NON-PARTNER
SERVICE BUREAU MENTORSHIP
Our Non-Partner Service Bureau Mentorship Program is designed to give you the tools, strategies, and expert guidance you need to build a thriving, independent tax business. From branding and team building to ERO onboarding, pricing strategies, and IRS compliance, we cover it all. Get the mentorship you need to confidently run your own service bureau and create a scalable income stream, your way.
IN THIS PROGRAM, YOU WILL LEARN HOW TO:
ASSISTANCE WITH Service Bureau BUILDOUT
ASSISTANCE WITH TAX PROFESSIONAL Website
Professional Service Bureau Funnel Page
ASSISTANCE WITH Professional Business Presentations
Business Automation Tools
FREE ACCESS TO OUR ELITE TAX
PROFESSIONAL COMMUNITY
FREE ACCESS TO OUR ELITE sERVICE
BUREAU COMMUNITY
aCCESS TO OUR ELITE INNER CIRCLE PROGRAM
"How to Start a Tax Business" E-Book
aSSISTANCE WITH WEBSITE BUILD OUT
ASSISTANCE WITH FUNNEL BUILD OUT
ASSISTANCE WITH FACEBOOK ADS
ASSISTANCE WITH BUSINESS AUTOMATION
Social Media Management Support, including social media ads
ASSISTANCE Linktree design
Program Build-Out Assistance
Service Bureau Contracts
Training on how to host successful live events
Guidance on conducting live webinars
Strategies for building a strong online presence
Tips on how to build a community
Techniques for recruiting team members
Insights on creating a strong brand
Advice on establishing a support system
Payroll services
HOW TO GET STARTED?
STEP 1 :
Purchase your Service Bureau Mentorship Program. Secure your spot for joining our service bureau program for non-partners
STEP 2 :
Fill out the Business Review Questionnaire : Provide essential details about your business to tailor the coaching session to your needs.
STEP 3 :
After you have submitted the Questionnaire, you will receive a scheduling link to schedule your One-on-One Coaching session.
STEP 4 :
Prepare for the coaching session at your scheduled time : Gather any relevant documents or questions to maximize your coaching session.
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