Courtney knew she wanted to step away from preparing returns but she didn’t want to leave the tax business altogether. In 2022, she discovered Service Bureau Accelerator, and it became her roadmap to exiting tax prep while still growing her income.
“My whole thing was: I want to exit tax prep but not leave the tax game. The service bureau model is the smarter way of doing business.”
Since then, Courtney has added multiple EROs under her, built a new stream of recurring revenue, and is now focused on scaling her service bureau while creating more value for her partners.
The right systems, support, and mindset can turn the service bureau model into a smart exit strategy for tax pros who don’t want to be stuck behind the desk doing endless returns.
This is exactly what we created the Service Bureau Accelerator to do. A step-by-step system with the education and support to build a scalable service bureau of your own.
“With SBA, it was like night and day. Before, I just had a software license and no strategy. SBA broke it down to a science.”
💡Service Bureau = Smart Exit Strategy
Courtney wanted out of day-to-day tax prep but not out of the tax game. The service bureau model gave her freedom and new revenue.
⚖️ It’s Not Just About Software
Simply holding a software license isn’t enough — SBA broke down the real job of a service bureau: selling software and supporting EROs.
🤝 Support & Community Matter
From the Facebook group to ticketing to coaching calls, Courtney highlights that having consistent, reliable support makes all the difference.
💰 Retention Comes From Value
Fees are expected. What keeps EROs loyal is the training, support, and resources you provide, not just the software.
👉Ready to explore how SBA can help you exit tax prep and grow a profitable service bureau? Register for a free live webinar.
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