Why You Need to Launch Your Service Bureau Now

The best time to start a tax service bureau is right now. But, starting and scaling your service bureau looks a bit different depending on the time of year. In this video, Ross walks through the service bureau year, season by season. October to December is when tax pros make their software decisions, and it's usually SBA's biggest sales period. But there is opportunity in every season, from renewal campaigns in the spring to filling your pipeline in the summer. Wherever you are in the year, you'll know where to start. What you'll learn: ✅ Why October to December is the busiest time for software sales ✅ What to pay attention to during tax season, when SBA pauses new enrollments ✅ How to use software renewal season to start conversations with EROs ✅ What to set up in May and June, and how summer helps you fill your pipeline ✅ How starting in May looks different from starting in October 👉 Want a more affordable way to launch your own service bureau? Watch the Incubator video, then apply and book a call with our team. https://joinsba.com/yt-launch-now CONNECT WITH SERVICE BUREAU ACCELERATOR: Trusted by more than 1,450 tax professionals nationwide, Service Bureau Accelerator is the leading system for starting and scaling a Tax Service Bureau. 🌐 Website: https://ServiceBureauAccelerator.com 👍 Facebook: https://sbaccel.com/fb 📸 Instagram: https://sbaccel.com/ig 🎉 Subscribe so you can watch our newest vids: https://sbaccel.com/subscribe 🔔 Hit the bell so you never miss an upload! CHECK OUT OUR PARTNERS! 💻 Tax Nitro - The #1 CRM for Tax Offices: https://sbaccel.com/tnitro CHAPTERS: 0:00 Waiting for the right time to launch? 0:49 October to December: sell and onboard 2:37 January to February: watch and learn during tax season 3:52 March to June: renewals and setting up your foundation 5:45 July to September: fill your pipeline before Q4 6:41 The sales pattern across the year 7:18 Starting in May vs. starting in October 8:19 The Incubator and your launch options #ServiceBureau #TaxBusiness #TaxPreparer #ERO #TaxSeason #TaxProfessional #ServiceBureauAccelerator