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Everything a Bookkeeping Services Franchisee Needs to Know about WorkPlace™

Jun 6, 2018 11:56:00 AM / by Steve Schultz

When choosing a bookkeeping services franchise, you want to partner with a company that makes the bookkeeping process as easy as possible, and gives you the tools to succeed. With WorkPlace, our proprietary workflow management software, we equip our franchisees with the latest technology to make every aspect of running your business smoother. In the bookkeeping industry, precision, organization, and transparency are incredibly important. You need to have your clients’ data at your fingertips at all times, and be capable of delivering accurate payroll and financial information with little delay. WorkPlace allows you to do that.

The WorkPlace Advantage

WorkPlace has played a vital role in helping Supporting Strategies become a leader in the bookkeeping business. We are strong believers that to be truly successful, you need a sophisticated, cutting-edge technology toolset that allows you to seamlessly manage a variety of bookkeeping processes. WorkPlace allows franchises one-stop access to everything you need to effectively run your bookkeeping services franchise from one easy-to-use application. It offers real-time, role-based visibility into all client engagements, and makes owning your own bookkeeping services franchise more manageable. Here are a few of its main benefits.

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Business Management

WorkPlace makes it easy to track employee time and create invoices for client billing. It also helps you utilize payroll data and analyze budget variances.

Team Management

One of the primary benefits of WorkPlace is its capacity for helping you manage team budgets, employee demographic data, and more.

Client Management

When it comes to conveniently storing and retrieving client information, WorkPlace gives you all the tools you need. It also provides easy access to the specific procedures needed to serve each client.

Task Management

Having quick, easy access to client information is essential. WorkPlace allow you to consolidate critical client information, and have it ready to access at a moment’s notice.

Third-Party Software

WorkPlace isn’t the only piece of technology we’re proud of at Supporting Strategies. In addition to our proprietary software, Supporting Strategies Franchisees also have access to third-party software, designed to make it even easier to deliver quality bookkeeping services.

Toolbox

Our technology toolbox is a comprehensive array of integrated solutions for client management, including cloud-based accounting tools that help manage our clients’ general ledger, payables and receivables transaction processing, document management, financial reporting and more.

Business Development

Hubspot CRM is a great tool for organizing and enhancing visibility into your contacts, networking efforts and sales pipeline. It can play a vital role in helping you organize, track, and nurture your leads and customers. 

If you’re excited about taking advantage of cutting-edge technology to take your bookkeeping services franchise to the next level, Supporting Strategies might be a good fit for you. Reach out to us to learn more about our franchise opportunity.

Topics: Bookkeeping Services

Steve Schultz

Written by Steve Schultz