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Service Bureau Accelerator Team
Welcome to the Service Bureau Accelerator Podcast where we EXPOSE the secret business in the tax industry that no one wants to tell you about!!! We're bringing you the best in the tax industry, breaking the standard, and sharing revolutionary strategies — to help you start, manage, and grow your service bureau. Get proven strategies from marketing to sales; how to separate yourself from the competition all the way to building a 7 figure service bureau. So if you're ready to scale your business, whether you're just starting out or have an existing service bureau, then tune in to the Service Bureau Accelerator Podcast and let us help you elevate your business to the next level.
Total 22 episodes
1
Live Software & Service Bureau Fee Breakdown

Live Software & Service Bureau Fee Breakdown

In this episode of The Service Bureau Accelerator Podcast, we dive deep into the world of software and service bureau fees. We break down real-life examples and show you how to uncover hidden revenue in your tax business. Whether you're a seasoned service bureau or just starting out, understanding these numbers can significantly boost your bottom line. Tune in to discover how you can maximize your profits and make informed decisions about your tax software and service bureau partnerships. Listen now to transform your business!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
20:2720/11/2024
Everyone Wants To Be A Service Bureau...Sorry

Everyone Wants To Be A Service Bureau...Sorry

In this episode of The Service Bureau Accelerator Podcast, we dive into why "Everyone Wants to Be a Service Bureau...Sorry." We explore the growing interest in becoming a service bureau and discuss the misconceptions and realities of this business model. We break down what it truly means to be a service bureau, the importance of understanding your software deal, and the difference between co-branding and reselling. Tune in to learn if becoming a service bureau is the right path for you and how to navigate the industry effectively.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
22:1413/11/2024
Are You Ready To Become A Service Bureau

Are You Ready To Become A Service Bureau

In this episode, we dive into a crucial question for many: Are you ready to become a Service Bureau? We break down the essential requirements, tackle common misconceptions, and discuss the mindset needed to succeed. Whether you're thinking about transitioning from tax prep or are curious about the Service Bureau model, this episode is packed with valuable insights to help you make the right decision. Tune in to determine if this path is right for you.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
31:5727/09/2024
Service Bureau Accelerator Convention Recap 2024

Service Bureau Accelerator Convention Recap 2024

In this episode of The Service Bureau Accelerator Podcast, we dive deep into our recent Service Bureau Accelerator Convention. From overcoming a hurricane reschedule to hosting a successful event filled with networking, workshops, and an emotional awards ceremony, we cover it all. Hear firsthand accounts from top producers, learn actionable strategies for client retention and team building, and get inspired by the passion and dedication of our members. Tune in for valuable insights and behind-the-scenes stories!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
29:2020/09/2024
How To Launch Your Service Bureau in 7 Days

How To Launch Your Service Bureau in 7 Days

In this episode of The Service Bureau Accelerator Podcast, learn how to launch your service bureau in 7 days. We break down each day’s tasks, from goal-setting and creating offers to marketing, sales, onboarding, and retention. Whether you're new or seasoned, this guide will help streamline your process and boost your success. Tune in for actionable steps and expert advice.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
35:2008/06/2024
Service Bureau Accelerator - What's New in 2024

Service Bureau Accelerator - What's New in 2024

Join us in the latest episode of the Service Bureau Accelerator Podcast as we dive into what's new for 2024. Discover the enhancements in support, client success strategies, and the exciting developments we’ve implemented to make your season more successful. If you're seeking guidance and top-notch strategies to elevate your service bureau this year, this episode is packed with invaluable insights. Don’t miss out – tune in now to empower your growth in 2024!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
37:1901/05/2024
What NOT To Do As A Service Bureau

What NOT To Do As A Service Bureau

In this episode of Service Bureau Accelerator, we delve into the common mistakes that service bureaus should avoid at all costs. Join us as we explore the "what not to do" aspects of running a service bureau, from poor customer service to ineffective marketing strategies. With valuable insights and practical tips, this episode is a must-listen for service bureau owners and operators who want to thrive in a competitive market. Tune in and learn from the experiences of others to ensure your service bureau's success. If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
34:4318/03/2024
Mastering the Sales Process

Mastering the Sales Process

In this episode of The Service Bureau Accelerator Podcast, we dive into the topic of Mastering the Sales Process. We discuss the importance of asking good questions during the discovery phase, uncovering pain points, and understanding the needs of your prospects. We also emphasize the value of scripting your sales conversations and creating a repeatable process. By approaching sales from a service-centered and solution-oriented mindset, you can build trust with your prospects and help them make the right decision for their business. Tune in to learn more about how to master the sales process and drive success in your service bureau. If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
33:2811/03/2024
Selling Your Software Low Ticket vs High Ticket | Service Bureau Accelerator Podcast E14

Selling Your Software Low Ticket vs High Ticket | Service Bureau Accelerator Podcast E14

In this episode of the Service Bureau Accelerator Podcast, we dive into the world of software sales and explore the pros and cons of selling low tickets versus high tickets. As service bureau owners, we understand the importance of finding the right pricing strategy for your software. Join us as we discuss the benefits and challenges of each approach and provide valuable insights to help you make informed decisions for your business. Whether you're a seasoned entrepreneur or just starting out, this episode is packed with actionable advice to help you maximize your software sales. Tune in now and take your service bureau to new heights!
34:3604/03/2024
Supporting Your EROs as a Service Bureau

Supporting Your EROs as a Service Bureau

Ever wonder how we went from tax pros to launching a service bureau? In this episode of the Service Bureau Accelerator podcast, we share our journey from preparing returns to building a community that helps tax pros start and grow their own service bureaus. You'll hear how we leveraged industry connections and tax software insider knowledge to create a comprehensive program that guides you through the process. Whether you're an aspiring or current service bureau owner, you'll enjoy learning how our accelerator was born out of a desire to empower more small business success stories.Tune in to learn how you, too, can leverage our proven business model. Don’t miss this captivating tale!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
36:0631/01/2024
Why People Hate on Service Bureau Accelerator

Why People Hate on Service Bureau Accelerator

In this episode of The Service Bureau Accelerator podcast, hosts Baldeep, Ross, and Tia dive into the reasons why some people aren't fans of their platform. As they expose the secrets of the service bureau industry and share their experiences, you'll learn about the disruptive force that SBA has become. From pulling back the curtain on hidden fees to empowering customers with knowledge, tune in to find out why Service Bureau Accelerator is shaking up the industry and why some people just can't stand it. Don't miss this engaging conversation – listen now!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/
38:4924/01/2024
How Service Bureau Accelerator Got Started | Service Bureau Accelerator Podcast E11

How Service Bureau Accelerator Got Started | Service Bureau Accelerator Podcast E11

Have you ever wondered how Service Bureau Accelerator, one of the fastest-growing service bureaus, actually got its start? In this origin story episode, hosts Baldeep and Ross take us through their entrepreneurial journeys and how they leveraged their knowledge and experience to identify major gaps and opportunities in the tax industry. Listen in to learn how they built one of the most successful service bureau coaching programs from imperfect beginnings and constant improvement. Whether you want to start your own service bureau or take your existing one to the next level, this episode provides tremendous value and transparency. Tune in now to learn how Service Bureau Accelerator got started!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
38:0622/11/2023
Why a Service Bureau is The Best Business in the Tax Industry?  | Service Bureau Accelerator Podcast E10

Why a Service Bureau is The Best Business in the Tax Industry? | Service Bureau Accelerator Podcast E10

On the Service Bureau Accelerator Podcast, Baldeep, Ross, and Tia explain why starting a service bureau offers the greatest opportunity in the tax industry, with built-in continuity, recurring revenue, low overhead, and minimal risk. Learn why they believe this business model rises above the rest, including tax prep, resolution, bookkeeping, and planning. Discover the many flexible strategies to grow your own profitable service bureau. Tune in to learn more!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
24:5623/10/2023
Best Strategies to GROW Your Service Bureau  | Service Bureau Accelerator Podcast E9

Best Strategies to GROW Your Service Bureau | Service Bureau Accelerator Podcast E9

Looking to grow your service bureau business? Tune into this episode of the Service Bureau Accelerator Podcast as hosts Baldeep, Ross, and Tia, the Tax Goddess, dive into their best strategies for scaling up your tax prep service. You'll learn key steps like setting clear revenue goals, having a consistent sales process, getting comfortable talking to potential customers, and taking massive action daily. Whether you're just starting out or looking to get to the next level, this episode is full of practical tips and advice you can start applying today. Don’t miss out!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
32:2816/10/2023
Why You DO NOT NEED Multiple Softwares as a Service Bureau? | Service Bureau Accelerator Podcast E8

Why You DO NOT NEED Multiple Softwares as a Service Bureau? | Service Bureau Accelerator Podcast E8

On the Service Bureau Accelerator Podcast, Baldeep and Ross explain why having just 1-2 tax softwares, not many, is the key to service bureau success. More options only create sales struggles, inefficient operations, and scaling challenges. Focus and simplicity is how the largest service bureaus historically crushed it. Tune in to hear why you do NOT need multiple softwares as a service bureau.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
20:3809/10/2023
SBA 2023 Convention Recap | Service Bureau Accelerator Podcast E7

SBA 2023 Convention Recap | Service Bureau Accelerator Podcast E7

The Service Bureau Accelerator podcast hosts recap their epic first-ever convention! Learn the lessons and highlights as Baldeep, Uncle Ross, and the Tax Goddess, Tia give you an inside look at this game-changing event for service bureau owners. From making sales in the room to hearing from top producers in the community, get the download on the energy, motivation, and profits generated.If you missed out this year, you won't want to make the same mistake in 2023! Tune in to get the SBA's first convention recap and start planning for the next one.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
30:3302/10/2023
Why would someone sign up with your Service Bureau? | Service Bureau Accelerator Podcast E6

Why would someone sign up with your Service Bureau? | Service Bureau Accelerator Podcast E6

Tired of the same old "software and tech support" package from your tax prep service bureau? Tune in as Ross, Tia, and Baldeep spill industry secrets on the Service Bureau Accelerator podcast, revealing unconventional strategies to attract more clients through extra value like exclusive training, community access, and proven client-getting templates. Don't miss this one!If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
31:3525/09/2023
The Difference Between Your Tax Office and Service Bureau | Service Bureau Accelerator Podcast E5

The Difference Between Your Tax Office and Service Bureau | Service Bureau Accelerator Podcast E5

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.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
27:0518/09/2023
How Much Does It Cost To Be A Service Bureau? | Service Bureau Accelerator Podcast E4

How Much Does It Cost To Be A Service Bureau? | Service Bureau Accelerator Podcast E4

How much does it really cost to run a successful tax service bureau? On this Service Bureau Accelerator Podcast episode, hosts Baldeep, Tia, and Ross break down the true expenses, hidden fees, and opportunities most service bureaus are missing. They reveal the earning potential of the revenue model, how to negotiate the best deals, and the one thing that could save you $20k without changing a thing. Tune in to uncover the financial realities of the tax service bureau business.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
27:5911/09/2023
What is the Service Bureau Accelerator? | Service Bureau Accelerator Podcast E3

What is the Service Bureau Accelerator? | Service Bureau Accelerator Podcast E3

Get ready for another episode of the Service Bureau Accelerator Podcast with SBA team Baldeep, Tia, and Ross!This week, we explore the essential elements that can take your service bureau to higher levels. From cultivating a winning mindset and mastering the art of value creation to implementing effective marketing strategies—let’s define what is the Service Bureau Accelerator so you can gain invaluable insights to set your business apart from the competition.Don't miss this incredible opportunity to supercharge your service bureau today.If you enjoyed today's episode, subscribe to the Service Bureau Accelerator team on YouTube https://www.youtube.com/@servicebureauaccelerator or follow us on Facebook https://www.facebook.com/servicebureauaccelerator/ 
40:1404/09/2023
Getting the Best Service Bureau Deal & Why Not to Go Direct | Service Bureau Accelerator Podcast E2

Getting the Best Service Bureau Deal & Why Not to Go Direct | Service Bureau Accelerator Podcast E2

Welcome to The Service Bureau Accelerator Podcast with Baldeep, Ross—and the tax goddess, Tia! In this episode, the SBA team sheds light on the pitfalls of pursuing direct deals with tax software companies. Learn about getting the best service bureau deal and why you should not go direct with software companies when making deals.While it may seem like a logical choice, the SBA team emphasizes that it often results in a lack of necessary support for your business growth.So tune in on this week’s episode and embark on a transformative journey to propel your business to greater heights.If you enjoyed today's episode, then follow the Service Bureau Accelerator team on YouTube: https://www.youtube.com/@servicebureauaccelerator or check us out on Facebook: https:/www/facebook.com/ServiceBureauAccelerator 
32:2828/08/2023
What is a Service Bureau? | Service Bureau Accelerator Podcast E1

What is a Service Bureau? | Service Bureau Accelerator Podcast E1

Join the SBA team: tax goddess Tia, Ross, and Baldeep on the Service Bureau Accelerator Podcast as they pull back the curtain on the world of service bureaus. In this very first episode, the team defines what a service bureau really is - and what it’s not. Learn how to spot a “fake” service bureau deal, discover key revenue models used by successful service bureaus, and start providing real value and transparency — building loyalty with your customers.Tune in right now and level up your service bureau knowledge!
34:0614/08/2023