Designed for those looking to establish a successful Service Bureau business and scale beyond 100 partners. This package provides advanced training on branding, recruitment, and high-level business strategies for building a thriving service bureau operation. This package provides in-depth training, marketing support, and business education to help them launch and grow their tax firm successfully.
Co-Branding Software
The Blueprint to BBA
Professional Tax Software
Software Training
Custom Business Name
Tech Support
Team Building
Team Support
IRS Registration
Offer Tax Loans
Client Forms
Recruiting Training
Full ERO Support Team
Bank Registration
Tax Law Updates
Experienced Business Coach
Unlimited Partners
Business Payroll Setup
Tax Returns Review Before IRS Submission
The Blueprint to Building a Tax Company
Weekly Check-Ins
CRM Automations and Workflow
Develop High Performing Website
Purchase your preferred package
Review and sign your agreement
Schedule your onboarding meeting
Attend business mastery training
Open your tax business
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