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Case Study: Providing Comprehensive Bookkeeping Services to a Busy Surgeon

December 6, 2018 / by Leslie Jorgensen posted in Boston, Bookkeeping Services, Case Study Blogs, Healthcare


Like many medical professionals who operate their own practices, Beverly M. Shafer MD, FACS (Fellow, American College of Surgeons), is under tremendous pressure to manage her time as efficiently as possible. "It drives me crazy when there are gaps in the schedule," says Shafer, a renowned plastic surgeon who has practiced on the North Shore of Massachusetts for over 30 years.

Shafer's combination of compassion and surgical artistry has created a high demand for her services. Meanwhile, her practice's back-office functions have become more time-consuming over the years, due to the growing complexity of insurance-reimbursement bureaucracy and a migration from paper-based to digital bookkeeping. Staff turnover compounded the problem; an outside CPA firm wound up doing many basic bookkeeping tasks. That wasn't cost-effective.

Specialized Bookkeeping Services for Healthcare Practices
A business contact encouraged Shafer to reach out to Supporting Strategies Founder and CEO Leslie Jorgensen. "I loved her immediately," Shafer says. A leading provider of outsourced bookkeeping services and operational support, Supporting Strategies began reconciling all of the practice's accounts on a monthly basis, "which is super-complicated, honestly," Shafer says. "They interface with my CPA to provide them the necessary information to do what they need to do, and they also interface with my paychecks company to get my staff paid and make sure that their taxes are correct."

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Case Study: Finding the Right Outsourced Bookkeeping Solution for a Law Firm

October 5, 2017 / by Leslie Jorgensen posted in Boston, Bookkeeping Services, Case Study Blogs


A law firm set up their bookkeeping processes right by hiring professional bookkeeping resources. However, they found that bookkeeping services are not all the same — and they needed to rethink their approach to find a successful solution.

Losing Billable Time
Founded outside Boston in 2002, Company Counsel is a boutique law firm that provides virtual general counsel services to emerging companies, venture funds and angel investor groups.

As their business grew, Company Counsel tried the

 same outsourced approach with their bookkeeping and operational support, working with individual bookkeepers and then a small bookkeeping company. However, the firm's partners were soon spending too much time handling operational matters and answering questions from the bookkeepers — time that could be better spent on client work.

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Fall Bootcamp Series: Business Fundamentals Bootcamp

September 22, 2017 / by Erica Mitchell posted in Boston, Orlando, Southern New Hampshire, Northeast Florida, Merrimack Valley, North Shore Long Island, Bookkeeping Services, Boise Idaho, Brooklyn - Staten Island


Hosted by Supporting Strategies, the Business Fundamentals Bootcamp is designed for the CEOs and CXOs of early- and growth-stage companies. The events include speakers and panelists who lend their expertise on tactical issues and opportunities for growing businesses focused on topics in marketing, finance, law and human resources. View the full schedule online and register to join us at one of these events.

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Software Solutions for Property Accounting

March 1, 2017 / by Kelly Rodrigues-Umbelina posted in Boston, Business Advice


Property accounting, or accounting for residential and commercial properties, has its own unique set of challenges. The tasks of accounts payable and accounts receivable become intertwined with executing leases, managing tenants' billable charges and tracking common area maintenance costs.

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Current Technology Can Streamline Foreign Currency Processing

November 8, 2016 / by Lauren Wilson posted in Boston, Bookkeeping 101


What's the key to being a successful accounting professional today? One answer, according to the American Institute of Certified Public Accountants: "Understand emerging technologies."

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Syncing Harvest with QuickBooks Online

October 11, 2016 / by Kelly Rodrigues-Umbelina posted in Boston, Bookkeeping 101


Working in the bookkeeping services business, I use an array of web-based tools to help my clients. When these programs work well together, keeping organized becomes that much easier. 

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The Why, What, and How of Saving Receipts

August 5, 2016 / by Jacquelyn Wong posted in Boston, Bookkeeping 101


Many of us are aware that saving receipts is an important way to be prepared not only for the annual tax return, but also for a potential audit… but we don’t know much more than that. What makes a receipt relevant to the IRS? Does any receipt qualify? Do I need to save all my receipts or just some of them? 

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Supporting Strategies Client DPLA Featured on White House Blog

July 12, 2016 / by Debra Demeule posted in News, Boston


The latest initiative of the Digital Public Library of America, Inc. (DPLA), a long-time Supporting Strategies client, was recently featured on the official White House blog.

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Three Things to Do When Starting Your Own Business

June 24, 2016 / by Danielle Huffstetter posted in Boston, Tips for Startups


Congratulations on deciding to start a new business! It is empowering to become your own boss and to pursue your dream of starting a business. However, there is a lot to learn about setting up a business, and there is a lot that needs to be done in the beginning. Here are three tips from a bookkeeping services professional on how to give your business a financial head start:

1. Establish a Business Entity
One of your first actions as an entrepreneur should be to establish a business entity–whether it is a Sole Proprietorship, an LLC (Limited Liability Company), or a Corporation. Do your homework and consider consulting a lawyer to find out which type of entity will best serve your business. A Sole Proprietorship is fairly easy to set up, but has more liability than an LLC (which offers protections for the proprietors). Or, it may be preferable to form a corporation, which will better position your company for outside investment. 

2. Open a Separate Bank Account for Your Business
Separating your personal finances from your business finances is a great way to get organized, make tax time easier, and even save money. Set up a bank account that you use exclusively for your business, and also get a credit card that you use only for business expenses. It is helpful to consult with a CPA to learn about business expenses, tax guidelines, and best practices regarding managing your business bank account.
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How Technology is Adding More Value to Your Bookkeeping Services

December 9, 2015 / by Anna Sokolinkski posted in Boston, Bookkeeping Services


In recent years, the accounting industry has been flooded with a wave of new technology solutions that have really shaken up the way we do things. It might seem natural to wonder if these developments are slowly replacing the bookkeeper to the extent that, sometime down the line, computers will do all of the work that bookkeepers have typically done. Speaking on behalf of bookkeeping services providers everywhere, these technologies are something to celebrate rather than to worry about. These new technology solutions are enabling us to automate the experience of routing and entering accounting transactions and have also allowed us to move our clients' books and records to the cloud, which allows us to focus on helping our clients keep their businesses on track and also gives us all real-time access to the information to make decisions and keep the business' operations moving.

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