About Supporting Strategies Franchise

Supporting Strategies provides outsourced bookkeeping services, controllership services and operational support to growing businesses. This allows you to focus on your core business while we act as an extension of your team. For over 15 years, Supporting Strategies has supported thousands of companies to free up their time and streamline their business. Our experienced U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial analysis, payroll administration and more.

Bookkeeping and financial services franchise opportunities should be based on a proven and successful business model, and that is what we pride ourselves in at Supporting Strategies. Outsourced financial services is a $145 billion dollar industry, and it’s growing by over $10 billion dollars annually. Within that industry is the bookkeeping/payroll sector, which itself generates nearly $80 billion annually and employs almost a million people across the country.

Accurate, efficient bookkeeping is crucial to any company’s success. Our clients not only recognize the value of our skilled, experienced bookkeeping and operational professionals, but also recognize the enthusiasm of our franchisees. Our franchisee partners are dedicated to helping our clients be successful and making a significant contribution to the local business community.

This is your chance to take advantage of the rising demand for bookkeeping and controller-level services among small businesses. Economic growth, healthy equity markets, and an increasing number of new businesses have all contributed to the expansion and profitability of the bookkeeping industry, which is why now is a great time to invest in finance franchise opportunities.

We’ve developed a proven, scalable business model with highly automated systems and processes to deliver cost-effective bookkeeping and controller services to clients. Furthermore, for anyone who has worked for a big financial company, or been employed at a large bookkeeping firm, you will relish our financial services business opportunities that have low overhead. As a Supporting Strategies franchisee, you’re not an employee — you’re our business partner, and we empower you to feel like one.

One of the most attractive aspects of our financial services opportunities is the low cost of operation. Other than insurance, technology, employee payroll and sales and infrastructure costs, it’s extremely affordable to run a Supporting Strategies franchise, and many do it from the comfort of their own home. Learn more about our small business opportunities franchise!

When you Invest in Financial Services Franchise Opportunities with the Supporting Strategies Team, you’ll get:

• Scalable Business Model - A turn-key scalable business model for financial services opportunities
• Map Pin - A defined marketing territory for your Supporting Strategies Bookkeeping Franchise that includes a minimum of 20,000 small businesses (those employing 1-100 employees)
• WorkPlace™ - Access to our proprietary technology platform — Workplace™
• Franchise Training and Support - Talent recruiting support & training programs
• Supporting Strategies University - Access to Supporting Strategies University
• Franchise Support - Support for your team and your clients — includes document management services and a support hotline

With Supporting Strategies, franchisees aren’t just investing in a business — they’re staking their flag in an industry that’s already exploded, and is poised to grow steadily in the coming years. Bookkeeping is an important segment of the industry, which makes it the perfect time to own a bookkeeping franchise. Economic growth has buoyed our industry’s success, and as companies expand there is a rising need for experienced bookkeepers to keep their growing businesses running smoothly. Due to economic growth, healthy equity markets, and an increasing number of new businesses requiring bookkeeping, we expect the industry to remain profitable and continue growing at a healthy pace.

As a valued franchisee, we want you to thoroughly understand the benefits of your investment when opening a bookkeeping business. When you own a bookkeeping franchise you come to expect efficiency, and we make sure your investment yields an immediate, efficient return. Here’s what you get when you invest in a Supporting Strategies franchise:

Exclusive Marketing Territory

With Supporting Strategies you won’t just own a bookkeeping franchise, you’ll also own a designated territory for you to run your business. We’ll set you up with exclusive marketing rights to operate within that territory, and provide you with access to marketing materials to be successful.

Operations Manual

By the time you make your investment you will already have a thorough understanding of the Supporting Strategies mission and values, but to make our day to day processes a little clearer, we supply you with our Operations Manual. The manual covers everything you need to know from our proprietary software and virtual technology stack to hiring procedures. We’re serious about our commitment to make sure our franchisees are well-equipped to succeed.

WorkPlace™ and Supporting Strategies University

One of the franchise benefits we’re proudest of is our proprietary workflow management software. We are strong believers that to be successful, you need a sophisticated, current technology toolset; WorkPlace™ allows you perfect one-stop access to everything you need to effectively run your franchise. Its main benefits are:

• Business Management — Track employee time and create billing invoices for client billing. Also, easily utilize payroll data and analyze budget variances.
• Supporting Strategies University — You will have complete access to our library of video-based courses, as well as customized templates and articles on operations, business development, and bookkeeping.
• Team Management — Let WorkPlace™ help you manage team budgets, employee demographic data, and more.
• Client Management — WorkPlace™ gives you all the tools you need to conveniently store and retrieve client information. It also provides easy access to the specific procedures needed to serve each client.
• Task Management — Having client information at your fingertips is crucial; WorkPlace™ makes it easier than ever to consolidate critical client information.

Virtual Key and Virtual Cloud

Our Virtual Key and Cloud provides every franchisee and team member with the hardware, software, and support they need to succeed in their role. We’re a big believer in staying current with the latest bookkeeping technology. Cloud bookkeeping allows for safer, more efficient and accurate bookkeeping, with updates and information given with up-to-date information.

Marketing Kit

When you succeed, we succeed. Whether it’s brochures, folders, popup banners, website assistance, or business cards, we equip you with what you need to create local awareness of our brand, and promote your franchise. To make the most of your exclusive marketing territory, we encourage you to take full advantage of our suite of marketing resources.

Cohort Assignment

As a new franchisee, it’s important that you feel like part of the Supporting Strategies family. When you sign on with us, you will be assigned to a cohort group with approximately eight other franchisees. This is a continuing, symbiotic relationship, where you are encouraged to support and advise each other in your journeys from new franchisees to successful business owners.

Discovery Experience, Our Discovery Experience includes:

Meet the CEO and Leadership Team

Before you join our team, we want you to feel comfortable with us and understand what services will be at your fingertips. You will virtually meet our CEO and our Support Team, and hear from them directly about the Supporting Strategies franchise experience. The Support Team will be a great resource for you as a new franchisee, so connecting with them in the early stages can be highly valuable.

Learn More About the Franchise Offering

You might have a solid understanding of the Supporting Strategies proven business model, and consumer-facing operations, but we find it useful to really flesh out what franchising entails. Our detailed agenda will address the finer points of the bookkeeping franchise opportunity in a comprehensive way.

Let Us Answer Your Questions

Whether you come to Discovery Day with questions in mind, or think of questions during the webinar, our virtual experience is designed to give you the answers. Our CEO and Support Team are resources we encourage you to use to your advantage.

Discovery Experience Agenda

• The Supporting Strategies Story - Leslie Jorgensen, CEO/Founder
• Your Role as a Franchisee
• How We Support You
• Our Franchise Model
• Final Q&A

TECHNOLOGY

Workflow management systems are becoming increasingly more integral to the success of not only bookkeeping firms, but many companies in diverse industries. This software is meant to make every day processes easier and more accessible by providing an infrastructure to set up, execute, and monitor workflows. Workflow management systems make it easy to create tasks and objectives, coordinate with team members to identify and solve problems, and keep track of deliverables in a meticulous fashion, particularly in the bookkeeping industry, where data is being compiled and synthesized in real-time, and quick access to information is incredibly important.

Because we work extensively with cloud software, our bookkeeping is managed and stored in a centralized, easily accessible remote space. It allows information to be saved immediately and backed up instantly. Real-time access to key financial data is crucial to the success of any business. Cloud bookkeeping allows us to identify and solve issues before they arise, and to develop more sophisticated financial strategies.

Proprietary Software

WorkPlace™, our proprietary workflow management software, has helped Supporting Strategies become a leader in the bookkeeping business. WorkPlace™ allows you to access everything you need to run your franchise from one easy-to-use application. This software provides real-time, role-based visibility into all client engagements. Primarily, it will help you with:

• Business management: Track employee time and create invoices for client billing. WorkPlace also lets you analyze budget variances and utilize payroll data.
• Supporting Strategies University: SSU, our best practices repository, includes on-demand video-based courses and a library with standardized procedures, customized templates and articles on bookkeeping, operations, business development, franchise management and more.
• Team management: Manage your team budgets, employee demographic data and more.
• Task management: WorkPlace puts all critical client information at your team's fingertips. Manage client deliverables and access client-related tasks and email.

Internal Resources

Live support and training are available courtesy of our Support Team. These professionals manage support request tickets, handle document scanning and management, perform IT support and more.

Third-Party Software

In addition to WorkPlace, Supporting Strategies Franchisees can tap into third-party software products like these:

Toolbox: A comprehensive array of integrated solutions available for client management, including cloud-based accounting tools to manage our clients’ general ledger, payables and receivables transaction processing, document management, financial reporting and more.

Business Development: Hupspot CRM features “everything you need to organize, track, and nurture your leads and customers,” according to HubSpot. This is a great tool for organizing and enhancing visibility into your contacts, networking efforts and sales pipeline.

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