best-in-Class Resources that ultra-affluent clients want, need and don’t even know is available. Mr. Sonkin works closely with an exclusive group of elite CPAs from around the country, and teaches them how to use this exclusive network of Best-in-Class Resources whose job is to make each CPA look amazing in the eyes of their clients.

Mr. Sonkin created the VFO Hub in order to provide the elite CPA community with world class education, an organized network of carefully vetted, trusted resources that empower CPAs how to deliver uniquely impactful value, while generating 5+ figure engagements with their affluent tax clients.

Mr. Sonkin has been quoted in a number of articles regarding the evolution of the CPA profession published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.

About Us: Are you uniquely attractive to affluent business owners who represent your Perfect Clients? Do you want to better monetize your most important client relationships by delivering much more value, while creating more time for what is most important to you? Do you want to give your best clients such an amazing experience, that they begin to brag about you at the best country clubs in town (ideal organic growth)? Do you want to dramatically reduce your client retention risk, while attracting the best clients looking to upgrade their CPA and leave your competitors? Do you want to expand your brain-trust to include this country’s leading experts in various areas of the ever expanding tax code, so that you can present the very best answers to your biggest clients’ most challenging problems?

Archived Webinars Offered

DELIVER A VIRTUAL FAMILY OFFICE EXPERIENCE FOR 5 FIGURE TAX PLANNING ENGAGEMENTS

Date RecordedAugust 3, 2018  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DELIVER A VIRTUAL FAMILY OFFICE EXPERIENCE TO RETAIN & ATTRACT 7 FIGURE CLIENTS

Date RecordedJanuary 29, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

DELIVERING A REVOLUTIONARY CPA EXPERIENCE TO AFFLUENT BUSINESS OWNERS

Date RecordedAugust 25, 2016  CostFREE  Course Length1.5 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THRIVE AS A CPA FIRM OF THE FUTURE

Date RecordedApril 28, 2016  CostFREE  Course Length1.5 hours  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

OPERATE AS THE CPA FIRM OF THE FUTURE

Date RecordedAugust 3, 2015  CostFREE  Course Length1.5 hours  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other