BUREAU PATH
Build Beyond
Your Business.
You've learned how to operate your own tax business. You may have built a team and developed leaders. Now you're ready to expand your impact beyond your own production and organization.
The Bureau Path helps established tax professionals build the systems, infrastructure and support needed to serve other tax businesses without becoming the answer to every question or the person responsible for every task.
BUREAU PATH
Build Beyond
Your Business.
You've learned how to operate your own tax business. You may have built a team and developed leaders. Now you're ready to expand your impact beyond your own production and organization.
The Bureau Path helps established tax professionals build the systems, infrastructure and support needed to serve other tax businesses without becoming the answer to every question or the person responsible for every task.
YOUR INVESTMENT
$3,500
STARTING INVESTMENT
BUREAU DEVELOPMENT & MENTORSHIP
Build the strategy, systems and infrastructure needed to launch and operate your Service Bureau with confidence.
Software licensing and additional tools are selected and priced seperately based on
your bureau's needs.
YOUR INVESTMENT
$3,500
STARTING INVESTMENT
BUREAU DEVELOPMENT & MENTORSHIP
Build the strategy, systems and infrastructure needed to launch and operate your Service Bureau with confidence.
Software licensing and additional tools are selected and priced seperately based on your bureau's needs.
AN INFRASTRUCTURE
FOR SCALE.
Running your own tax business and supporting other tax businesses require two different operating systems.
The Bureau Path helps you build the structure behind the growth-so onboarding, software, training, support, communication and accountability don't depend on you remembering everything or personally handling every problem.
You're not simply adding more people.
You're creating the environment other businesses operate inside.
WHAT'S
INCLUDED?
Bureau Business Model & Strategy
Clarify how your bureau will operate, who you will serve and how the different parts of your organization work together.
Software & Infrastructure Planning
Build the technology and operational foundation needed to support tax businesses within your bureau.
Partner Onboarding Systems
Create a repeatable process for bringing businesses into your organization, setting them up properly and moving them toward active operation.
Training & Development Structure
Develop a framework for educating and supporting the businesses and professionals operating within your ecosystem.
Support & Escalation Systems
Establish where questions go,
who handles what and when an issue needs to move up- so every problem doesn't automatically land on you.
Revenue & Business Economics
Establish how work moves through your business. where responsibilities live and how your team stays aligned.
Production Goal Planning
Understand how production, backend revenue, tools, services and support connect to the economics of your bureau.
Tracking & Accountability
Identify the activity, onboarding, production and organizational metrics you need to see in order to understand the health of your operation.
WHAT'S INCLUDED?
.
Bureau Business
Model & Strategy
Clarify how your bureau will operate, who you will serve and how the different parts of your organization work together.
.
Software & Infrastructure Planning
Build the technology and operational foundation needed to support tax businesses within your bureau.
.
Partner Onboarding
Systems
Create a repeatable process for bringing businesses into your organization, setting them up properly and moving them toward active operation.
.
Training & Development Structure
Develop a framework for educating and supporting the businesses and professionals operating within your ecosystem.
.
Support & Escalation
Systems
Establish where questions go,
who handles what and when an issue needs to move up- so every problem doesn't automatically land on you.
.
Revenue & Business
Economics
Establish how work moves through your business. where responsibilities live and how your team stays aligned.
.
Production Goal
Planning
Understand how production, backend revenue, tools, services and support connect to the economics of your bureau.
.
Tracking &
Accountability
Identify the activity, onboarding, production and organizational metrics you need to see in order to understand the health of your operation.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
We look at what you've already. built-your business, production, team, systems, technology and goals-to understand what your bureau actually needs.
02
STRUCTURE
Build the structure behind your bureau, including your business model, partner experience, systems, support structure and growth strategy.
03
DEVELOP
Put the infrastructure into operation-from onboarding. and software to training. communication, tracking and support.
04
LEAD
Grow the organization with stronger systems, greater visibility and infrastructure designed to support expansion without you depending on everything.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
We look at what you've already. built-your business, production, team, systems, technology and goals-to understand what your bureau actually needs.
02
STRUCTURE
Build the structure behind your bureau, including your business model, partner experience, systems, support structure and growth strategy.
03
DEVELOP
Put the infrastructure into operation-from onboarding. and software to training. communication, tracking and support.
04
LEAD
Grow the organization with stronger systems, greater visibility and infrastructure designed to support expansion without you depending on everything.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
We look at what you've already. built-your business, production, team, systems, technology and goals-to understand what your bureau actually needs.
02
STRUCTURE
Build the structure behind your bureau, including your business model, partner experience, systems, support structure and growth strategy.
03
DEVELOP
Put the infrastructure into operation-from onboarding. and software to training. communication, tracking and support.
04
LEAD
Grow the organization with stronger systems, greater visibility and infrastructure designed to support expansion without you depending on everything.
ALREADY OPERATING A BUREAU?
YOU SOLD THE SOFTWARE.
NOW BUILD THE BUSINESS BEHIND IT.
Already have EROS or software customers under your bureau? You don't have to start over. We'll assess the operation you've already built and help strengthen the systems behind it from onboarding and partner support to training, communication, accountability and growth.
ALREADY OPERATING A BUREAU?
YOU SOLD THE SOFTWARE.
NOW BUILD THE BUSINESS BEHIND IT.
Already have EROS or software customers under your bureau? You don't have to start over. We'll assess the operation you've already built and help strengthen the systems behind it from onboarding and partner support to training, communication, accountability and growth.
READY TO BUILD BEYOND YOUR BUSINESS?
Your next level isn't about doing more yourself. It's about building the structure that allows more people and businesses to succeed with you.
BUSINESS ASSESSMENT REQUIRED
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