Service Bureau Accelerator Podcast

From new to the tax industry to a seven-figure service bureau in just one year — meet Neona.
In this episode, Neona shares how she went from unpaid fees and gatekeeping to launching her own service bureau, empowering her team, and scaling faster than she ever imagined with Service Bureau Accelerator.
She shifted from tax prep to building a scalable bureau model, turned her preparers into EROs, and hit seven figures by following SBA's proven blueprint.
What you'll learn in this episode:
How Neona went from beginner to seven-figure service bureau in year one
Why she shifted from tax prep to building a scalable bureau model
Her strategy for turning preparers into EROs, then service bureaus
How she uses organic Facebook and TikTok to recruit (no ads)
Why "rinse and repeat" beats chasing new tricks every year
How SBA's training, support, and systems gave her a ready-to-use plan
"Year one, I hit seven figures. I didn't have to reinvent the wheel — I just took the wheel off your car and put it on mine. I'd be crazy to leave SBA. I'm not going nowhere." – Neona
CONNECT WITH SERVICE BUREAU ACCELERATOR:
Trusted by 1,200+ tax professionals nationwide, Service Bureau Accelerator is the leading system for starting and scaling a Tax Service Bureau.
👉 Register for a live webinar to learn more about our program here: https://sbaccel.com/live 🌐 Website: www.ServiceBureauAccelerator.com 👍 Facebook: https://sbaccel.com/fb 📸 Instagram: https://sbaccel.com/ig 
🎉 Subscribe so you never miss an episode: https://sbaccel.com/subscribe 
⭐ Leave a review to help other tax pros find the show.
CHECK OUT OUR PARTNERS!💻 Tax Nitro - The #1 CRM for Tax Offices: https://sbaccel.com/tnitro
#ServiceBureauAccelerator #taxsoftware #EROSoftware #TaxPreparerLife #taxprofessional #TaxIndustry #residualincome #sevenfigurebusiness #organicmarketing #tiktokforbusiness #TaxPreparerRecruiting #buildateam
 

Daphne spent 17 years preparing taxes.
She'd seen ads for service bureaus before but the people she reached out to gate-kept the model — telling her she'd need 8,000 in volume before she could even start.
Then she found Service Bureau Accelerator and joined.
Year one she did her own thing, sold less than 10. Year two she committed and hit $40K. Year three, she nearly doubled it.
Now she's planning to scale to 1,000 EROs, add webinars to her marketing, and stop filing tax returns altogether.
In this episode, Daphne breaks down:
Why her first year didn't work (and the shift that changed everything)
How seeing another SBA member's numbers made her go all-in
The simple ad strategy she copied from the SBA group
How she trimmed the SBA call script down to 5 minutes
Why she's adding free webinars next season
Her plan to grow from 25 EROs to 100+ in one year
"I no longer want to do taxes. I just want to sell software and collect my little money on the back end." — Daphne
🎧 CHAPTERS:
0:00 — 17 Years In Tax And Looking For A Way Out2:13 — The Gatekeeping That Almost Stopped Her3:35 — The Year She Did Nothing And Why4:08 — The Lisa Moment That Changed Everything6:53 — The Strategy She Copied From The Group9:00 — Why She Trimmed The Sales Call Down To 5 Minutes11:34 — Adding Webinars To Scale Year Four14:03 — From 25 EROs To 100+ Next Year19:00 — Why She Stayed With SBA: No Renewal Fees And Real Support
CONNECT WITH SERVICE BUREAU ACCELERATOR:
Trusted by 1,200+ tax professionals nationwide, Service Bureau Accelerator is the leading system for starting and scaling a Tax Service Bureau.
👉 Register for a live webinar to learn more about our program here: https://sbaccel.com/live 
🌐 Website: www.ServiceBureauAccelerator.com 👍 Facebook: https://sbaccel.com/fb 📸 Instagram: https://sbaccel.com/ig 🎉 Subscribe so you can watch our newest vids: https://sbaccel.com/subscribe
CHECK OUT OUR PARTNERS!💻 Tax Nitro - The #1 CRM for Tax Offices: https://sbaccel.com/tnitro 
#ServiceBureau #TaxPreparer #TaxBusiness #ServiceBureauAccelerator #TaxSoftware #EROSoftware #TaxPreparerLife #TaxProfessional #TaxIndustry #ResidualIncome #FacebookAds #TaxBusinessGrowth #ScaleTaxBusiness #SoftwareSales #TaxIndustryVeteran

From fewer than 10 tax clients to a six-figure service bureau in just two years — meet Shalimar.
In this episode, Shalimar shares how she went from borrowing money off her mom's credit card to running a six-figure business with SBA's proven system. She built her own ERO University, worked organic marketing before she could afford ads, and created a business model that gave her both peace and profit.
What you'll learn in this episode:
How Shalimar turned a stalled tax business into a six-figure service bureau
Why she pivoted from preparing returns to focusing only on EROs
The organic marketing strategy that helped her sell to 25+ EROs in year one
Why she doesn't take PTIN holders anymore — and what she does instead
How she reinvested into ads to scale year two
The SBA training moves she used to stand out in a crowded market
"My tax business never went anywhere. I've made more in my service bureau than I've ever made doing taxes — ever." – Shalimar CONNECT WITH SERVICE BUREAU ACCELERATOR:
Trusted by 1,200+ tax professionals nationwide, Service Bureau Accelerator is the leading system for starting and scaling a Tax Service Bureau.
👉 Register for a live webinar to learn more about our program here: https://sbaccel.com/live
🌐 Website: www.ServiceBureauAccelerator.com
👍 Facebook: https://sbaccel.com/fb
📸 Instagram: https://sbaccel.com/ig
🎉 Subscribe so you can watch our newest vids on YouTube: https://sbaccel.com/subscribe 
 

After 15+ years in tax prep, Courtney Hawkins was done with returns — but not done with the industry. In 2022 she found Service Bureau Accelerator and built her own service bureau. One season later, her business grew 40–50%.
In this episode, Courtney shares the move that drove her growth, why she picked SBA over going direct to the software company, and her plan to triple her ERO count this year by leading with value instead of fees.
If you've been wondering how to step back from tax prep without leaving the industry, this one's worth your time.
WHAT YOU'LL HEAR:
Why the service bureau model became her way out of tax prep
The real difference between joining SBA and going direct to the software company
How community and support gave her the confidence to grow
The sales approach behind her 40–50% growth
Her plan to triple her ERO count by focusing on value, not fees
ABOUT SERVICE BUREAU ACCELERATOR:
Trusted by 1,200+ tax professionals nationwide, Service Bureau Accelerator is the leading system for starting and scaling a Tax Service Bureau.
Want to see how it works?
👉 Register for a live webinar: https://sbaccel.com/live
👉 Learn more: www.ServiceBureauAccelerator.com

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/

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/

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/

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/

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/

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/