🎓Getting Started as a Service Bureau (Before Your Website Is Ready!

Estelle Financial Service Bureau Tax Academy

📚Introduction

📚 Legal Disclaimer: Training Program Participation & Content Usage
📘 Welcome to Estelle Financial ERO Tax Academy – Let’s Launch Your Tax Business Successfully!

Section 1: 📚Service Bureau Onboarding

🌐 Estelle Financial ERO Tax Academy Website Overview
🎓Getting Started as a Service Bureau (Before Your Website Is Ready!
📣 One-on-One Questionnaire for Service Bureau Partners
🌟Welcome message Service Bureaus: Welcome to the 2025 Tax Season for Service Bureaus that join your Team
🌟🌟Welcome message for ERO partners: Welcome for Tax Pros Only 2025 Tax Season for Tax Pros that join your Team
Recording - 5/21/25

Section 2:✨ Understanding Software Fees and Contracts

🎯 Service Bureau Gameplan: Build Your Tax Empire!
📆 Build Your 3–5 Year Gameplan
📊 Understanding Tax Return Fees: Why It’s Important for Your Business 💼
📌Knowing how each fee works
📌 Software Service Bureau Fee (Also called SB Fee)
📌Transmitter Software Fee
📌Doc Prep Software Fee
📌E-File Software Fee
📌Tax Preparation Fee
📌Audit Protection Fee
📌 Key Points to Remember
📌How to Customize Your Service Bureau Partner Contract (CONTRACT ARE IN THIS SECTION STROLL DOWN)
📌 Important Reminder for Service Bureaus (Contract)
Recording - 5/20/2025

Section 3:📚Foundation is Key to Success!

Section 4:🏗️Service Bureau Marketing, Marketing Presentation, and Business Marketing Audit

Section 5:📚Service Bureau Recruiting and Sales Training

🧩 The PS3 System: A Simple and Proven Method to Recruit New Partner
📈 The 7-Step Success System
💼 How to Recruit Tax Professionals at All Levels & Understand the Partner Growth Process
📈 How to Retain Partners Long-Term: Build Loyalty Through Leadership
🧩 How to Effectively Explain the Business & Recruit Partners
✅ Essential Questions to Ask When Recruiting Tax Professionals or Service Bureau Partners
📍 Top 10 Places to Recruit Tax Professionals & Service Bureau Partners
✅ How to Build a Team of Tax Preparers Under Your EFIN
🔥 Top 10 Questions a Service Bureau Should Ask When Recruiting Another Service Bureau
🔥 Top 10 Questions a Service Bureau Should Ask When Recruiting a Tax Professional Online 💼
Recording - 5/21/2025

Section 6: 📚 How to Hire and Train a Virtual Assistant for Your Service Bureau

Section 7:📚How to Find Your Avatar Partner

Section 8:📚 How to Do S-Corp Taxes for Service Bureaus

Section 9:📢 Public Relations (PR) Training for Service Bureaus

Section 10:🤝 Conflict Resolution and Effective Communication for Service Bureaus

Section 11:🏛️ How to Create a Tax Community for Tax Professionals

Section 12:💵 Financial Planning for Service Bureaus After $100K, $200K, and $500K+ in Revenue

Section 13:💸 Building Wealth Beyond Your Service Bureau: Roth IRA, Brokerage Accounts, Wills, Trusts, and Life Insurance

Section 14: How to add new partners in the software -Training Videos

Lesson content locked

If you're already enrolled, you'll need to login.