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Supporting Strategies Franchise FDD, Costs & Fees (2026)

Supporting Strategies provides outsourced bookkeeping and operational support services, helping businesses manage their finances and streamline operations.

KEY FRANCHISE STATS

Franchisees

?

98
+
-2%
-2%
Franchise fee

?

$60,000
Investment

?

$75,000 - $98,000
Revenue (AUV)

?

Undisclosed

$434,000

+
n.a.
n.a.
Upgrade

Founded in 2004 by Leslie Jorgensen in Greater Boston, Massachusetts, Supporting Strategies began with a mission to provide outsourced bookkeeping and operational support to local businesses. Recognizing the growing demand for flexible, high-quality financial services, the company launched its first franchise in 2013.

Today, Supporting Strategies is headquartered in Beverly, MA, and boasts over 100 independently owned and operated franchises across the United States.

Supporting Strategies offers a comprehensive suite of services, including accounts payable and receivable, bookkeeping, financial reporting, payroll administration, and controller-level support.

These services are delivered by seasoned professionals utilizing secure, cloud-based technology and a proprietary workflow management system called WorkPlace™, ensuring efficiency and scalability for clients.

Initial investment

The initial investment required for a Supporting Strategies franchise is $75,000 - $98,000. That is the total cost you would need to finance if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.

Type of Expenditure Amount
Initial Franchise Fee $60,000
Real Estate See Note
Equipment and Furniture $0 to $500
Supplies & Misc. Expense $0 to $250
Insurance $2,850 to $3,000
Virtual Cloud or Virtual Key (2 users for first 3 months) $600 to $1,200
Internet Access $120 to $240
Legal $1,000 to $3,000
Additional Funds (first 6 months) $10,000 to $30,000
Total $74,570 to $98,190

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Type of Expenditure Amount
Initial Franchise Fee $60,000
Real Estate See Note
Equipment and Furniture $0 to $500
Supplies & Misc. Expense $0 to $250
Insurance $2,850 to $3,000
Virtual Cloud or Virtual Key (2 users for first 3 months) $600 to $1,200
Internet Access $120 to $240
Legal $1,000 to $3,000
Additional Funds (first 6 months) $10,000 to $30,000
Total $74,570 to $98,190

Franchise Disclosure Document

Below is Supporting Strategies's 2023 Franchise Disclosure Document. Upgrade to Pro or purchase the FDD to view and download the document.

Number of units

Supporting Strategies had 98 total units in 2023, of which 98 were franchised-owned and 0 company-owned.

Frequently Asked Questions

Competitors

Below are some of

Supporting Strategies

key competitors in the

Tax

sector.

Franchise
Franchisees
Royalty fee
Total investment
Revenue
Upgrade
EBITDA
Upgrade

98

New
+
-2%
-2%

10.00%

$75,000

-

$98,000

$434,000

n.a.

$xxx,xxx

n.a.

xx%

n.a.

Training

Supporting Strategies provides structured training to ensure its franchisees are prepared to operate their bookkeeping and controller services business effectively. The training programs are outlined as follows:

  1. Initial Franchisee Training Program: This is a mandatory program franchisees must complete to the franchisor's satisfaction before launching operations. Upon completion, the franchisee gains access to the proprietary Operations Manual, which contains all systems, procedures, and standards vital for running the business.
  2. Operations Manual Access and Updates: Franchisees are provided with the most recent version of the Operations Manual via a secure intranet. This manual is updated regularly, and franchisees must implement any new or revised standards to stay compliant with the franchise system.
  3. Confidentiality and Staff Training: Franchisees must ensure that their staff—such as Managing Directors, General Managers, and Financial Operations Associates—sign a Non-Disclosure, Non-Solicitation, and Non-Competition Agreement. This reinforces the importance of confidentiality and ensures all key personnel are aligned with operational standards.

Territory Protection

Supporting Strategies grants its franchisees a Designated Territory, but this does not amount to exclusive territorial protection. While the franchisor agrees not to establish or license another Supporting Strategies franchise within your Designated Territory during the term of your agreement, this protection is limited.

Franchisees retain the right to passively attract clients from outside their territories, and others—including the franchisor—can do the same within yours.

Despite this limited protection, Supporting Strategies retains broad rights to use or develop other trade names and trademarks, and to engage in activities like mergers or acquisitions involving similar businesses within your territory.

Competitors

Below are some of Supporting Strategies's key competitors in the Tax sector.

Decimal

Franchisees

?

0
+
n.a.
n.a.
Investment

?

$46,000 - $1,111,000
Revenue

?

Upgrade

Ledgers

Franchisees

?

4
+
-43%
-43%
Investment

?

$28,000 - $70,000
Revenue

?

Upgrade

Fiesta Insurance

Franchisees

?

219
+
-11%
-11%
Investment

?

$88,000 - $172,000
Revenue

?

Upgrade

Liberty Tax Service

Franchisees

?

1813
+
-15%
-15%
Investment

?

$42,000 - $61,000
Revenue

?

Upgrade

Transworld Business Advisors

Franchisees

?

452
+
19%
19%
Investment

?

$104,000 - $131,000
Revenue

?

Upgrade

Supporting Strategies

Franchisees

?

98
+
-2%
-2%
Investment

?

$75,000 - $98,000
Revenue

?

Upgrade

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