Reseller guide · accounting, tax and insurance offices

Accounting, tax and insurance offices: busy when it counts.

Tax season fills these offices with local households and business owners. Banks, realtors and business services want them while money is on their minds.

Apply to become a resellerSee the math

You pay $49 a month per screen plus a one-time $99 setup. The owner pays nothing.

Welcome
Welcome to Summit Tax and Insurance. Ask about a card for your business.
Content by Black Executive Journal
Example screen for an invented business. Watch a live screen

Why an accounting, tax or insurance office is a strong location

  • Tax season brings heavy foot traffic in a short window.
  • Clients are thinking about money, which suits financial advertisers.
  • Many clients are small business owners, who are advertisers themselves.

What the owner gets for free

  • A managed screen

    You set it up on an existing TV and keep it current.

  • Cards of their own

    Deadlines, services and document checklists.

  • Nothing to run

    No subscription, no setup fee and no software for the office to learn.

What one office screen could carry

12 cards: 2 to 3 for the owner, the rest for you to sell. Each is a label, a headline, a line of detail and an optional photo and logo.

  • Owner card · Deadline

    Quarterly taxes are due soon

    Ask us about estimated payments.

  • Owner card · Services

    Bookkeeping from $150 a month

    For small businesses.

  • Sponsored · First Community Credit Union

    Open a savings account with your refund

    Branch on Main Street.

  • Sponsored · Keystone Realty Group

    Thinking of buying this year?

    Free buyer consultation.

  • Open slot

    Your next advertiser

    Every open card is one more sale.

Summit Tax and Insurance and its sponsors are invented examples.

Your advertisers

Who buys a card in an accounting, tax or insurance office

These neighbors want the people already sitting in the room. Offer a card, set your own price, and bill them through the marketplace.

  • A bank or credit unionRefunds need somewhere to go.
  • A realtorClients are reviewing what they can afford.
  • A payroll, printing or business services companyBusiness-owner clients buy all three.
  • A car dealerRefund season is their busiest time.
5
6 of 10
$75
Card income (30 cards)$2,250
Marketplace fee (10%)− $225
Card processing− $74.40
Screen subscriptions (5 × $49)− $245
You keep, every month$1,705.60
A year
$20,467.20
Per screen, a month
$341.12
Setup, once
$495 · paid back in 1 month

An example, not a promise of income. What you earn depends on your market, your prices and how many cards you sell.

How to pitch the owner

  1. 1

    Lead with free

    Offer a managed screen at no cost, with 2 to 3 cards for their own messages.

  2. 2

    Pitch before the rush

    Sign the office in the fall so the screen is live by January.

  3. 3

    Sell seasonal cards

    Cards can start and stop on set dates, so offer tax-season packages.

Questions about accounting, tax and insurance offices

Is it worth it outside tax season?

Insurance and bookkeeping clients visit all year, but traffic is lower. Consider pricing seasonal cards higher and off-season cards lower.

Does the owner pay anything?

No. You pay the $49 a month and the one-time $99 setup. The owner gets the screen and their own cards for free.

Who collects from advertisers?

Advertisers pay through the BEJ marketplace. The 10% fee comes off each payment and the rest goes to your bank.

Other rooms to work

Start with whoever does your taxes.

Apply, place one screen, sell one card. That covers the subscription.

Apply to become a reseller