10 Years in the Tax Industry: Victoria's Service Bureau Breakthrough | SBA Podcast EP 42

Описание: Victoria bought a Service Bureau from someone else and thought she was all set.

She wasn’t.

She had software with no system behind it. She was winging discovery calls. Selling just software. Trying to juggle multiple businesses with no organization. Too many questions, not enough answers.

Then she joined SBA.

Within her first year, she figured out what was actually missing: the operating system.

Not just software.

A complete machine—packages that sell, a CRM that makes everything easier, a sales process that works, and training that fills every gap she didn't even know existed.

Now Thursdays are Service Bureau days. Tax Nitro keeps her organized across all her businesses. Discovery calls follow a script. She's packaging services instead of competing on price alone. And she's targeting base hits (smaller offices) that close fast and grow every year.

This is Victoria's 10th year in the industry. She's done tax prep, owned offices, started a franchise, and built a real estate business.

The Service Bureau was the least successful—until she stopped winging it.

In this episode, she walks through:
🔥 Why buying a platform didn't mean she had a business
🔥 The difference between selling software vs. selling a package
🔥 How Tax Nitro CRM turned chaos into a system that runs on autopilot
🔥 Why she ditched "big fish" clients for base hits (and why they're growing faster)

"I don't even know how I was operating without it." — Victoria on Tax Nitro

👤 CONNECT WITH VICTORIA
📱 Instagram: @beauti.bossbae
📘 Facebook: Dr. Victoria King

🎧 Ready to stop winging it and start running a real Service Bureau? Join the program that gives you the complete operating system—not just software.

👉 Watch our free webinar: https://sbacall.com/start

⏱️ TIMESTAMPS
00:00 - Introduction
01:46 - Buying a platform ≠ having a business
03:52 - The operating system she was missing
05:13 - Packages vs. software: Why discovery calls shifted
11:14 - How Tax Nitro runs the machine
18:23 - Base hits over big fish: Her growth strategy
21:04 - Her advice: Do the actual work

CONNECT WITH SERVICE BUREAU ACCELERATOR:

Trusted by more than 1,000 tax professionals nationwide, Service Bureau Accelerator is the leading system for starting and scaling a Tax Service Bureau.

👉 Register for a live webinar to learn more about our program here: https://sbaccel.com/live

🌐 Website: www.ServiceBureauAccelerator.com
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📸 Instagram: https://sbaccel.com/ig
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