u/Extension-Passage-52

I recently reached out to a few white label Tax Services to help me in my first year with my business. I’m wondering what I should look out for while interviewing them and deciding on the best option. Curious if I need to see what software the use, focus more on the price, or focus on if they have experience in my industry.

For reference, my clients will be a lot of individuals, farms, and small businesses my first year.

I'm in the process of starting my own bookkeeping/tax business in small town Kansas (pop. 1,000) and was hoping for some guidance.

I have a ton of questions as I start this journey, such as:

- I'm taking Quickbooks certification courses through ProAdvisor to help teach me before I accept my first client. I'm currently taking Intuit QuickBooks Certification Level 1, but I didn't know if it's worth taking any more than that after?

- Since I've soft launched my business, I've had a ton of people reach out to me regarding taxes. My plan was to eventually start tax services, but now I'm wondering if I should fast track that and try to get certified before tax season begins. What do you think? I've looked at courses through places like Surgent to help me study.

- Additionally, I've thought about just "White-Labeling" tax services from another firm. I'm not sure if you've ever looked into doing this and/or what your thoughts on it are?
Do you make more money through tax season or bookkeeping?

- How many bookkeeping clients could a single operator theoretically handle?

Overall, I think my biggest fear is that I get a new customer, and I'm not able to handle the services I promise them. I’m only able to do this PT for the time being, but I could probably hire help if needed.

(I also don't have any pricing cheatsheet, so if you have anything you could share, please let me know.)