$999.00 USD

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Service Bureau Fundamentals

Thanks for your interest in our Essentials Of Running A Service Bureau Coaching Sessions!
 
In these sessions, you will learn what it means to be a service bureau, how to properly structure your service bureau and how to track your progress. 
 
You will understand how to read reports, setup tax software users, bank product setup, checklists, and market your business and choose a niche market.
 
Here is the training session agenda:

  • Essentials Of Running A Service Bureau: Tax Software Reseller Explained
  • Roles and Responsibilities
  • Accessing Your Business and Growth Mindset
  • Product/Customer Development: How To Create A Customer Onboarding Process
  • Software Sales Skills Strategies
  • How To Find Customers That Will Fuel Your Business Growth
  • -Getting Your Messaging Right - What is your USP
  • -Accelerate Organic Growth: Craft Your Story
  • Productivity and Time Management  

 To Your Success!