A Sneak Peek at the Curriculum
📚Introduction
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days
after you enroll
Section 1: 📚Service Bureau Onboarding
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after you enroll
- 🌐 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
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days
days
after you enroll
- 🎯 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!
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days
days
after you enroll
- 🏗️ Service Bureau Business Setup Guide
- 🎯 Service Bureau Branding & Online Presence Guide
- 📄 The Importance of a Service Bureau Partner Agreement
- 📈 Customizable Tier Package Structure for Long-Term Growth
- 💰 Lesson: Structuring and Presenting Your Tax Business Package Pricing
- 💼 Service Bureau Startup Budget
- 🧾 EFIN 101: Everything You Need to Know
- 📈 SMART Goals for Service Bureaus: Achieving Growth & Success
- 📌 How & When to Hire for Your Service Bureau & Tax Business
- ✅ How to Prepare Your Service Bureau Partners for Tax Season
- 💰 How to Teach Your Partners to Hit Their Income Goals in 105 Days
- ✅ How to Help Your Partners Create Custom SOPs (Standard Operating Procedures)
- 📈 How Business Automation Can Help Service Bureaus Grow Fast
- 💼 How to Use Fiverr to Brand Your “How to Start a Tax Business” eBook
- 💬 Create Your Telegram Group for Your Team
- Recording - 5/20/2025
- Recording - 5/20/2025 - CRM - Lead Pro Giants
Section 4:🏗️Service Bureau Marketing, Marketing Presentation, and Business Marketing Audit
Available in
days
days
after you enroll
- 📋 Business Marketing Audit Form for Service Bureaus
- 📢 Why Every Service Bureau Needs a Professional Website & Landing Page
- 🧩 Custom Flyer Packages for Your Business
- 📈Streamlined Partner Sign-Up Process
- 📣 Maximize Growth Through Consistent Social Media Marketing
- 📢Marketing presentation
- 1-10 Presentation 📊
- Recording - 5/21/2025
Section 5:📚Service Bureau Recruiting and Sales Training
Available in
days
days
after you enroll
- 🧩 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
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days
days
after you enroll
- 🛠️ Why You Need a Virtual Assistant (VA):
- 🚀 Top 3 Virtual Assistant Positions for a Successful Service Bureau
- 🧩 Step-by-Step Process to Hire a Virtual Assistant:
- ✍🏽 Sample Responsibilities by Role:
- 🎯 Benefits of Hiring a VA
- 🛑 Important Reminders and Tips
- 🛠️ How to Create an Account and Find a Virtual Assistant (VA)
Section 7:📚How to Find Your Avatar Partner
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days
days
after you enroll
- 🎯 What is an Avatar Client – And Why Does It Matter?
- 🔍 Why Do You Need a Client Avatar?
- 🎯 Who Is Your Avatar Client?
- 🔑 Why You Should Pick 3 People You Admire
- 🎯 How to Attract Your Avatar Client
- ✨ Utilize “Ask AI” to Create Powerful Social Media Content
- 🎥 Go Live on Topics That Attract Your Ideal Clients
- 📣 How to Attract Your Avatar Client on Social Media
- Recording - 5/21/2025
Section 8:📚 How to Do S-Corp Taxes for Service Bureaus
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days
days
after you enroll
- 🛠️ Step 1: How to Get the Tax Software
- 🧠 Why Filing S-Corp Taxes Is a Smart Business Move
- 🧩 Step-by-Step Process to File S-Corp Taxes Using TaxSlayer Software
- 🧩 Step-by-Step Process to File Partnership Taxes
- 🎓 Where to Get Further Education
- ✨ Key Benefits of Offering S-Corp and Partnership Tax Services
- 💬 Need Help Setting Up?
- 📈 Earnings Example:
- 📋 Important S-Corp and Partnership Tax Forms and Definitions
Section 9:📢 Public Relations (PR) Training for Service Bureaus
Available in
days
days
after you enroll
- 📢 Public Relations (PR) Training for Service Bureaus
- 🎯 What You Will Learn
- 📸 Building Your Public Image (Brand Presentation)
- 📱 Social Media Audit Checklist
- 🛠️ Tools You Need to Build Your Public Image
- 🧑💻 Hiring Your PR Support Team (Virtual Assistants)
- Key Reminders for PR Success
- 🚀 Quick Action Plan
Section 10:🤝 Conflict Resolution and Effective Communication for Service Bureaus
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days
days
after you enroll
- 🌟 Why Handling Conflict Well is Important
- 🛠️ General Steps to Handle Conflict
- 🔥 How to Handle Specific Tough Situations
- 🌟 When Someone Tries to Cancel an Agreement
- 🌟 When Someone Gets Upset or Emotional
- 🌟 When a Team Member Tries to Recruit Your Team Without Your Knowledge
- 🌟 When People Say Mean Things About You
- 🛠️ How to Communicate Effectively With Tax Partners
- 🗣️ Effective Communication with Your Team
- 🔥 Common Conflict Situations and How to Handle Them
- 🌟 Team Member Gossip
- 🌟 Negative Comments in Your Tax Community
- 🌟 When a Team Member is Recruited by Another Service Bureau
- 🌟 Managing Anxiety as a Business Owner
- 🌟 Managing Your Feelings When Business is Slow
- 🛠️ Key Skills for Conflict Resolution
Section 11:🏛️ How to Create a Tax Community for Tax Professionals
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days
days
after you enroll
Section 12:💵 Financial Planning for Service Bureaus After $100K, $200K, and $500K+ in Revenue
Available in
days
days
after you enroll
Section 13:💸 Building Wealth Beyond Your Service Bureau: Roth IRA, Brokerage Accounts, Wills, Trusts, and Life Insurance
Available in
days
days
after you enroll
Section 14: How to add new partners in the software -Training Videos
Available in
days
days
after you enroll
