Maximize Funding: Ace your accounting agency pitch deck!

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  • Issue
  • Solution
  • Market validation
  • business model
  • Competition
  • Founding team
  • Traction
  • Fundraising


The problem we are trying to solve is the inefficiencies and high costs associated with small business bookkeeping. As a small business owner, you know how difficult it can be to do your accounting, especially if you are not a qualified accountant.

Let me tell you a story about a small business owner named Chloe. Chloe runs a small clothing store and has been in business for five years. During this time, she struggled to keep her books up to date. Chloe finds accounting to be a tedious and time-consuming process, and she often finds herself behind her tasks.

Chloe’s accountant charges her a high hourly rate, and she can’t afford to hire a full-time accountant. Chloe must rely on her memory and notes to keep track of her income and expenses. Unfortunately, she often forgets certain transactions, which creates discrepancies in her books. This makes it difficult for Chloe to clearly understand the financial situation of her business – which can be worrying for any business owner.

  • What is the problem? The inefficiencies and high costs associated with small business accounting.
  • What is the relevance of the problem? It is highly relevant for small business owners who struggle with accounting and don’t have the financial resources to hire full-time accountants or pay high hourly rates.
  • What is the current solution for the problem? The current solution is to hire a full-time accountant or accountant, which can be expensive for small businesses. They can also use accounting software, but it requires a steep learning curve, and not every small business owner has time to learn how to use it.
  • Why does the problem exist? The problem exists because small business owners often struggle with accounting and don’t have the financial resources to hire full-time accountants or pay high hourly rates. Additionally, accounting software can be complex and time-consuming to learn, and not all small business owners have the time to learn how to use it.

Solution / value proposition

Our accounting agency provides an end-to-end digital solution that streamlines the accounting process, making it more efficient and profitable for businesses. Traditional accounting is time consuming, prone to human error and requires ongoing engagement with individual accountants. In contrast, our innovative platform replaces documents with a user-friendly interface, automated processes and real-time analytics.

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Our platform offers user-friendly features and tools that allow users to submit receipts, view real-time analytics, track expenses and invoices, and receive organized reports. Our platform also allows businesses to manage inventory, payroll, and tax reporting. By adopting our platform, companies save time, money and improve their efficiency.

Our digital solution is so good that customers will do anything to use it. Not only will businesses save time and money, but they will also experience peace of mind and gain access to secure and reliable accounting solutions.

Once customers have used our solution, they will feel comfortable that their finances are being accurately tracked and taken care of. They no longer have to wade through piles of paperwork, but can rely on our platform for efficient and accurate record keeping.

Our solution is amazing because it frees up time for business owners to focus on their core operations, while we handle the accounting for them. Our platform is flexible, customizable and can easily integrate with existing systems.

  • Does it solve the problem addressed? Yes, it replaces outdated manual accounting with digital automated solutions to save time, money and reduce human error.
  • Is the solution so good that the customer will do anything to get it? Yes, businesses will see the value and benefits of our platform and adopt it for efficient and secure accounting.
  • How will the customer feel after using the solution? Customers will feel relieved and at ease knowing that their finances are accurately tracked and secure.
  • Is the solution amazing? Yes, it’s flexible, customizable and user-friendly, allowing businesses to focus on their core operations while we handle the accounting for them.

Our journey of finding this solution started with a deep understanding of the accounting issues that businesses face. We have used our extensive industry knowledge and experience to create an innovative solution tailored to business needs. We also recognized that businesses may have unique requirements and designed our solution to be customizable to meet their individual needs.

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We are convinced that our solution is the best option for companies that require efficient and reliable accounting solutions. Our digital platform ensures reliable and secure accounting solutions, allowing businesses to focus on growing their operations.

Market validation

Our accounting agency targets the small business market, which represents over 99% of all businesses in the United States. The total size of the addressable market for our services is estimated to be approximately billion, with an annual growth rate of 8-10%. This represents a significant opportunity for us to capture a reasonable share of the market.

A key factor driving the growth of the market is the increasing complexity of tax and accounting regulations, which are becoming difficult for small business owners to navigate on their own. Additionally, many small business owners lack the expertise and time to manage their financial records, leading to errors, penalties, and cash flow issues.

Our market research shows that the average small business spends ,000 to ,000 per year on tax and accounting services. Our agency intends to offer affordable, customized accounting and tax preparation solutions that meet the specific needs of small businesses, ranging from startups to mature businesses.

Another significant market trend is the growing adoption of cloud-based accounting solutions, which offer greater flexibility, scalability, and security compared to traditional desktop software. Our agency’s cloud-based accounting platform provides easy access to financial information anytime, anywhere, and from any device.

Our agency’s value proposition is compelling, given the significant pains and challenges small business owners face in managing their financial records. By outsourcing bookkeeping tasks to our experienced professionals, small businesses can free up their valuable time to focus on core business and grow their businesses.

Our research also reveals that the majority of small businesses are willing to spend around 0 to 0 per month for bookkeeping services. Our agency’s pricing model is transparent and competitive, with a monthly subscription fee that depends on the level of service required.

business model

Our bookkeeping agency operates on a subscription-based model, providing monthly bookkeeping and bookkeeping services to small and medium-sized businesses. Our pricing structure is based on the number of monthly transactions and the complexity of the accounting work involved.

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Our team of experienced and qualified accountants provide customized accounting services to meet the unique needs of each of our clients. We use cloud-based accounting software to provide 24/7 access to financial records and reports, ensuring clients have information at their fingertips.

Our revenue streams are generated from our monthly subscription fees, which are billed on a recurring basis. Our pricing tiers vary depending on the level of complexity and scope of services provided, with our most basic package starting at 0 per month.

We also generate revenue through additional services such as revenue preparation, financial analysis and financial advice. These services are added to our clients’ subscription packages as needed, generating additional revenue for our agency.

Our total annual revenue is expected to be million over the next two years of operation. This revenue projection is based on our current pricing structure and projected customer growth.

To ensure long-term revenue growth, we have also developed additional revenue streams through partnerships with complementary service providers, including legal and marketing. These partnerships allow us to offer additional services to our clients, generating additional revenue for our agency.

In summary, our subscription-based model and additional service offerings provide diverse revenue streams for our accounting agency, allowing us to generate consistent and scalable revenue over time.


In the accounting agency market, there are a variety of competitors that offer similar services. Our main competitors include traditional accounting firms, virtual accounting agencies and independent accountants. Each has its own strengths and weaknesses.

Traditional Accounting Firms: These firms have longstanding relationships with clients and often offer a wide range of services beyond accounting. However, they can be expensive and lack the agility and flexibility of newer agencies.

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Virtual Accounting Agencies: These agencies, like ours, operate remotely and focus solely on accounting services. However, some may not have the experience or expertise to handle complex accounting tasks or offer custom solutions to clients.

Independent Accountant: Freelancers often offer competitive pricing and flexibility, but they may not have the resources or support of a full-service agency. Additionally, freelancers may not have the expertise to provide in-depth financial analysis or reporting.

Although our competitors have their strengths, we believe we have a unique market advantage. Our agency combines the best of both worlds with our team of experienced accounting professionals who provide a personal and personalized approach to clients.


  • We offer a dedicated accounting team rather than just one person, allowing us to provide more comprehensive services and better support to clients.
  • We use the latest technologies to streamline processes and provide real-time access to financial information.
  • We offer a transparent pricing model with no hidden fees, giving customers peace of mind and control over their budget.
  • We focus on building strong, long-term relationships with our clients, providing consistent communication and support to help their business thrive.

Currently, our main challenge is to lose potential customers to competitors who offer lower prices. However, we believe that our personalized solutions and exceptional services will continue to set us apart from the competition and attract customers who value quality over price.

Founding team

The founding team of our book agency is made up of experienced accounting, bookkeeping and entrepreneurial professionals. We believe our combined skills and experiences position us to deliver the success and growth our business deserves.

  • John Smith is our founder and CEO. He holds a bachelor’s degree in accounting and more than 10 years of accounting and bookkeeping experience. John has previously worked as an accountant and accountant for several small businesses, and his expertise in compliance and accounting regulations will be helpful in ensuring our agency remains legally compliant.
  • Anne Johnson is our Chief Financial Officer. Anne holds a bachelor’s degree in finance and has worked as an accountant and finance manager for over 12 years. His experience in budgeting, forecasting and financial planning will be instrumental in maintaining the profitability and financial stability of our agency.
  • Michael Lee is our Chief Technology Officer. He is an experienced software developer and holds a master’s degree in computer science. Michael previously worked as a software developer for several startups and has extensive experience in developing cloud-based software solutions. His expertise will be essential to develop our online accounting platform.
  • Susan Chen is our Marketing Manager. Susan holds a Bachelor of Business Administration and over eight years of marketing and branding experience. She previously worked as a Marketing Director for several startups, and her expertise in strategic marketing plans and creative campaigns will be vital to our agency’s success in client acquisition and brand recognition.
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The primary objective of our team slide is to instill confidence in our investors regarding our skills, experience and track record. We believe that our team’s combined experience of over 40 years in accounting, accounting, software development and entrepreneurship makes us the ideal team to meet the challenges ahead, ensuring the growth and success of our accounting agency.


Our traction slide displays key metrics demonstrating that our accountancy firm is on the path to success, as shown below:

  • Monthly Recurring Revenue (MRR) has increased by 40% in the past six months alone, demonstrating that our customer base is growing and the value of our services is recognized.
  • Customer satisfaction ratings have consistently remained at 95% or higher, with many positive customer testimonials received weekly.
  • User acquisition costs decreased by 15% per month due to improved marketing and advertising strategies.
  • Churn has been steady at just 2% over the past year, demonstrating that our clients stay with us for the long term because of our diligent and reliable accounting services.

These metrics indicate that we are successfully executing our business model and delivering value to our customers. The accounting market is growing rapidly with the rise of entrepreneurship and the gig economy, creating a significant opportunity for our services.

Our strategy to achieve growth includes expanding our range of accounting services to cater to various business types and organizational structures. We plan to partner with industry leaders to enhance our credibility and increase our reach. In addition, we are developing a referral program, which protects our satisfied customers to recommend our services to their network.

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With these strategies in place and a proven track record of success, we believe our accounting firm is well positioned to capitalize on the booming accounting market and continue to grow and thrive over the long term.

Fund raising

Our accounting agency is poised for growth, and we are seeking million in funding to reach our next big milestone. We believe in our company’s mission and our team’s ability to create a successful platform that will enhance the business accounting experience.

Funds raised will be used for:

  • Product Development: 50% of the funding will go towards product development, which allows us to finalize and launch our platform.
  • Marketing: 30% of funds will be allocated to our marketing efforts, expanding our market reach and customer acquisition.
  • New Employees: 20% of funds will be used to build our team, hiring additional developers, customer service professionals, and sales reps.

With this investment, we expect to achieve several key milestones:

  • Select a beta release of our accounting platform within the next six months, delivering enhanced accounting capabilities to our customers.
  • Acquire at least 100 new customers in the first year of operation.
  • Expand our offerings to include more advanced accounting features, meeting the needs of our growing customer base.

We are confident that the experience and expertise of our team, combined with the financing offered, will help us achieve our goals and take our accounting agency to the next stage of growth. We are open to discussing additional funding opportunities in the future with the right strategic partners.

Maximize Funding: Ace your accounting agency pitch deck!

Pitch Deck Template that gets you funded!

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