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SERVICE BUREAU ELITE MASTERY COURSE
From startup to scale: Tax optimization at every stage
Course content
15 sections | 127 lessons
Expand all sections
📚Introduction
2 Lessons
📚Service Bureau Onboarding
6 Lessons
✨ Understanding Software Fees and Contracts
13 Lessons
📚Foundation is Key to Success!
15 Lessons
🏗️Service Bureau Marketing, Marketing Presentation, and Business Marketing Audit
7 Lessons
📚Service Bureau Recruiting and Sales Training
10 Lessons
📚 How to Hire and Train a Virtual Assistant for Your Service Bureau
7 Lessons
📚How to Find Your Avatar Partner
8 Lessons
📚 How to Do S-Corp Taxes for Service Bureaus
9 Lessons
📢 Public Relations (PR) Training for Service Bureaus
8 Lessons
🤝 Conflict Resolution and Effective Communication for Service Bureaus
16 Lessons
🏛️ How to Create a Tax Community for Tax Professionals
5 Lessons
💵 Financial Planning for Service Bureaus After $100K, $200K, and $500K+ in Revenue
10 Lessons
💸 Building Wealth Beyond Your Service Bureau: Roth IRA, Brokerage Accounts, Wills, Trusts, and Life Insurance
8 Lessons
How to add new partners in the software -Training Videos
3 Lessons
$999
one-time purchase
Flexible payment options available at checkout
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