Due Diligence Project
Director of Leadership Training
[email protected]
(619) 818-6624
About Us: The Due Diligence Project enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.
Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.
They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.