Service Bureau Accelerator Podcast

How Daphne Turned Tax Prep Into Software Sales

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Daphne spent 17 years preparing taxes.

She'd seen ads for service bureaus before but the people she reached out to gate-kept the model — telling her she'd need 8,000 in volume before she could even start.

Then she found Service Bureau Accelerator and joined.

Year one she did her own thing, sold less than 10. Year two she committed and hit $40K. Year three, she nearly doubled it.

Now she's planning to scale to 1,000 EROs, add webinars to her marketing, and stop filing tax returns altogether.

In this episode, Daphne breaks down:

  • Why her first year didn't work (and the shift that changed everything)
  • How seeing another SBA member's numbers made her go all-in
  • The simple ad strategy she copied from the SBA group
  • How she trimmed the SBA call script down to 5 minutes
  • Why she's adding free webinars next season
  • Her plan to grow from 25 EROs to 100+ in one year

    • "I no longer want to do taxes. I just want to sell software and collect my little money on the back end." — Daphne

    🎧 CHAPTERS:

    0:00 — 17 Years In Tax And Looking For A Way Out

    2:13 — The Gatekeeping That Almost Stopped Her
    3:35 — The Year She Did Nothing And Why
    4:08 — The Lisa Moment That Changed Everything
    6:53 — The Strategy She Copied From The Group
    9:00 — Why She Trimmed The Sales Call Down To 5 Minutes
    11:34 — Adding Webinars To Scale Year Four
    14:03 — From 25 EROs To 100+ Next Year
    19:00 — Why She Stayed With SBA: No Renewal Fees And Real Support

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    Service Bureau Accelerator PodcastBy Service Bureau Accelerator Team