Pitch by sector

Accounting firm pitch: example and how to build it

Almost every accounting firm introduces itself the same way: personal service, commitment to deadlines, a qualified team. In a business round, where each conversation is short and the business owner on the other side hears several introductions in a row, those phrases set no one apart. What makes a business owner want to keep talking is realizing, right at the start, that you understand their kind of business and know what bothers them at the end of the month.

This page has the complete pitch of a fictional firm, in 60- and 30-second versions, what each client profile expects to hear and the mistakes that show up most when accountants introduce themselves. If you would rather start from your own firm's data, the pitch generator builds a first version in a few minutes. And if the idea is to bring your own client base together, see the business rounds organized by accounting firms.

What you get

A complete example for accounting, in three versions
Your own 60- and 30-second pitch, generated in seconds
Who you will meet on the other side and what they want to hear
The five mistakes that most often sink a pitch in this sector

Build my pitch

Example: Balanço Norte Contabilidade

A fictional company, to show the structure. Yours is ready in the generator just below.

60-second pitch

about 58 s

I am Ricardo, from Balanço Norte Contabilidade, a firm that serves small service and retail companies. We handle the accounting, the payroll and the monthly filings, but what our clients value most is something else: every month, by the tenth, the owner gets a one-page summary with revenue, expenses and what is left in the bank. No reports that nobody opens. Our typical client is a business owner who has already switched accountants because they never understood what they were paying for and only heard from the firm when a tax bill arrived. Here, the same person always answers, and questions get an answer the same day. In this round, I am looking for owners of companies with five to forty employees who want to see their numbers without becoming accountants. A question: today, do you know how much profit your company made last month?

30-second pitch

about 26 s

I am Ricardo, from Balanço Norte Contabilidade. We serve small service and retail companies, and every month, by the tenth, the owner gets a one-page summary with revenue, expenses and cash. The same person always answers. I am looking for companies with five to forty employees that want to understand their own numbers. Do you know how much profit your company made last month?

Opening question

Do you know how much profit your company made last month, or do you only find out when the year-end statements arrive?

Build your company's pitch

Who you will be talking to

Owner of a small service company

That they will understand what they are paying for and get the numbers in plain language. They want to know who answers when a question comes up and how fast.

Retail partner unhappy with their current accountant

That switching firms is organized and will not bring the company to a halt. They want to hear, in a few words, how the transition works and what they need to hand over.

Growing business owner, thinking about hiring or opening a branch

That the firm already serves companies of the size they want to reach. They want someone who talks about the next steps of the business, not only about tax bills and due dates.

Five common mistakes

1Opening with the list of services, such as bookkeeping, tax, payroll and corporate, without saying what kind of company the firm works for.
2Using technical terms such as tax assessment, SPED and ancillary obligations, which the business owner does not understand and does not want to learn in a short conversation.
3Competing on price right in the introduction, which attracts exactly the client who will switch again for the next discount.
4Promising tax savings or a specific tax outcome, which sounds risky and depends on an analysis of each case.
5Talking only about the firm and asking nothing about the other company, missing the chance to find out what really bothers that business owner.

Frequently asked questions

Can an accounting firm take part in a business round to win clients?

Yes. The firm states what it offers and what it is looking for, and the matchmaking suggests conversations with companies that need this kind of service. The round is online and brings together companies from any city in Brazil, which suits firms that already serve clients remotely. Upcoming dates are on the upcoming business rounds page.

Should I talk about fees in the pitch?

No. In 60 seconds, the goal is to spark interest and make room for a longer conversation. Fees depend on each company's size, tax regime and workload, and talking about them before understanding the client turns the conversation into a price comparison.

How do I show what sets me apart if every firm delivers the same things?

Pick one concrete thing the client feels day to day: how soon they get their numbers, who answers, how the information reaches them. A specific example is more convincing than adjectives like agile, close or modern.

What is the difference between taking part in and organizing a round?

By taking part, the firm introduces itself to other companies to win clients. By organizing, it brings its own client base together so that clients do business with each other. To understand the format of the conversations, see how a business round works; for the second path, rounds organized by accounting firms are explained in business rounds for accounting firms.

Pitch ready? Test it in real meetings

In an online business round you present your pitch in several short meetings. Your company's first round is on us, with just your CNPJ (Brazilian company tax ID).

Choose my first round How it works

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