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SERVICE BUREAU TRAINING is happening in 20 hours
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💼 Start Here — Welcome to Service Bureau University™
You made a power move. This community is built for service bureau owners, EROs and financial firms who want a clear plan, tight systems and real accountability. Who this is for - Service bureau owners selling tax software and building a team of EROs - EROs building a strong office, in person or virtual - Financial firms adding tax, credit, funding or bookkeeping services What you will build here A clear software offer, a weekly ERO recruiting routine, clean onboarding, compliant operations and support that keeps your EROs growing. 10-minute quick start 1. Introduce yourself in the comments: your name and company, your city and state, your main services, how many EROs you work with now, and what you want from this group in the next 30 days. 2. Start the Classroom with 00 Start Here: Service Bureau Success Roadmap. Courses 00 to 03 are free for every member. 3. Download the Skool app and turn on notifications. Premium Premium unlocks Courses 04 to 11, the bonus training library, every live training replay, and a monthly live Q&A with Tanya on the last Thursday of each month at 7 PM Central. How to get help 1. Search first. 2. Post your question with context and the step you are on. 3. Bring it to the live calls. House rules - Bring your numbers and be coachable. - No client data. Redact or don't post it. - No spam or pitches. - Compliance first. No income, refund or approval promises, here or in your own marketing. Welcome to the family. Let's build. — Tanya
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Replay Passcodes
Hi @Tanya Ward, I upgraded to premium and was trying to access the replays and it's asking for a passcode. Please provide me the passcode. Is it the same passcode for all the replays or do they have different passcodes. Thank you.
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New: Full classroom + Monthly Live Q&A
The full Service Bureau University classroom is now open! FREE for every member: Courses 00 to 03. Your success roadmap, building your tax software offer, selling software like a pro, and recruiting EROs every week. PREMIUM unlocks Courses 04 to 11 (onboarding and bank applications, helping EROs recruit 20 preparers, marketing, compliance, support, retention and the resource vault), the bonus training library, every live training replay, and a live Q&A with me on the last Thursday of every month at 7 PM Central. The first one is Thursday, October 29. Question for you: how many EROs are you working with right now, and how many do you want by January? Drop your numbers below.
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Own your own tax office this season
Software, training, bank products, marketing — I set all of it up for you. You don't need experience, you need a system. Tax season is coming. Comment TAX below and I'll send you the details. — Tanya
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Service Bureau University
skool.com/service-bureau-university
Helping entrepreneurs build, scale, and grow successful service bureaus through education, strategy, systems, and community.
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