Partner with Blue Skye Financial – For Accountants, CPAs, EAs & Tax Professionals

You’re the Trusted Advisor. Let’s Expand What You Can Offer. Join our Virtual Family Office (VFO) model and become part of a coordinated team delivering holistic planning for your clients—without adding to your workload.

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Add Value. Deepen Relationships. Grow Your Practice.

Why Partner with Blue Skye Financial?

As an accountant or tax professional, you are the most trusted voice in your client’s financial life. Through the VFO model, you stay at the center—while giving clients access to vetted financial, legal, insurance, and estate experts working together to support their long-term goals.

Expand Client Value

  • Holistic financial planning support
  • Estate, retirement, and risk coordination
  • Tax-smart wealth & business strategy

Preserve Your Role

  • You remain the trusted advisor
  • Non-competitive partnership
  • White-labeled support if preferred

Monetize Your Influence

  • Revenue-share opportunities
  • Build AUM without becoming a planner
  • Enhance client retention and referrals

Who Thrives in the Blue Skye VFO Model?

  • CPAs and EA firms wanting to offer holistic planning
  • Tax professionals looking to deepen services
  • Accountants with entrepreneurial clients or business owners
  • Advisors who want to stay central but avoid product sales

More Than a Referral Program—It’s a Relationship

  • Transparent compensation and co-branded client service
  • Quarterly strategy sessions for your high-value clients
  • Flexible levels of involvement—from referral to integration
  • Proven process, training, and support from a seasoned team