Mini Instructor Course: Onboarding Preparers

Give your EROs the training they need to build strong, compliant, and motivated tax teams! This Mini Instructor Course is designed for Service Bureaus who want to train their EROs LIVE on how to recruit, onboard, and train preparers.

🎯 What EROs Will Learn:

• How to confidently recruit both experienced and entry-level preparers.

• How to start a professional onboarding process that covers contracts, compliance, and payroll.

• How to deliver effective preparer training that ensures IRS due diligence and client trust.

• How to provide branding tools that make their team look unified and professional.

• How to use social media visibility to attract preparers and clients at the same time.

👉 The Mini Instructor Course: Onboarding Preparers is the perfect resource for Service Bureaus who want their EROs running organized, professional, and profitable tax offices.