Service Bureau Training (No Software)

4 Weeks to Get Your Tax Business All the Way Together.

Whether you’re a first-year Service Bureau or just tired of figuring it out alone, this 4-week group mentorship is your plug into clarity, confidence, and coin-making systems. Inside the Service Bureau Training, you’ll join a powerful circle of entrepreneurs learning how to run their tax businesses like CEOs—not side hustlers.

What You’ll Get:

• ✅ 4 Weekly Live Zoom Sessions covering real-world Service Bureau essentials like:

  • Pricing & Profitability

  • Back Office Systems

  • Client Intake & Onboarding

  • Compliance & Efficiency

• ✅ Access to select plug-and-play templates

• ✅ Weekly assignments & checklists to stay on track

• ✅ Private group chat for Q&A and community

• ✅ Replays if you miss a call

This isn’t just another webinar. This is real game, real strategy, and a real chance to stop winging it and start winning in your business.

Limited spots available per round. First cohort starts May 7, 2025! Early Bird Pricing Ends April 15, 2025