Tired of dealing with clients and tax returns? Learn how to make the successful switch to recurring service bureau revenue. In this episode of the Service Bureau Accelerator podcast, Baldeep, Ross and Tia unpack the mindset shift required to dominate the service bureau industry.
They reveal how to detach from tax software details and focus purely on acquiring new customers. Discover the key differences between a tax office and service bureau business models. Gain strategies for long-term retention through value-added service tiers and a clear path to empower your EROs.
Stop being held back by outdated processes. Taking the first step is separating your tax preparation habits from your service bureau sales approach - tune in to learn how with industry insiders who have profitably made the change.
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