WHO SHOULD JOIN?

  • Are you a tax professional or service bureau who’s struggling to have success in your tax business?

  • Are you a service bureau that's struggling to have 500 tax partners?

  • Are you a tax professional or service bureau stuck at 50 to 150 clients?

  • Do you want to attract more clients?

  • Are you Tired of sharing your hard-earned profit?

  • ARE YOU A service bureau or Tax professional that needs coaching the entire tax season?

barclay elite Gives You Everything You Need To Succeed as a tax pro AND SERVICE BUREAU

  • Tax Software

  • tax software training

  • Tax education

  • Tax Law courses

  • Payroll setup

  • Tech support

  • Bank registration

  • Client forms

  • Experienced business coaching

  • The Blueprint to barclay elite

  • Offer tax loans

  • Tax law updates

  • Marketing assistance

  • IRS Due Diligence training

  • Marketing tools

  • Business training

  • Website design

  • Logo design

  • Social media training

  • Business Automation

  • How to brand your business

  • One-on-one coaching

  • IRS registration

  • EFIN & PTIN set up

  • How to attract clients online & offline

  • How to attract over 500 clients

  • How to attract over 500 tax partners

  • Group training

MEET THE CEO, Cherie Bradley

Cherie Bradley is a respected leader in the tax industry with years of experience helping individuals and entrepreneurs build successful tax businesses. As a former educator and experienced tax professional, she has trained and mentored aspiring tax preparers across the country while serving thousands of satisfied tax clients.

Through her leadership, training, and business mentorship, countless individuals have launched profitable tax businesses, increased their income, and gained financial confidence. Cherie is passionate about teaching, empowering others, and helping everyday people turn knowledge into opportunity.

MEET THE CEO, Cherie Bradley

Cherie Bradley is a respected leader in the tax industry with years of experience helping individuals and entrepreneurs build successful tax businesses. As a former educator and experienced tax professional, she has trained and mentored aspiring tax preparers across the country while serving thousands of satisfied tax clients.

Through her leadership, training, and business mentorship, countless individuals have launched profitable tax businesses, increased their income, and gained financial confidence. Cherie is passionate about teaching, empowering others, and helping everyday people turn knowledge into opportunity.

DO NOT MISS THE OPPORTUNITY

TO LEARN HOW TO:

  • Purchase Tax Software

  • How to grow your Service BUreau to 500 parnters

  • how to grow your tax business to 500 clients

  • choose a business name and create a logo

  • register for an E-Service account & apply for an EFIN

  • Apply for an EIN

  • Register your business with the state and apply for LLC

  • open a business bank account

  • apply for PTIN

  • purchase education & training

  • apply for business licenses & permits

  • determine office location and business model

  • how to MARKET your tax business online and OFFLINE

  • review the Tax Security Checklist

  • obtain business insurance

  • What office supplies are needed

  • organize a tax office

  • create office compliance

  • train your team members

  • properly open your office

  • Market Your Tax Business

Trying to start a tax business but feel like you’re guessing your way through it?

No system.

No clients.

No real direction.

That’s exactly why most people never make real money in this space.

This free training breaks down a step-by-step system to help you:

Launch your tax business the right way

Get clients to actually trust you

Build something predictable (not seasonal chaos)

Even if you’re starting from zero.

Every MONDAY- THURSDAY @ 7PM EST