A Step by Step Guide to Opening Your Own Bookkeeping Franchise

Supporting Strategies bookkeeping franchise opportunities are expanding all over the nation! The process to open a Supporting Strategies franchise is streamlined and straightforward, so you can follow a predictable set of steps to open your business.

Following these seven steps takes you from where you are now to business ownership. Take a look at our guide to getting started.

Bookkeeping Franchise Opportunities

1. Submit a Request for More Information

The first step in our process is submitting a request for more information. The request for more information simply requires that you submit your contact info so that we can get in touch with you. When we receive your request, a member of our team will send you introductory materials and set up a meeting with our franchise development experts.

2. Meet with Franchise Development Team

Your meeting with the franchise development team is your first introduction to our brand. During this meeting, we will ask you some basic questions about you to determine if you are a good fit for our brand. Making good matches is important to us, so we like to learn as much about you as possible including:

  • Your background
  • Your goals as a franchisee
  • Your territory

Take the opportunity in this meeting to ask questions of your own about our brand and processes. Once you have the answers to your lingering questions, you are ready to submit a franchise application.

3. Submit Franchise Application

Ours is a standard franchise application, asking in-depth questions about you to further determine your eligibility to be a Supporting Strategies franchisee. The goal of the application is to get detailed information about you and any partners who may be going into business with you (like a spouse or business partner).

4. Review Disclosure Document

The Franchise Disclosure Document, or FDD, is an important document that all our applicants must read. In order to have a full understanding of our bookkeeping franchise opportunities, read through and study the FDD. Financial information, contract details, and many more details are included in this important document; this information gives you a full understanding of our brand, so that you are ready to sign the franchise agreement.

5. Sign Franchise Agreement

Once your application has been approved and you have read the FDD, you are ready to sign the franchise agreement! This is an exciting step in the process, and signing the agreement marks the moment you become a Supporting Strategies franchisee. After you sign the franchise agreement, it is time to get started building up your business. The first step is to attend training.

6. Attend Training

Quality training is the bread and butter of the Supporting Strategies franchise model. In our nearly 15 years in business, we have learned strategies that our franchisees can follow to build up their businesses. In training, you will learn about a variety of topics, including:

  • The products and services we offer
  • Our proprietary software program: Workplace
  • The outsourced financial services industry
  • The marketing techniques that attract clients
  • Our operations manual and best practices

After training, you have the tools to get started. You can start marketing your business, finding clients, and getting ready for your grand opening.

7. Celebrate Grand Opening

Finally, after all the preparation and training, it is time to hold your grand opening! Starting to work with clients and putting all your hard work to good use is an exciting time in the life of a franchisee, and we are excited to be there with you. As you continue to grow your business with more clients and employees, Supporting Strategies is here with ongoing support whenever you have an issue or concern.

The time to take advantage of our bookkeeping franchise opportunities is now! If you are ready to own your own business, fill out our form to get more information!


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