📚Introduction
Section 1: 📚Service Bureau Onboarding
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🌐 Estelle Financial ERO Tax Academy Website Overview
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🎓Getting Started as a Service Bureau (Before Your Website Is Ready!
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📣 One-on-One Questionnaire for Service Bureau Partners
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🌟Welcome message Service Bureaus: Welcome to the 2025 Tax Season for Service Bureaus that join your Team
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🌟🌟Welcome message for ERO partners: Welcome for Tax Pros Only 2025 Tax Season for Tax Pros that join your Team
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Recording - 5/21/25
Section 2:✨ Understanding Software Fees and Contracts
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🎯 Service Bureau Gameplan: Build Your Tax Empire!
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📆 Build Your 3–5 Year Gameplan
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📊 Understanding Tax Return Fees: Why It’s Important for Your Business 💼
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📌Knowing how each fee works
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📌 Software Service Bureau Fee (Also called SB Fee)
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📌Transmitter Software Fee
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📌Doc Prep Software Fee
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📌E-File Software Fee
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📌Tax Preparation Fee
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📌Audit Protection Fee
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📌 Key Points to Remember
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📌How to Customize Your Service Bureau Partner Contract (CONTRACT ARE IN THIS SECTION STROLL DOWN)
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📌 Important Reminder for Service Bureaus (Contract)
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Recording - 5/20/2025
Section 3:📚Foundation is Key to Success!
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🏗️ Service Bureau Business Setup Guide
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🎯 Service Bureau Branding & Online Presence Guide
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📄 The Importance of a Service Bureau Partner Agreement
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📈 Customizable Tier Package Structure for Long-Term Growth
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💰 Lesson: Structuring and Presenting Your Tax Business Package Pricing
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💼 Service Bureau Startup Budget
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🧾 EFIN 101: Everything You Need to Know
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📈 SMART Goals for Service Bureaus: Achieving Growth & Success
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📌 How & When to Hire for Your Service Bureau & Tax Business
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✅ How to Prepare Your Service Bureau Partners for Tax Season
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💰 How to Teach Your Partners to Hit Their Income Goals in 105 Days
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✅ How to Help Your Partners Create Custom SOPs (Standard Operating Procedures)
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📈 How Business Automation Can Help Service Bureaus Grow Fast
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💼 How to Use Fiverr to Brand Your “How to Start a Tax Business” eBook
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💬 Create Your Telegram Group for Your Team
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Recording - 5/20/2025
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Recording - 5/20/2025 - CRM - Lead Pro Giants
Section 4:🏗️Service Bureau Marketing, Marketing Presentation, and Business Marketing Audit
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📋 Business Marketing Audit Form for Service Bureaus
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📢 Why Every Service Bureau Needs a Professional Website & Landing Page
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🧩 Custom Flyer Packages for Your Business
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📈Streamlined Partner Sign-Up Process
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📣 Maximize Growth Through Consistent Social Media Marketing
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📢Marketing presentation
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1-10 Presentation 📊
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Recording - 5/21/2025
Section 5:📚Service Bureau Recruiting and Sales Training
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🧩 The PS3 System: A Simple and Proven Method to Recruit New Partner
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📈 The 7-Step Success System
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💼 How to Recruit Tax Professionals at All Levels & Understand the Partner Growth Process
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📈 How to Retain Partners Long-Term: Build Loyalty Through Leadership
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🧩 How to Effectively Explain the Business & Recruit Partners
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✅ Essential Questions to Ask When Recruiting Tax Professionals or Service Bureau Partners
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📍 Top 10 Places to Recruit Tax Professionals & Service Bureau Partners
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✅ How to Build a Team of Tax Preparers Under Your EFIN
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🔥 Top 10 Questions a Service Bureau Should Ask When Recruiting Another Service Bureau
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🔥 Top 10 Questions a Service Bureau Should Ask When Recruiting a Tax Professional Online 💼
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Recording - 5/21/2025
Section 6: 📚 How to Hire and Train a Virtual Assistant for Your Service Bureau
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🛠️ Why You Need a Virtual Assistant (VA):
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🚀 Top 3 Virtual Assistant Positions for a Successful Service Bureau
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🧩 Step-by-Step Process to Hire a Virtual Assistant:
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✍🏽 Sample Responsibilities by Role:
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🎯 Benefits of Hiring a VA
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🛑 Important Reminders and Tips
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🛠️ How to Create an Account and Find a Virtual Assistant (VA)
Section 7:📚How to Find Your Avatar Partner
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🎯 What is an Avatar Client – And Why Does It Matter?
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🔍 Why Do You Need a Client Avatar?
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🎯 Who Is Your Avatar Client?
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🔑 Why You Should Pick 3 People You Admire
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🎯 How to Attract Your Avatar Client
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✨ Utilize “Ask AI” to Create Powerful Social Media Content
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🎥 Go Live on Topics That Attract Your Ideal Clients
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📣 How to Attract Your Avatar Client on Social Media
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Recording - 5/21/2025
Section 8:📚 How to Do S-Corp Taxes for Service Bureaus
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🛠️ Step 1: How to Get the Tax Software
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🧠 Why Filing S-Corp Taxes Is a Smart Business Move
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🧩 Step-by-Step Process to File S-Corp Taxes Using TaxSlayer Software
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🧩 Step-by-Step Process to File Partnership Taxes
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🎓 Where to Get Further Education
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✨ Key Benefits of Offering S-Corp and Partnership Tax Services
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💬 Need Help Setting Up?
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📈 Earnings Example:
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📋 Important S-Corp and Partnership Tax Forms and Definitions
Section 9:📢 Public Relations (PR) Training for Service Bureaus
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📢 Public Relations (PR) Training for Service Bureaus
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🎯 What You Will Learn
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📸 Building Your Public Image (Brand Presentation)
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📱 Social Media Audit Checklist
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🛠️ Tools You Need to Build Your Public Image
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🧑💻 Hiring Your PR Support Team (Virtual Assistants)
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Key Reminders for PR Success
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🚀 Quick Action Plan
Section 10:🤝 Conflict Resolution and Effective Communication for Service Bureaus
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🌟 Why Handling Conflict Well is Important
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🛠️ General Steps to Handle Conflict
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🔥 How to Handle Specific Tough Situations
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🌟 When Someone Tries to Cancel an Agreement
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🌟 When Someone Gets Upset or Emotional
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🌟 When a Team Member Tries to Recruit Your Team Without Your Knowledge
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🌟 When People Say Mean Things About You
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🛠️ How to Communicate Effectively With Tax Partners
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🗣️ Effective Communication with Your Team
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🔥 Common Conflict Situations and How to Handle Them
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🌟 Team Member Gossip
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🌟 Negative Comments in Your Tax Community
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🌟 When a Team Member is Recruited by Another Service Bureau
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🌟 Managing Anxiety as a Business Owner
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🌟 Managing Your Feelings When Business is Slow
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🛠️ Key Skills for Conflict Resolution
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
