7 Figure Service Bureau In Year 1 | SBA Podcast EP 27

Baldeep (00:01)
All right, we’re back with another Service Bureau Accelerator interview series. I’m here with Neona, and I have Ross here as well. Ross, as usual, go ahead and kick it off.

Ross (00:10)
Sure, for sure. So, Neona, hello. Thanks for jumping in. Hope you’re doing well. Yeah, so real quick, Neona, if you want to kind of just start by introducing yourself real quick and share a little bit of your background—your experience in the industry, things like that—and we’ll just take it from there.

Neona  (00:14)
Thanks for having me.

Neona  (00:28)
Okay, so my name is Neona . I am stationed in Richmond, Virginia. I got into the industry in 2021. Started off doing credit and a little bit of taxes, and then I just fell in love with it. So I worked up under a young lady for about a year and a half, and then I branched off from her, became an ERO.

And then the young lady that I ended up being a funder for my ERO series put me onto a lot of different things that I wasn’t aware of as far as the automation and basically how to market. So after I got finished with her, I jumped into the Service Bureau, and of course that’s how I came to you all. And that’s basically where we’re at right now.

Ross (01:16)
Awesome. Awesome. So, what was the— that was short and sweet. That was great. I was like, we’ve had calls before; it’s like ten minutes, or it was just the whole background, which is great to hear too, though. So, you’ve very quickly gone from joining the industry and being brand new to—I mean, you’re a—

Baldeep (01:20)
Hahaha

Neona  (01:21)
You—

Ross (01:37)
Pretty successful service bureau already at this point. Like, you got some numbers on the board. Yeah, so you have made massive progress in a very short amount of time, which is crazy impressive. Do you want to share a little bit about what it was that made you look at that shift from being the ERO to now becoming a service bureau?

Neona  (01:40)
I appreciate it.

Neona  (01:57)
Your fees not being paid. That was my biggest thing. Yeah, that was the biggest thing. And I actually just—I’m graduating Saturday. So I’m going to school for accounting. My goal is to be an EA. So I was like, I don’t want to continue to be a preparer if I want to be an EA. So I was like, okay.

Ross (02:02)
Right. I’ve never heard that before. No one’s ever said that.

Neona  (02:25)
Moved to ERO, and I was like, you know what, I could be more of an asset to all of my offices and all other different people if I’m an EA as their service bureau. So it was more looking at I could be more successful and get more clients if I have more to bring to the table. So I felt like being an EA and being a service bureau was better for me to present as a whole than to just say, hey, I got marketing materials for you, I got a CRM for you. I can actually say, hey, if you need legal help with your taxes, I can actually help you with that as well so you don’t have to go outside of our network. That’s where I’m going with it.

Baldeep (03:05)
We lost the connection.

There we go. It’s cutting in and out.

Ross (03:09)
See what happens. There you go.

Ross (03:14)
Oh, there you go. You’re back. We lost it. We cut out, right? We were talking about where I can be the EA. So if you need legal advice and stuff like that, do you want to continue from there?

Baldeep (03:14)
You’re back.

Neona  (03:25)
Yeah, I can do that. So being an EA—I do apologize, I don’t know what happened—being an EA, I felt like I could be more of an asset as a service bureau and an EA so I can help out more offices, more tax professionals, and they not have to say, hey, who can be an EA, who can look at this? I can be more of an asset to them and be able to support them better than just saying, hey, I got a friend that can do this for you. So they can just keep everything in-house.

Ross (03:30)
All good.

Baldeep (03:31)
It’s all right.

Baldeep (03:45)
Right.

Baldeep (03:53)
Right, so your offer effectively changes. Instead of all the bells and whistles—you said marketing, CRM, all the stuff that you can provide as a package as a service bureau—we can also help you assist your preparers or we can assist your office with more advanced things like audits or tax questions or anything else. So you can kind of keep that all under the same umbrella, which is good for you.

Ross (03:54)
Yeah.

Ross (04:17)
Yeah, yeah, that’s that high level of support and business support as well at the end of the day. Yeah, no, that’s awesome. Cool. So yeah, it’s just kind of a perfect fit then, right, for your goal where you wanted to go and like, well, hey, now I can provide them with software as well at the same time.

Neona  (04:23)
Bye.

Neona  (04:28)
Yeah.

Baldeep (04:32)
I don’t want to skip over the comment you made though. You said, hey, when you looked at the fees—what I—and you signed up last year, end of the season, like it was April. So you were wrapping up the season. So I’m assuming at that point—I don’t know, did I speak to you, maybe somebody else spoke—somebody spoke to you, and they probably started looking at the numbers. Do you recall what the numbers were prior—before, yeah, before SB—like what were you paying in fees?

Neona  (04:32)
All right.

Neona  (04:41)
Yep, in April. Yep.

Neona  (04:51)
Right.

Neona  (04:57)
For last year.

Neona  (05:03)
Fees were low. They were low for the last service bureau I was with. Now the one before that, when I was an actual preparer, that was a lot different. That was a lot different. So I didn’t become an ERO with the young lady that I was working up under.

Baldeep (05:04)
Okay.

Baldeep (05:10)
Okay.

Baldeep (05:16)
Got it, got it.

Baldeep (05:22)
So that opened up your eyes to that whole side of the industry for sure.

Neona  (05:25)
Yeah, I was actually her office manager. So it made me pay attention to a lot of things that were going on around me.

Baldeep (05:29)
Baldeep (05:35)
Awesome, awesome.

Ross (05:37)
Okay, cool. Looking at, yeah, I mean like this year, now, like the previous year—were you, before you joined us, were you a service bureau with that other person or were you just an ERO? Okay, and so then basically your first year as a service bureau was with us. Awesome, yeah.

Neona  (05:50)
I was just an ERO.

Baldeep (05:55)
Okay. Then you—so you had a significant—so did you—let’s talk about the strategy, right? Because very few people year one put up those numbers. Like, they’ll get there, right? But year one as a service, we’ll put up your numbers. And what I’m getting at more so is you must’ve already had a team built or things already kind of pre-existing. And now it’s like, all right, cool. Now I found how I can take this, maneuver into this model, and start with a good foundation, so to speak.

Neona  (06:00)
You—

Baldeep (06:25)
So what has been your strategy for your short-term growth of the service bureau? What did you specifically do? Or you don’t have to be super detailed, but what’s the overarching strategy that you use for your revenue model?

Neona  (06:39)
So as an ERO, the young ladies that were my preparers happened to turn into my EROs. So everything that I taught them, they took and they gave to their preparers, which is how I was able to start off with a team of EROs. So I basically took all my preparers that were strong in numbers. I know y’all could see from last year when I did let them do a little bit and I let them move over. I just let them—

Baldeep (06:45)
That’s it.

Neona  (07:08)
Take what I taught them and move it over to their preparers. And one of them I know you’ve seen is like, she just skyrocketed. I was not expecting it to be the way it was, but a lot of that came from you all. So I cannot take all of that.

Baldeep (07:22)
Well, so one of the things that we talk about a lot is like, look, it’s essentially the preparer development strategy, right? You already had the preparers. So now how do you take them and elevate them, show them how to get their own EFIN? And obviously it limits your liability, which is important, but you’re essentially feeding the preparers— we’re going to show you how to become an ERO and build a team just like you built the team prior, right? And now that multiplies across however many EROs you have.

Ross (07:23)
Haha

Baldeep (07:52)
It just helps you better leverage your time for sure.

Neona  (07:54)
It does. It does. And I definitely enjoyed it. A lot of the marketing strategies that y’all shared with me, I shared with them as preparers. I didn’t wait until they became EROs. I shared that with them. So they do a lot of ads. They do a lot of going to apartments, going to car dealerships, going to daycare. So a lot of that came from the information that y’all gave us. I didn’t wait for them—like I said, I didn’t wait for them to become EROs. I shared it with them as preparers. Thanks.

Ross (08:25)
Yeah, just go get to work and just bring in some customers, right? Yeah. Awesome. Awesome. So is that what you’re going to continue? Do you feel like that’s your sweet spot, where you’re going to continue that same strategy this year—continue to recruit preparers, bring them in, elevate them into EROs and things like that? Or are you wanting to shift the focus a little bit this year, just going after EROs? Where are you feeling right now for this upcoming season?

Neona  (08:30)
Correct.

Neona  (08:52)
So I am shifting just a little bit. My EROs did great this year. One of them is moving to a service bureau. The other one is moving to a co-branding, which I named her as a reseller because I’m not giving her all the information just yet, but enough to where she can bring in people.

But yeah, I’m definitely not changing the strategy—that part. I’m just shifting just a little bit.

Baldeep (09:22)
Yeah. Yeah, we ask that because what happens is a lot of times people make the mistake of saying, hey, cool, that worked really well this year, let me go do something completely different and ignore everything that worked. So I want to make sure you don’t do that. I mean, it’s fine to add new things to it as you develop and grow and build your team and systems, but don’t forget what the fundamentals were, right? At least for now, until that replaces it.

Ross (09:23)
Perfect, yeah. Yeah.

Neona  (09:36)
Yeah.

Ross (09:47)
Yeah. Yeah, definitely. Yeah. And you’ve got it dialed in because that’s the natural progression, right? It’s like that ERO, as that ERO grows and grows their team, it’s like, okay, here’s the next level, here’s the next step that you can keep going. So it really sets you up for that long-term client success where it’s like, hey, you start as a preparer, maybe one or two years there, now you can become an ERO, maybe a couple of years there, and then eventually become a reseller or even just a full-on service bureau.

Neona  (09:48)
Yeah, that changed.

Neona  (09:59)
Yeah.

Ross (10:14)
And they’re with you all along the way, and you’re providing them the growth and the stepping stones to elevate them in the game. So that’s awesome.

Neona  (10:21)
And I think that’s the best. A lot of companies—and not to pinpoint nobody—they won’t let them grow, and I encourage mine to grow. I have one I’ve been trying to get her to be an ERO for the last two years. I’m just like, you’re getting out from under me. You’re going.

Ross (10:35)
Yeah.

Baldeep (10:38)
To be fair, some people don’t want to do that. But to your comment, we’ve seen a lot. I can think of one person right off the top of my head that I remember when I signed them up, and it was actually before SBA. I signed them up to my service bureau—just my service bureau brand. I had spoken to them; they were with a company. I’m not gonna mention their name, but they were with a company, and they were stuck as a PTIN.

Right? They had their PTIN. They went and got their own EFIN, but the company wouldn’t set them up. They’re like—because they were making too much money off of them on the split. So I just felt bad for them, and I’m like, all right, here, I’m just going to set you up. Go ahead, do what you gotta do. Right? So a lot of times you’ll see a lot of people in that position where, where they’re at, they don’t want to help them grow.

Neona  (11:15)
Yeah.

Neona  (11:19)
Yeah.

Neona  (11:27)
Yeah, and that’s how I got a lot of my preparers. They were friends of mine; they were up under another company, and they wouldn’t let them grow, or they were not paying them like they were supposed to, and I’m just like, okay, come on. Because I know how it is. So it’s like, why make somebody—if they want to grow, they want to do something with their self successfully—why keep them behind and not allow them to grow in a business?

Baldeep (11:39)
Yeah, and you—

Baldeep (11:51)
Exactly. And if you’re not the one to provide them the opportunity, they’re just going to find out, and somebody else will, right? For sure.

Neona  (11:54)
Yeah.

Ross (11:57)
Yeah, Google is really easy to use. Yeah, it’s gatekeeping. I’ve heard that. I don’t know. So we’ve been doing these interviews with all of our members who are coming into the elite group. I would say probably about 60 percent of the conversations we’ve had, everyone’s mentioned that at some point—that’s the gatekeeping, right, where they’ve just been held back by someone. And then it’s like, like Baldy said, they’re going to find—

Neona  (11:59)
Yeah, that’s exactly how I found y’all.

Baldeep (12:00)
Yeah.

Ross (12:25)
The solution, just like you found a solution. It’s like they’re going to do it. So be the one to give them the solution, and they’ll love you for it. Yeah. Awesome. So what’s been your experience with the training, with our program—going through your experience overall with Service Bureau Accelerator—jumping in, going through—you kind of got the updated, like the new foundations, the seven-day launch and everything. You got to see that as all that rolls out.

Neona  (12:29)
Yeah, might as well tell them. Correct.

Ross (12:52)
What has that been like as a learning experience for you? I know you mentioned the marketing—you were able to take that and go and retrain it to your people—but just overall, how’s your experience going through learning the fundamentals of the service bureau and all the strategies we teach?

Neona  (13:05)
Y’all strategies are great. I’m not even taking that from y’all. I might tweak it here and there just to fit my team. But everything that y’all have taught us in the seven-day launch, I actually do a seven-day launch with my EROs. I do a seven-day launch with my service bureaus.

Ross (13:18)
Nice.

Baldeep (13:18)
Nice.

Neona  (13:22)
Like I said, I take the marketing. The same way that y’all broke it down to us is how I break it down to them. So I didn’t want to reinvent the wheel. It was already built. So it’s just like, took the wheel off of your car and just put it on mine. Yeah, it was like, well, there was no reason to rebuild it. I just went ahead and took how y’all already had it structured and just taught it to my people the best way—yeah, the best way I could.

Ross (13:34)
It’s a good way to do it. Yeah. Yeah.

Baldeep (13:34)
Yeah.

Baldeep (13:45)
Adapted it. Yeah, you adapt it to your style. Some stuff is not relevant to your audience, right? So you just change things up for sure.

Ross (13:46)
Yeah, awesome.

Neona  (13:51)
Right.

Ross (13:53)
Yeah, nice. So you’re doing—like bringing them preparers. What has been your process—like you don’t have to give the whole farm away—but what kind of strategies have you been doing for your marketing? How are you getting preparers in the first place? How are you bringing them in? Is it mostly word of mouth? Are you doing some ads? You doing some job posting?

Baldeep (14:10)
Well, one thing, Ross—she posts a lot on Facebook. I see your posts. I see your posts. All the time.

Neona  (14:15)
Yeah, I do. I do. I post a lot on Facebook, and like I tell my people all the time, just because you don’t see a like, a share, anything like that does not mean they’re not watching. I have a lot—

Ross (14:17)
—

Baldeep (14:28)
I see it, and I don’t like to share anything.

Ross (14:31)
You—

Neona  (14:44)
And I just—I’m genuinely myself, basically. The only thing that I can be is I’m genuinely myself. I help them, and then I’m like, well, if you need help next year, just come and see me. We’ll talk about it, and we’ll go from there. So a lot of companies say, you’re stealing our preparers. No, you let them slip. If you want your preparer, take care of them. They shouldn’t be coming to me asking me for help. But yeah, that—and TikTok. I do a lot on TikTok.

Ross (15:04)
Yeah.

Baldeep (15:10)
All organic, all organic, essentially. Nice. Good.

Ross (15:12)
All organic. Nice. Awesome. Yeah, that’s great. That’s a strong base to have; you just have an unlimited supply of customers, right? You just keep maintaining it and it just—

Neona  (16:18)
Yeah, because I don’t run ads. My EROs run ads. I don’t run ads. Yeah, I think I’d be overwhelmed.

Ross (16:23)
Yeah. Just imagine if you did run ads too. We can talk about that in elite. Yeah. Awesome. Awesome. So training—obviously you’re getting tons of value out of that, which is great to hear. Are you on a lot of the coaching calls too, right? I see your name pop in and out there all the time.

Baldeep (16:26)
That’s fine.

Yeah, we’ll talk about that for sure.

Neona  (16:43)
Yeah, I don’t say much, but I do listen.

Baldeep (16:44)
She don’t say anything.

Ross (16:45)
Yeah, you’re one of the silent assassins—just absorbing, writing down, and taking action. How do you enjoy those coaching calls? You want to maybe talk a little bit on your experience with those and the extra details we get into on all the different topics? I was a good one. They’re always good, though. I’m biased.

Neona  (16:55)
Yeah, I missed the one yesterday. Yeah, I missed that one. But the one prior to that one—the one prior to that one—I was on that one. It was a lot of good information. And if I’m not mistaken, we talked about marketing last week. And we talked about the ads and how to basically do our packages and things of that nature. Now, I do remember you saying, well—

Don’t give them too much. Sell one thing. And I think y’all might have realized it. I went ahead and I bought OLT and I bought CrossLink. So now I’m trying to figure out like, all right, how am I going to juggle all three of these?

Baldeep (17:32)
Yeah, I saw that.

Ross (17:39)
Easy, easy. The one package that you offer stays the same. It’s just which software do you want? And then it just changes your build-out. Yep. Sell the same thing, and it’s just which software is going to work for them. Yeah.

Neona  (17:43)
They just changed the— And that’s what I thought.

Neona  (17:54)
Yeah, that’s what I thought.

Baldeep (17:54)
And, well, after this—after we end the interview call—I’ll give you some more details on that. Remind me to bring that up.

Neona  (17:59)
Okay, gotcha. But yeah, other than that, I love the coaching calls. I know, I’m sorry. But other than that, I love the coaching calls. They definitely make me think outside of the box and try to figure out how I can be more of an asset to my people and the people that I bring on.

Ross (18:01)
Yeah—

Baldeep (18:02)
We gotta save some of the sauce for behind the scenes, you know what I mean?

Ross (18:06)
Hahaha

Baldeep (18:19)
Yeah, for sure. Like, look, one of the things too—like, we have the topics—there’s something picks up. You could create a whole training around something that you just pick up from one of those coaching calls, for sure.

Ross (18:30)
Yeah, yeah, awesome, awesome. So one other category we always like to ask about is support, because I know that’s—as you’ve seen—people reaching out to you for support who don’t even have software from you, aren’t even a part of your team, are working under other companies. That’s a big challenge for a lot of people in the industry, right? They’re just not getting the support that they need. What’s been your experience like with support with us? And I don’t mean the tech support and the software, but—

Neona  (18:45)
Right.

Ross (18:55)
Working with us—with Service Bureau Accelerator—and the ticketing platform, whether it’s support helping you set someone up in your software or training components. How’s that experience been, working with our support team?

Neona  (19:06)
The experience is great, and I’m not blowing smoke, but I definitely enjoy it. And—

The way y’all have the support team set up is how I’m trying to set my people up. Like I said, how y’all have everything built on already is amazing. It makes it where everything is right there in your face. You don’t have to go and look for anything. And if you ask, it’s because you didn’t go watch the video or you didn’t look in the first place. Or you really just do not understand it. Everybody learns differently. So for me, I like it because I can go watch a video, or I can go—

Ross (19:32)
Yeah—

Baldeep (19:33)
You—

Neona  (19:44)
Go and look at the tickets and look and see what question has already been asked, or I can go look in the community and maybe somebody has already asked the question. So it gives me different ways to look at something. Or sometimes I will jump into the Facebook group and ask the question if I’m looking for a fast answer.

It’s just—I love the way support is set up. So what I’ve done is I just did Teams, and so I have mine set up like that. So it makes it a little bit easier for me. I might build a platform like y’all have one day, but that might be a little bit out of my league just now.

Baldeep (20:20)
Yeah, we’re actually working on a trimmed-down support platform for the group. Because a lot of our service bureaus are supporting a lot of EROs now and sub-service bureaus. So we’re actually working with somebody—a company. We actually announced that thing at the convention last year. I’m just waiting for some final details, and hopefully we can get that rolled out this year to help you guys support your people better.

Neona  (20:45)
Okay, looking forward to it. Because I definitely am not leaving y’all. Somebody else was like, why don’t you just go direct? I was like, for what? There’s no support there. Why would I go there?

Ross (20:46)
Yeah.

Ross (20:53)
What are they going to teach me?

Baldeep (20:53)
Yeah. Well, that comes up—people say that all the time or they think that it’s better. A lot of the times, the deal is not better. First of all, the deal isn’t better, because I already know what the direct deals are. They’re not better. Like, our deal—you’re going to start paying per license. You’re going to start paying a lot of other shit that you’re not realizing. And then, subsequently, when you have—

A strategy call—like when you’re trying to come up with a package or an offer, a strategy, or how do I grow this, how do I do this? Yeah, you think the sales rep in Georgia is gonna know how to sell software as a package? No. They sit there and get leads from their corporate overlords, and they just dial and whatever. They don’t know how to market. They don’t know—like, they’re just a person that is assigned people to follow up with, right, so—

Neona  (21:22)
I haven’t had nobody to talk to.

Neona  (21:36)
Yep.

Ross (21:42)
Yeah. Not only that, but it’s also what we teach: how to build a program, how to actually provide more value to your customers, how to do all of the backend parts of the business, and to actually automate and scale and do all that stuff. There’s a lot that we go into. We teach the whole business A to Z. And it’s not just one person who has all this. It’s our entire team between Baldeep, myself, —there’s a whole infrastructure behind this vehicle and all the training—

Neona  (21:59)
This.

Baldeep (22:00)
Yeah.

Ross (22:12)
Concepts that we share.

Neona  (22:13)
So I’d be crazy if I was to leave y’all and go do it by myself. Unless I can take y’all with me, I’m not going nowhere.

Ross (22:20)
There you go. Right on. Looking at this year again, obviously you put some solid numbers on the board. What are you looking forward to for this year with your service bureau? Is it rinse and repeat, doubling down, just scaling? What are you excited about? What’s your goal?

Baldeep (22:22)
Awesome.

Neona  (22:36)
It is. It’s definitely going to be rinse and repeat. And what I put into my EROs this year—the ones that are going to be service bureaus—we’re working now trying to get everything together to put them some EROs on, to take their team and make them EROs. And then we’re going to start working on preparers come—I think we said September, October—we’ll start looking at preparers. Right now we’re just focused on EROs and service bureaus.

Ross (23:04)
Yeah, awesome. Yeah, that’s the timeline. You got it dialed in. You’re already far ahead in the race, so that’s good to hear. Awesome. So one of my last questions for you, unless there’s anything else, Baldi, you want to ask before we get to the last question, is: if someone is looking at becoming a service bureau—there are a lot of options out there—and they’re looking at Service Bureau Accelerator—

Baldeep (23:04)
Yep, sounds good.

Neona  (23:12)
Trying to, trying to.

Baldeep (23:21)
Go for it.

Ross (23:30)
What would you say to someone looking at joining the Service Bureau Accelerator Program?

Neona  (23:36)
Ask them what other options have they looked at. Have they done their pros and cons? And then from there, I’d be like, girl, you’d be crazy if you didn’t do it. But I just—I gotta look at them and make them understand there is value in it—

Ross (23:44)
You—

Baldeep (23:44)
Hahaha

Neona  (23:50)
Prior to them even talking to y’all. Because when we talk to y’all in the beginning, y’all give us the value before we even talk about price. So it’s more of—if they have not done that, it’s not having the coaching call, it’s the discovery call. If they haven’t done their discovery call, then I know they haven’t really looked at the pros and cons yet. They’re just really shopping around. So it’ll be more of a push, but then I’ll probably try to put them up under me and then bring them here.

Baldeep (24:15)
Hahaha!

Ross (24:18)
That’s fair. That’s fair. Yeah. No, awesome. Yeah, I appreciate that. It’s always the thing, right? It’s the value. And I think one thing that we run into every now and then as well is the “too good to be true,” where they just see everything that we offer. And that’s why we try to do more of these calls—to be like, you don’t have to listen to us saying the same thing a thousand times. Come hear what some of our actual members have to say, you know, so—

Baldeep (24:21)
Yeah, awesome.

Neona  (24:34)
Yeah.

Neona  (24:43)
Yeah, I think this year really took me for a loop. I wasn’t expecting the solid numbers that y’all see either. I think after I started actually seeing them and then seeing the drops, I was like, wow, it really did play out the way I wanted to, but I wasn’t expecting it. So it definitely is going to be a rinse and repeat all year round.

Baldeep (24:50)
Yeah.

Ross (24:59)
Yeah.

Baldeep (25:00)
Yeah. Well, it’s—

Yeah. Awesome. So last thing before we end the call—where, if somebody is watching—go ahead. Got something else?

Ross (25:04)
Yeah.

Ross (25:11)
I actually have one more thing before we do that. I’m just curious. We don’t have to get specific numbers, but are we okay if we share ballpark what your revenue looked like as a service bureau this year? It’s totally up to you—we don’t have to—if you’re comfortable with it. Okay.

Neona  (25:28)
Yeah, we can. We’re at seven digits.

Ross (25:35)
You’re at—wait, you’re at seven figures?

Neona  (25:38)
Yeah.

Ross (25:40)
Well, you guys have—because you also have tax prep fees and everything like that.

Neona  (25:42)
You—

Baldeep (25:46)
Yeah.

Ross (25:48)
I was just looking at service bureau numbers. So, I mean, it’s still going to be really good. So first year as a service bureau with us and you hit seven figures.

Nice. That’s it. We can just end the call there. We don’t even have to—wow. Congrats. That’s huge.

Baldeep (26:01)
This is—end the call there. End the call there.

Neona  (26:01)
Yeah, when I did my service bureau fees—thank you—yeah, when I paid out, because I do splits with my people. When I did that is when I realized what the number was. I was like, wow. Yeah.

Baldeep (26:16)
Okay. Yeah, and the add-ons and the incentives are going to hit in the next couple of weeks here soon. So there’s going to be a big drop for you very soon. Well, you gotta do math on that number, right? So you gotta subtract base fees, and then you’ll have an addition. You hit the—you hit the second—you jumped—you skipped a whole tier. You skipped a whole tier in your incentives. So you’re on the next tier, the second tier. So yeah. You skipped the first one. You’re on the next one.

Neona  (26:22)
Right. Yeah, I’ve seen that number too. Yeah.

Ross (26:27)
Awesome.

Neona  (26:36)
Wow.

Neona  (26:40)
I’ll have to go look. I know I hit one, but I wasn’t too sure which one.

Baldeep (26:45)
Yeah.

Ross (26:45)
Yeah, just bypass it. It’s a good way to do it. Awesome. Well, again, congratulations. That’s huge, right? Year one, seven figures—killing it. So really excited to see what you can do this year as well, right? And just keep going, just scaling. Yeah.

Neona  (26:48)
Got it. Thank you.

Baldeep (26:55)
Yeah.

Neona  (27:00)
I’m hoping, I’m hoping.

Baldeep (27:01)
So now we have a lot of people who watch our content, right? So there’s probably going to be somebody that’s watching our content that may be a preparer under somebody—like a scenario that you mentioned—or looking to learn how to build a team and grow their tax business. Where could they find you if they’re like, hey, Neona is the person I want to work with? Where could they find you?

Neona  (27:21)
Instagram, TikTok, TaxPulleyPro, KJ Financial Group—even just go look up Neona. You’re going to find me on one of them. I make sure that I’m on all of my social medias at least once a day. So like I said, KJ Financial Group, which is the tax office, of course TaxPulleyPro, which is the software, and then Neona King  is my personal. Yeah.

Baldeep (27:44)
On the socials already. Awesome. Well, we’ll go ahead and wrap it up. Thanks for being here, and we’ll catch you on the next one.

Ross (27:47)
Awesome.

Neona  (27:51)
Thank you