Service Bureau Membership

The done-with-you home for your backend.

Built for EROs who are making money but need the structure, systems, and support to operate beyond what they can personally carry.

See the $997 membership

Everything you receive

01

30-Day Backend Build

Start with structure

Complete one focused implementation task each weekday while we document the backend, map processes, identify bottlenecks, and organize the tools supporting your office.

02

Processes + workflows

Design how the work should move

Map the way clients, documents, questions, follow-up, and team responsibilities move through the business so every process has a clear owner and next step.

03

SOPs + knowledge base

Give the business one reliable answer

Develop repeatable SOPs, templates, and a searchable knowledge base so the team can find answers without bringing every decision back to you.

04

AI agents

Build a digital workforce around the operation

Create custom AI agents to support client onboarding, team onboarding, internal questions, content, follow-up, and the routine work that should not require your constant attention.

05

Automation + visibility

Know what is happening without chasing it

Identify automation opportunities, connect workflows, and create clearer visibility into status, ownership, bottlenecks, and the next move.

06

Live implementation

Build with someone beside you

Weekly live implementation calls give you a place to work through real backend decisions—not another course to purchase and watch alone.

07

Direct support

Get help while you are doing the work

Receive direct guidance, troubleshooting support, a private member community, call replays, templates, workflow resources, and all SevenEighteen digital products.

08

Software + season support

Operate with professional tools and training

Get software setup and navigation training, return-preparation workflow guidance, diagnostics, troubleshooting, feature updates, and professional tax software included.

By Day 30

The backend begins working like a business.

Your build outcomes

  • A documented backend
  • Mapped business processes
  • Identified bottlenecks
  • Organized software and workflows
  • Client and team onboarding systems mapped
  • SOPs and searchable knowledge base in development
  • Custom AI agents supporting real operational needs
  • Automation opportunities identified and prioritized
  • A digital workforce beginning to move routine work forward
  • Weekly live implementation and direct support
  • Professional tax software included

Your next move

Ready to move from chaos to control?

Join the SevenEighteen Collective and begin your 30-Day Backend Build.

Join the Collective