CFO / Bookkeeping Short Pitch

Hey, you said it's ABC Company, right?

Client confirms

Cool, this is Troy calling from Endless Winning. I want to make a 45-second deal with you. I wouldn't ruin your day if I told you this was a cold call, would I?

Client reacts

All right, cool. Give me 45 seconds and I'll give you a real quick rundown of why I'm calling, and if it's not relevant, I'll take you off my call list.

45 seconds on you, real quick?

Client gives time

We work with businesses doing anywhere from $150,000 a year up to low eight figures a year, and we help enhance and bring clarity to the finance operations side of your business.

You'll probably tell me that you, your wife, or somebody on your team is using QuickBooks, and you guys probably have a CPA who files taxes for you once a year or once a quarter.

The issue I hear from our clients — and you can tell me — is that they'd prefer to do less work but have more clarity on the finance side of their business.

That's a wide bracket depending on your operation, but in a nutshell it's one or a few of these three scenarios:

1. You're looking for more confidence around timing for equipment purchases, hiring, and strategic decisions.
2. More control and clarity into marketing ROI or lowering your tax liability.
3. Just general relief, having a professional help you with the finance admin side of your business.

If that sounds relevant to you, I have to be straightforward: the tough part about our job is that we're a bespoke shop, so we're limited in how many clients we can take on.

I've got another call scheduled right after this, so I can't stay long, but — what of those 3 items sounded the most relevant for you?

Pause and let them respond

Based on that, I feel like there's potential here — this is worth a conversation on our side, and it sounds like you feel the same way on yours.

Let me pull up my calendar real quick and see what our team's availability looks like over the next day or two.

Do you have your calendar with you?

Are you more of an early-day guy, or more of an afternoon or evening guy?

My team has availability at [A time] or [B time] — which works best for you?

What's the best email for the invite? Do you have the Zoom app downloaded, or would you rather Google Meet?

Great, man — there's a lot I could cover, and I'd love to learn a lot about your business and what you guys do. We just unfortunately don't have the time right now.

I'm really looking forward to you having this call with our team tomorrow. By the end of it we'll have learned a little about you, and we'll specifically know whether we can help you with [A], [B], and [C]. If we can, on that call we'll give you the exact roadmap for what it looks like to get you there — on the fast track.

Final thing: to help both of us get the most out of the call tomorrow, I've got a 45-second video I'm going to text you. If I text it to you, will you be able to watch it when we hop off?

Is this your cell, or what's the best number?

Capture the number

After you watch it, just shoot me a thumbs up — I'll know we're aligned for tomorrow.

Awesome — look forward to seeing ya.