Fiducial | We help your business grow and be profitable.

by Stephen Parezo

Randi Boeje

March 27, 2006—Randi Boeje and her husband, David, are the latest franchisees to join the Fiducial Network when they were recently awarded a franchise for Knoxville, TN.

Boeje completed her training last week at the Fiducial Institute at the company’s Technical and Administrative Support Center (TASC) in Columbia, MD. Despite being a little apprehensive at first, she says the experience has helped prepare her for a new career.

“I’m not a super accountant but everybody at Fiducial makes you feel very comfortable,” said Boeje. “They paced the training very well and it was done in a manner that I did not get overwhelmed.”

Having owned two businesses including a French restaurant and a retail liquor shop in New York, Boeje is no stranger to being an entrepreneur. With over 25 years of sales experience, she seems to have a decided edge in that area where most new franchise owners do not.

“I’ve been in sales almost all of my life,” she said. “I don’t have a fear of canvassing. I started out in a health insurance company walking up and down the street talking to employers. In my very first year, I qualified for the convention which was unheard of at that time.”

Boeje eventually went into banking and became licensed to sell securities and investments. She went independent in 1996 and had about 70 clients that she invested for in health insurance and life insurance programs. For a stretch she even worked in tax services for the Internal Revenue Service.

“That was an interesting experience,” she said.

Seeking the right system

When her husband (a technician for a physics department) was transferred to a laboratory in Knoxville, she decided to take another career path and purchase a franchise office. Her research led her to Fiducial.

“I started looking for a system and the reason I did that was because I wanted the consistency of an income,” she said. “I felt that having a system was going to be the way to learn how to make a formidable business instead of hitting and missing.”

What sealed the deal for her was attending a Discovery Days event at Fiducial where prospective franchisees get to meet Fiducial experts at TASC and learn more about its systems and support staff. After meeting with franchisee Joe Gecinger in Burlington, NC, Boeje says “he convinced me that this was the kind of business I want to be involved in.”

It seems that the Knoxville area represents a choice opportunity for a franchise office offering much-needed services for local small businesses.

“It has become a boom town and they’re building like crazy,” she said. “Right now, there’s a lot of manufacturing of auto parts here and lots of small businesses opening up. It’s a prime area for this kind of business. Our Fiducial franchise is going to offer extensive services.”

Boeje admitted that she’s always wanted to be her own boss. She hopes to open her doors later this year in either September or October and is currently looking for the right office location. It will truly be a family affair when she finally hangs up her shingle with her daughter, Kristine Yancey, moving up from Pensacola, FL, to take on an active role.

“I need somebody that I can depend on and she saw it was an opportunity,” Boeje said. “My key is sales. I want her to do the processing. There’s a lot of opportunity to get involved in the business. Let’s face it; women tend to like to do business with other women. Women listen. They listen to their children and they listen to their husbands. Women undoubtedly will try to find a solution for your problem.”

Helping build the business

David will assume the role of an Information Technology expert for the company while her son, Jason DeLeone, will also be coming down from New York to help her with the data processing side of the business.

Having a successful track record of helping people make money, Boeje will stress to her new clients that it’s important for them not to outlive their income.

“As people get older they are very concerned about outliving their income,” she said. “I can help them not to do that. Once they stop working they’re on a fixed income and can’t possibly live on a 1%-2% yield. I offer them solutions that could give them the ability to lose that fear.”

Through the years, Boeje says she has found all kinds of “fabulous deductions” for clients who never thought they could benefit from having their taxes done.

While there’s plenty to do to get ready for opening day, Boeje says she’s “very excited” to get out there and meet the challenges.

“I plan to meet the chamber of commerce and the women’s groups to help people—that’s what it’s all about,” she said. “An old-fashioned accounting practice likes to keep everybody in the dark because it makes them money. But the concept that Fiducial is doing is making it understandable on a business level where clients can see the benefits we’re going to be able to provide for them. That’s the key to building their business.”

Stephen Parezo is the Media Manager for Fiducial.

Whatever your small business needs, your Fiducial tax and financial professional can analyze your situation and recommend an appropriate action plan. To locate a Fiducial office nearest you on fiducial.com, see the Zip Code Locator located in the upper right hand corner of the page. Do you have a particular topic that we should be writing about that can help your business? Please send your suggestions to: stephen.parezo@fiducial.com.

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