Fiducial Franchise Business Opportunity

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The Fiducial Franchise: One System for Success

As an operator of a Fiducial franchised business, you will be providing bookkeeping and financial management services, tax services, financial services, business counseling services and payroll services to small business owners and individuals with the advantages and extensive resources only a global industry leader can offer.

PRODUCT LINES: As a Fiducial franchisee, you offer the upper-middle income individual and small business owner all the services they need to effectively manage their finances. Rather than selling individual services, your emphasis is on the relationship, so your clients come to you for all their needs, month-in and month-out, year after year. The five lines of business you will offer are:

  • Accounting & Financial Reporting
  • Business Counseling
  • Tax Services
  • Financial Services
  • Payroll Services

The Market: 120 Million Individuals Across the U.S.

  • Upscale professionals
  • Age 45+
  • $65,000 Household Income
  • Financially astute

THE NEED: Time and task management is the #1 priority for upscale individuals and dual-income families. They want to be astute and aggressive in the management of their financial affairs, but their schedules, and sometimes their knowledge, present significant challenges.

THE ANSWER: Fiducial offers these individuals and families a single source to help them take control of everything from tax planning and filing to investments and retirement planning.

The Market: 20 Million Small Business Owners

  • All industries: retail, manufacturing, services
  • 50 or fewer employees
  • Sales of $5MM or less
  • Franchise/independent

THE NEED: Entrepreneurs are among the most time-challenged Americans. With all of the pressures of establishing product lines and markets, managing employees, servicing customers, marketing and more, it's no wonder that accounting and financial management often fall to the bottom of their list.

THE ANSWER: Fiducial relieves small business owners of the burden of bookkeeping, accounting, and payroll functions - and offers business counseling services as well - allowing the business owner to focus on what they do best: growing the business, and growing their income.


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