Supporting Strategies
5.8/10US franchise network that provides outsourced bookkeeping, accounts payable and receivable, payroll administration and controller services to small and mid-sized businesses.
Data last updated November 2026 · Our methodology
Overview
Supporting Strategies is a US outsourced bookkeeping and controller service, not a software package. Leslie Jorgensen founded it in 2004 and it is based in Beverly, Massachusetts. It started franchising in 2013 and now runs through around 100 independently owned local offices. Each client gets a dedicated team that handles day-to-day bookkeeping, bill payment and vendor payments, customer invoicing and collections, and the month-end close. Every month the team delivers a balance sheet, an income statement and a cash flow statement. It also covers payroll, benefits and PTO administration, plus compliance work such as 1099s, sales tax filings and help with audits. Higher-level controller services add KPI tracking, cash flow forecasting, budgets and budget-versus-actual analysis. The firm tracks its own work in WorkPlace, a workflow system it built, and does the books in the client's tools. Partner directories show it working with QuickBooks Online, QuickBooks Desktop editions, NetSuite, BILL, Gusto, A2X and Expensify. Its best fit is a small or mid-sized business, law firm, healthcare practice or nonprofit that wants a local, US-based team in place of an in-house bookkeeper. Prices are not published. Each local office sends a custom quote after a discovery meeting, and the cost depends on transaction volume and the services chosen. The main drawback is the franchise model itself. Competitors point out that team quality, controller depth and pricing can differ from office to office, and independent reviews are scarce. The company also says it is not a CPA firm, so clients need their own CPA for income tax returns.
Our Rating
Who Supporting Strategies is best for
Best software for Small BusinessGood fit
The company aims its outsourced bookkeeping and back-office services mainly at small businesses and has its own small-business industry page.
- Healthcare7/10
It has an industry-specific offering for healthcare practices.
- Legal7/10
It has an industry-specific offering for law firms.
It offers nonprofit services, including grant management and fund accounting.
Less suited
Controller services and a dedicated team suit growing mid-sized firms, but how deep the controller work goes depends on the local office.
It is a franchise bookkeeping service for SMBs and is not built for enterprise finance operations.
Pros & Cons
Pros
- One dedicated US-based team can take over bookkeeping, bill pay, invoicing, collections and payroll administration, so a small business can avoid hiring in-house finance staff.
- Every month the client gets a balance sheet, an income statement and a cash flow statement, and can add KPI dashboards, job costing or inventory reports.
- Controller services include cash flow forecasting, budgets and budget-versus-actual analysis, which is more than basic bookkeeping firms usually offer.
- The team works in common platforms such as QuickBooks Online, NetSuite, BILL, Gusto and Expensify, and it is a BILL Platinum Partner.
- With 20+ years in business and about 100 franchise offices, clients can have local, in-person relationships.
- The two verified Clutch reviews give 5.0 scores for quality, cost and responsiveness, and both reviewers have been clients for several years.
Cons
- No prices are published, so every engagement needs a local quote.
- Because each franchise office runs independently, team quality and controller depth can vary by location.
- Independent reviews are very scarce: Clutch has only two, and the major software review sites have almost none.
- It is not a CPA firm and does not prepare income tax returns, so clients still need a separate CPA.
- No security certifications such as SOC 2 are named on its public pages.
Key Features
Supporting Strategies Pricing
Custom engagement
- Dedicated US-based bookkeeping team
- Monthly financial statement package
- Optional AP, AR, payroll and controller services
- Quote from the local office after a discovery meeting
- Price scales with bookkeeping volume and the services chosen
Frequently Asked Questions
Prices are not published. Each local office proposes a custom hourly rate or package after a discovery meeting, based on the size of the business, its transaction volume and the services it needs. One Clutch reviewer, a startup founder, reported spending under $1,000 per month on monthly bookkeeping.
It is a service. Its staff do the bookkeeping and controller work in your accounting software and track their tasks in WorkPlace, a workflow system the company built itself.
Its BILL partner listing names QuickBooks Online, QuickBooks Enterprise, QuickBooks Pro and Premier, QuickBooks for Mac and NetSuite. It also lists experience with BILL AP and Spend and Expense, Gusto, A2X and Invoice2Go. In 2019 the firm made Expensify its preferred expense-reporting tool.
No. The company says it is not a CPA firm. It handles compliance tasks tied to the books, such as 1099s and sales tax filings, helps with audits, and works with your CPA on tax returns.
You get a dedicated team from a local, independently owned franchise office staffed by US-based professionals. Team members are cross-trained so they can cover for each other.
It focuses on small and mid-sized businesses. It has dedicated offerings for law firms, healthcare practices and nonprofits, and says it has supported more than 4,000 companies.
Similar Tools
See all alternativesQuickBooks Online Advanced is Intuit's top cloud accounting plan. It gives growing small and mid-sized businesses up to 25 users, custom permissions, workflow automation, batch transactions and priority support.
Acumatica is a cloud ERP covering financials, distribution, manufacturing and construction for mid-sized businesses, priced by resources used rather than user seats.
Cloud accounting software from Zoho for small and growing businesses, covering invoicing, bank reconciliation, bills, inventory and financial reporting.
Ranked near Supporting Strategies in Finance Software
See Supporting Strategies in the listSupporting Strategies is #89 in Finance Software by our score.
