Arrowroot Family office & DKS Tax and Consulting Partnership
Arrowroot Family Office and DKS Tax and Consulting have announced a strategic partnership that will allow DKS Tax & Consulting clients access to holistic wealth management and family office services through Arrowroot’s AFO Wealth Management Forward Program. “Our program was built for forward-thinking accounting professionals, and we saw a great opportunity to partner with “The Blockchain Accountant” David Spencer and his team to continue our efforts of innovation in the space.” – Rory Henry
About AFO Wealth Management Forward
The AFO Wealth Management Forward program provides accountants online and one on one guidance and tools to grow and diversify their revenue streams, expand and deepen client relationships and maintain their relevance in a tech-savvy world without dramatically increasing their workload or expenses. The program helps accountants create actionable plans to enhance the way they do business and allows them to offer clients access to family office services. “We saw a void in the marketplace and an opportunity for accounting firms to serve their clients better,” said CEO Rob Santos, ‘The family office model and holistic financial planning can now be attained by not only the traditional investor but those investing in cryptocurrencies.”
About DKS Tax & Consulting
DKS CPA was born out of a desire to provide the most sophisticated services to small business owners available at reasonable prices. Our team of professionals stand ready to provide you with the knowledge and actionable strategies to help your business grow and thrive. We are business owners and understand the work life balance. We know what it is like to burn the midnight oil. We hope to help increase your efficiency by aiding in bookkeeping, tax preparation and planning, as well as personal financial planning.
David Quote “We are excited to work in tandem with Arrowroot Family Office to offer existing and prospective clientele __________This relationship will allow us to provide our clients with (example: more comprehensive financial solution)
About Arrowroot Family Office
Arrowroot Family office is a registered investment advisor*. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and collaboration, the principals and staff of Arrowroot Family Office provide a high level of service, transparency, and value to its clients. For more information, please visit www.arrowrootfamilyoffice.com.