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Wald Earns Supporting Strategies President's Club Award

June 14, 2016 / by Gina Sabelli posted in Corporate, Santa Monica, Los Angeles


Presidents_club-1.jpgMark Wald, Managing Director of both Supporting Strategies | Santa Monica and Supporting Strategies | Los Angeles, has earned the company's inaugural President's Club Award. The announcement was made at Supporting Strategies' annual meeting, held in May 2016.

The President's Club Award recognizes outstanding business development, sales and service by a Supporting Strategies Franchisee. Wald, one of 40 company Franchisees, launched the Santa Monica office in 2013 and the Los Angeles office in 2016.

"We're incredibly proud of Mark's success. His accomplishments reflect our commitment to excellence when it comes to supporting small businesses," says Leslie Jorgensen, Supporting Strategies Founder and CEO. "Mark has consistently ensured his clients receive the high level of service that helps their businesses to thrive."

Supporting Strategies has provided efficient and effective bookkeeping and operational services to growing businesses since 2004. The company's annual meetings are held in conjunction with the Scaling New Heights conferences for small business advisors.

If you are with a business in Greater Los Angeles and would like to discuss outsourcing your accounting needs, please contact Mark Wald at or 310-625-6262.

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Supporting Strategies Named One of 'Top 200 Franchises'

March 25, 2016 / by Steve Schultz posted in Corporate


Steve-Shultz-for-web.jpgWith hundreds of franchise brands in the United States, we were thrilled to see that Supporting Strategies ranked among the top 200 franchises in a new report by Franchise Business Review.

Franchise Business Review compiled its list by surveying "28,000 franchisees representing 339 franchise brands," according to a press release. "Franchisees who participated in the free survey were asked 33 benchmark questions about their experience and satisfaction regarding critical areas of their franchise systems including training & support, operations, franchisor/franchisee relations, and financial opportunity."

Supporting Strategies was one of 14 franchises listed in the Business Services category and the only one providing bookkeeping services. We began offering franchises in 2013 and now have 35 franchisees operating 50 locations.

"I'm really excited to be included in this list, and I'm happy that our franchisees are happy," said Leslie Jorgensen, Supporting Strategies Founder & CEO. "It's validation for all the hard work that our support team puts in every day to make our franchisees successful."

Among the many positive highlights of the Supporting Strategies survey results, Jorgensen noted two that were particularly gratifying:

  1. Core values: Our franchisees gave Supporting Strategies a 4.8 (out of 5) for core values. "That's great to see," Jorgensen said. "It speaks to how dedicated our corporate team is to the success of our franchisees, whether that means helping them hire a new associate, prepare for a call with a potential client or get a new client on-boarded and into their system. By doing all that tactical work, our core values really shine through."
  2. Work-life balance: 79% of our franchisees described their work-life balance at Supporting Strategies as "balanced" or "very balanced." "Since our inception 12 years ago, we've been all about providing accounting professionals with the flexibility to balance their work and home lives," Jorgensen said. "Now we're giving entrepreneurs the same opportunity to enjoy those benefits as owners of our franchises. They have great flexibility in determining their own schedule, work style and more."

Be sure to check out the Supporting Strategies survey results for yourself!

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Supporting Strategies Named One of Hubdoc's Top 50 Cloud Accountants of 2015

March 21, 2016 / by Leslie Jorgensen posted in Corporate


Hubdoc.pngSupporting Strategies is pleased to have made Hubdoc's list of the Top 50 Cloud Accountants of 2015. Calling Supporting Strategies "a powerhouse," the roundup recognizes "bright and inspiring accounting professionals" who lead in bringing cloud accounting services to small and medium-sized businesses.

We're especially proud about the shout-out because we're big fans of Hubdoc. Their document management technology, which we began using in January, has allowed us to super-charge our source document collection and processing. For our Associates, this streamlining means less time spent shuffling around electronic documents and more time adding value for clients.

Improving outdated processes is at the heart of what we strive to do for every client, so we're happy to have earned this recognition from a vendor that excels at it.  

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Supporting Strategies Client ClearView Audio Raises $1M in New Equity Funding

July 20, 2015 / by Paul Audet posted in Client Profiles, Corporate


Paul_AudetSupporting Strategies client ClearView Audio is making waves with its award-winning Clio™ speaker, and we couldn't be happier for them.

A recent Boston Business Journal article described the company's success in securing $1 million in investments. The Clio, an ultra-thin, acrylic, wireless speaker, was unveiled at the 2014 International Consumer Electronics Show (CES) in Las Vegas.

Supporting Strategies has worked with ClearView Audio since November 2013, with Financial Operations Associate Sharon Skahen providing bookkeeping and operational support. Sharon's work has included accounts payable management, payroll administration through Paychex, bank reconciliations and other month-end closing work.

"ClearView Audio relies on Supporting Strategies to manage a number of our operational needs," said ClearView Audio CFO Gregory Galliford. "We value their assistance highly, as it allows us to focus on strategic priorities such as product development, strategic partnerships and fundraising."

The Clio earned Best of CES2014 recognition at the Las Vegas unveiling and went on to win the 2015 Edison Gold Award and the Red Dot 2015 Product Design Award.

We send our congratulations to ClearView and look forward to continuing our relationship as the company continues to grow and thrive.

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Business Book Recommendations from Three EY Entrepreneur of The Year Award Finalists

June 3, 2015 / by Gina Sabelli posted in Our People, Corporate


As I reported a couple weeks ago, Supporting Strategies founder and CEO Leslie Jorgensen was named a finalist for the EY Entrepreneur Of The Year® 2015 Award in the New England Region.

Award winners will be announced on Thursday, June 4. In advance of the event, we thought it would be fun to pose a question to a few of the finalists: What are one or two of your favorite business books? And what did you learn that has contributed to your success as an entrepreneur?

We'll get things started with Leslie's recommendations …

Getting Things Done by David Allen: As the CEO of a fast-growing business and mother of three boys under the age of 10, effective time management is critical to my success (and sanity). Allen's approach to email management was literally life-changing: "Do it, Defer it, Delete it, Delegate it!"

Quiet: The Power of Introverts in a World That Can't Stop Talking by Susan Cain: This book has really helped me frame my own leadership skills, accounting for the unique qualities that introverts like me bring to the table.

Robert_GlazerRobert Glazer
Founder & Managing Director, Acceleration Partners

Atlas Shrugged by Ayn Rand: One of the most influential books I have ever read. It does a great job of capturing the entrepreneurial spirit and the courage it takes to make a new idea successful when the rest of the world doesn't see your vision.

The 4-Hour Work Week: Despite its title, Tim Ferris' best seller teaches us how to get out of the day-to-day of our business, work on the business from 30,000 feet and design a work/life balance that is not about just enjoying yourself in retirement.

Nathan_EagleNathan Eagle
Co-founder & CEO, Jana

I generally have absolutely no patience for traditional business books. However, there is one particular business book that I found extraordinarily insightful: The Hard Thing About Hard Things by Ben Horowitz.

Ben gets it. He understands what it is like to be in my shoes because he has been on the rollercoaster as well, seeing his company through the very bad times and the very good. The book contains no academic theorizing; rather it presents a first-hand, authentic perspective on what it is really like to be an entrepreneur. 

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Supporting Strategies' Leslie Jorgensen Named an EY Entrepreneur Of The Year 2015 Award Finalist

May 20, 2015 / by Gina Sabelli posted in Our People, Corporate


Leslie-Jorgensen-for-webEY announced last week that Supporting Strategies founder and CEO Leslie Jorgensen is a finalist for the EY Entrepreneur Of The Year® 2015 Award in the New England Region.

Now in its 29th year, this awards program recognizes entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance and personal commitment to their businesses and communities. Jorgensen was selected as a finalist by a panel of independent judges.

Award winners will be announced at a special gala event on June 4, 2015, at the Boston Marriott Copley Place.

"It's a thrill to be honored by a respected organization like EY and to be part of such an impressive group of finalists," said Jorgensen.

Regional award winners are eligible for consideration for the EY Entrepreneur Of The Year National program. Award winners in several national categories, as well as the EY Entrepreneur Of The Year National Overall Award winner, will be announced at the annual awards gala in Palm Springs, California, on November 14, 2015. The awards are the culminating event of the EY Strategic Growth Forum®, the nation's most prestigious gathering of high-growth, market-leading companies.


Founded and produced by EY, the Entrepreneur Of The Year Awards are nationally sponsored by the Ewing Marion Kauffman Foundation and SAP America.

In New England, sponsors also include Red Thread, Goodwin Procter LLP, Nixon Peabody LLP, fama PR, RR Donnelley, True Capital, Scherzer International, The Isenberg School of Management at the University of Massachusetts Amherst, Morgan Lewis & Bockius LLP, Accounting Management Solutions, Inc., T3 Advisors and Murray Devine & Company.

About EY Entrepreneur Of The Year®

EY Entrepreneur Of The Year is the world's most prestigious business award for entrepreneurs. The unique award makes a difference through the way it encourages entrepreneurial activity among those with potential and recognizes the contribution of people who inspire others with their vision, leadership and achievement. As the first and only truly global award of its kind, Entrepreneur Of The Year celebrates those who are building and leading successful, growing and dynamic businesses, recognizing them through regional, national and global awards programs in more than 145 cities in more than 60 countries.

About EY's Strategic Growth Markets practice

EY's Strategic Growth Markets (SGM) practice guides leading high-growth companies. Our multidisciplinary teams of elite professionals provide perspective and advice to help our clients accelerate market leadership. SGM delivers assurance, tax, transactions and advisory services to thousands of companies spanning all industries. EY is the undisputed leader in taking companies public, advising key government agencies on the issues impacting high-growth companies and convening the experts who shape the business climate. For more information, please visit us at, or follow news on Twitter @EY_Growth.

About EY

EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit

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Supporting Strategies Launches Partnership with Remodelers Advantage

May 12, 2015 / by Indre Bauza posted in News, Corporate, Northern Virginia


Remodelers_AdvantageI'm pleased to announce that Supporting Strategies - Northern Virginia has joined forces with Remodelers Advantage, a Maryland-based support organization for owners of remodeling businesses. Remodelers Advantage has worked with thousands of firms of all sizes to help business owners improve company performance along with their quality of life.

Our partnership came about thanks to Supporting Strategies vice president of franchise development Steve Schultz, who developed a relationship with Remodelers Advantage and made the introduction.

We look forward to this opportunity to reach a new audience — and to delivering a valuable service that will benefit all involved.

See the official Remodelers Advantage announcement.

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How Long Should You Hang on to Records, Receipts, Reports and Registrations?

April 2, 2015 / by Leslie Jorgensen posted in Small Business Advice, Corporate


Leslie-Jorgensen-for-webAccounting and business advisory firm Kahn, Litwin, Renza & Co. offers a handy record retention guide that lays out how long to keep records of all kinds. Time cards for hourly employees? Four years. Expired contracts and leases? Seven. Accident claims? Forever and always.

I bet you'll find yourself consulting this two-page resource more often than you think. Share it with clients to save them time, effort and storage space — and save you more than a few phone calls.

You can download this guide at the KLR website.

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Supporting Strategies Client Sells for $75M

January 14, 2015 / by Leslie Jorgensen posted in Corporate


SmartererWe often boast about the value our clients bring to the marketplace, but it's nice to see our opinions backed up by hard numbers. Boston-based Smarterer, a Supporting Strategies client, recently sold for $75 million.

Founded by entrepreneur Dave Balter, Smarterer is an online testing service that assesses job skills. Among other accomplishments, media reports cite Smarterer's success in attracting venture funding: Prior to this news, the business had raised about $4.6 million investment dollars since its founding in 2010.  We've enjoyed watching that impressive growth from front-row seats.

Smarterer was bought by the online tech training company Pluralsight. We look forward to seeing the big things this new partnership brings.

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Volunteering at Boston Civics Day and Talking Shop with a Whole New Audience

January 12, 2015 / by Leslie Jorgensen posted in Boston, Corporate


Generation_CitizenAs business development manager for Supporting Strategies – Boston, Jared Gould's days are filled with opportunities to discuss goals, challenges and strategy with people in different fields. A recent day spent at the Massachusetts State House touched on similar themes with a very different — and much younger — audience.

Jared was invited to serve as a judge for Boston Civics Day, an annual event held by the

not-for-profit group Generation Citizen. A connection of Jared's from the Cambridge Innovation Center, Robin Hamilton of Boston Business Operations Group, suggested his participation.

Generation Citizen works to engage middle- and high-school aged kids with local leaders through community projects. Civics Day is the students' opportunity to showcase the work they've done building solutions to real-world problems in their own neighborhoods. The young people in attendance at this science-fair type event represented a half-dozen different Massachusetts communities.

"I was really impressed with the level of dedication and commitment the students put forth — and on a voluntary basis," Jared said. "The whole experience left me with such an uplifting feeling. I think a lot of young people don't feel they have a voice in the community. This organization is allowing them to see how they can enact change."

The five projects Jared evaluated included efforts to improve bicycle path access and to integrate more racial education into the classroom.

"My role at Supporting Strategies is business development," Jared said. "It was great being able to talk to kids about some of the things that I do — like building relationships. It felt good to be there alongside the 50 or so judges who are part of a community trying to better educate our kids and build up young people in Boston."

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