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When starting a business, or even many years in, one of the more painstaking tasks to go through when looking for funding is to build your Investor Ready Pitch Deck.

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A well-crafted pitch deck is your ‘business card’ to investors. It should showcase your company’s uniqueness and convey the story of why investors should invest in you, and not in the hundreds of other opportunities they get to see.

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Your pitch deck should be easily readable, while answering 99% of the reader’s questions in a 5 to 10 minute read. It should also support you and help you shine during your in-person presentations to investors.

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Following this guide, you will be able to produce a professionally structured, beautifully visualized pitch deck that excites investors about your business.

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What is a Investor Ready Pitch Deck?

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A pitch deck is a presentation that provides an overview of your company business plan. It is a powerful tool that helps you effectively communicate your vision, value proposition and business opportunity to potential investors, clients, partners, or employees.

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As an entrepreneur, one of the essential skills you need to master is the art of pitching your business. A well-structured and visually appealing pitch deck can significantly increase your chances of securing the support, funding, or partnership you need to take your business to the next level.

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Why do you need a pitch deck?

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Your pitch deck is your entry point to start conversations with investors. Typically, your pitch deck is the first document that you share with potential investors when you want them to consider entrusting you with their capital. All businesses need a pitch deck when fundraising, for several reasons:

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    \n
  1. The first thing investors ask for. The moment you start speaking to an investor about your business, they will ask you for your pitch deck. So, if you are raising funds, there is no way around it. You need a pitch deck!
  2. \n\n\n\n
  3. Captivating and concise communication. Time is precious, especially when you’re pitching your business to busy investors or potential partners. A pitch deck allows you to distill the essence of your business into a visually engaging and concise format.
  4. \n\n\n\n
  5. Structured storytelling. Humans are wired to respond to stories. A pitch deck provides a structured framework for storytelling, allowing you to take your audience on a journey. Use each slide to build a narrative that highlights the problem you are solving, presents your solution, demonstrates high market potential, and confirms that your team is the right team for the job. A well-structured pitch deck can leave a lasting impression and make your message more memorable and compelling.
  6. \n\n\n\n
  7. Establishing credibility and trust. Investors and potential partners need to have confidence in your ability to execute your business successfully. By presenting a clear and well-supported strategy, financial projections, and a deep expertise and understanding of the business, you can instill trust and confidence in your potential stakeholders.
  8. \n\n\n\n
  9. Helps you think through the important aspects of your business. A pitch deck allows you to think through your business in a structured way. You will identify the opportunities and risks and create a clear plan to capture opportunities and mitigate risks before they become problems.
  10. \n
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Ingredients of a top-notch pitch deck

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A pitch deck can be as detailed or concise as required, depending on the business’s needs at the time. Often, you may have several versions of your pitch, depending on the audience, the length of your presentation, or the stage of your conversation. We will get to several versions of your pitch a bit later.

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A strong pitch should typically include the following 13 sections:

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    \n
  1. Summary
  2. \n\n\n\n
  3. Problem your company is solving
  4. \n\n\n\n
  5. Your solution
  6. \n\n\n\n
  7. Products and services description
  8. \n\n\n\n
  9. Market analysis
  10. \n\n\n\n
  11. Competitor analysis
  12. \n\n\n\n
  13. Why now?
  14. \n\n\n\n
  15. Marketing and sales plan
  16. \n\n\n\n
  17. Traction
  18. \n\n\n\n
  19. Roadmap
  20. \n\n\n\n
  21. Team
  22. \n\n\n\n
  23. The Ask
  24. \n\n\n\n
  25. Financials
  26. \n
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1. Summary

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Your executive summary is vital to your pitch, providing the audience with a snapshot of what you plan to accomplish. Depending on the length of your pitch, the executive summary can range from just one paragraph to a full page.

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If you decide to go with a short, one paragraph summary, describe your company offering, the target customer, the problem you are solving and your competitive advantage. Here is an example.

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Modeliks is a business planning SaaS software that helps startups and SMEs to plan, fundraise and manage their business. A fully guided financial planning solution, investor ready pitch and business plan templates, and one click management reporting tools allow ANYONE to create a professional business plan and track the performance of their business, 10 times faster and 100 times cheaper.

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If you decide to go with a more comprehensive summary, then:

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2. The problem your company is solving

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Explain the key problems that your target customers are facing and that your business solves. The problems demonstrate the necessity of your product or service in the market.

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The problems should be concise (one to three problems), easy for the audience to understand and big enough for the audience to care.  If you can: (1) quantify the problems with numbers, (2) write them in a way that the audience can connect with the problems on a personal level and (3) show that someone important in your field has also identified these important problems.

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The ideal response from your audience should be: “Yes, these are real and big problems, and if solved, the customer will switch to using your product or service”. Here is the Modeliks example.

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\"Investor
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3. Your Solution

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Describe your solution to the problem in simple words. Your solution should be closely linked to the problems you had identified. Keep it simple for the audience to understand it and think to themselves: “Yes, this solution really solves those big problems.” If you are not getting this reaction from readers, rewrite it.

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Here is the Modeliks Example.

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\"Investor
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4. Products and Services descriptions

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This section should provide a detailed description of the products or services the business offers. It should include features, benefits, pricing and distribution channels. Don’t be shy with explaining the uniqueness and value proposition in some detail, and qualify the reasons for your customers loving your product or service. In some cases, you already explained your product in the solution slide. If so, you can skip this slide.

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5. Market Analysis

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Build a visual representation of the market, and how much of your market you plan to capture.

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Define your (1) target customers and their needs and wants (2) how many customers are there in your target geography and market segment, (3) how much money they spend on similar products annually (market size) and (4) how much will the market grow in the next 5 years. The more stats and data you have from relevant and reputable sources like statistics bureaus or academic research, the better. Quote your research and give credit where credit is due!

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To start, consider your product or service. What need does it fill? Who would be most likely to use it? Once you have a good idea of your target customer, you can research their demographics (age, location, gender, etc.), lifestyle choices, and buying habits.

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There are many ways to gather this information. You can conduct surveys or interviews with people in your target market, look at data from similar businesses, or use online resources.

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Investors like to see that lots of people experience the problems that you are solving. This gives them an idea of the revenue potential for your business and the size of the opportunity.

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Here is the Modeliks example.

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\"Investor
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6. Competition Analysis

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This section provides an analysis of the competitive landscape in your sector. You should identify the main competitors, their strengths and weaknesses, and their market share. It should also provide insights into how the business will compete and differentiate itself.

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You should convince your audience of two things:

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1) That you know your competitors as well as you know your product and customer, and

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2) that your solution is different and better than theirs.

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This is best done by identifying the critical success factors for your business, or the key criteria that customers consider when making a purchasing decision, and then comparing your business to your main competitors on those factors.

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Again, visualize your position against the competition. You can achieve this through:

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    \n
  1. A table showing the critical success factors for your business (or your key features) with green checkmarks, while your competitors only serve some of these and have several lines with orange or red Xs;
  2. \n\n\n\n
  3. a 2×2 matrix visual, compares you to your competition along two axes (i.e. product quality and pricing). Choose the two axes in a way that your company is positioned on the higher end of both criteria, which makes you visually stand out.
  4. \n
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Here is the Modeliks example.

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\"Investor
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Knowing your competition is as important as knowing your product and your customer. It’s simply impossible to convince investors that you will succeed if you don’t know your competition. Also, do not mention ‘we don’t have competition because we are unique’ – in such case, you are missing the indirect competition that in one way or the other already addresses your customer’s needs.

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7. Why now?

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Use this slide to show that now is the right time to be in this business. Your idea can be great, but if the time is not right, there is a higher risk of failure. For example, a subscription business idea could have been great even 20 years ago, but there was no cloud infrastructure to support such business.

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In this slide, you want to show specific market trends that confirm the need for your product in the market. In addition to an existing need, if the trends show expected rapid market growth, then you have hit the jackpot.  Market trends could include changes in consumer behavior, emerging technologies, regulatory shifts or market growth projections.

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Below is the Modeliks example.  It shows that 5 years ago, very few companies were ready to use SaaS business planning software. Just 5 years later, the majority of companies are looking to switch from standard spreadsheet and word tools to SaaS business planning software. This is a shift in user behavior that confirms both the customer need and rapid growth in the market for SaaS business planning software.

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\"\"
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8. Marketing Strategy

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Use your market and competitive analysis to craft a marketing strategy that will help you reach your target market. How will you communicate with your target market? What channels and media will you use? What message will you communicate?

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Explain to your investors how are you going to advertise and sell your product to your target customer.

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We recommend using one of three frameworks for describing your marketing strategy:

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  1. Elaborate your plan by a marketing channel;
  2. \n\n\n\n
  3. Detail your plan along the customer journey, from awareness creation, to buying your product, to converting them into your brand ambassadors; or
  4. \n\n\n\n
  5. The classical approach, describe your marketing plan along the 4P’s (Product plan, Promotional activities, Pricing strategy and Place or distribution channels).
  6. \n
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Whichever framework you decide to use, make sure that you include the activities you will perform to attract customers and the key performance indicators (KPIs) that you measure in order to evaluate the success of your marketing strategy.

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Here is the Modeliks example.

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9. Traction

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The best way to convince investors to believe in you is to show them a record of success. Use this slide to prove, beyond doubt, that your customers confirm that you have a great product that they love using. 

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For existing companies, this is quite easy. Include quantitative information about the recent performance of your company showing fast growth in your revenues, number of customers, customer satisfaction scores, customer reviews, profits, repeat usage by customers, engaged and growing followers on social media, etc.

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If you are a startup that has not launched yet, creating the traction slide is much more difficult, but just as important. You don’t have past revenue or customer data, so what you can use for the traction slide are contracts or letters of interest from potential customers, quotes from potential customers, survey results, endorsements from experts in your field, results of beta testing, results of technical tests vs competition, etc. Getting any of this information is not always easy, but it is worth the effort.

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10. Roadmap

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The roadmap shows the most important milestones your company has achieved in the past and the planned major milestones going forward. Use the roadmap to show how efficient your company has been in delivering major milestones and the direction you are going towards in the future.

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11. Team

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The team slide is one of the 3 most important slides in your pitch deck, especially for startup businesses. Investors invest in the team first and then in the idea. Even if investors believe that you have a billion-dollar idea, you still must convince them that you and your team have the right skills and experience to make the business successful. Here is your chance to showcase your relevant experience and success. For each core team member, you should mention the relevant companies and positions they have held and the number of years of relevant experience. Make sure your core team covers the key areas of business:  management, technical skills and marketing and sales capabilities and have a unique edge to compete in the space.

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12. Your Ask

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Describe your ask for funding on a single slide. It’s crucial to clearly communicate the following messages:

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Here is an example.

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13. Financials

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Your financial plan is a key component of your story. Investors want to see that you are ambitious and that you plan to make them a lot of money with their investment. Startups are risky investments, so investors expect high returns. The earlier the stage of the company, the higher expected returns. At the same time, if your financial plans are clearly unrealistic, you will turn off some investors. So, find a balance between ambitious and possible financial numbers.  

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Include Revenue, Revenue growth, EBITDA or Net Income, EBITDA margin or Net Income margin and Free Cash Flow as key financial numbers. You can also include some operational numbers like the number of clients. More detailed financial information like Profit and Loss Statement, Balance Sheet and Cash Flow Statement would go in the appendix.

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If your business has been operational for some time, include the same data for the previous 1 to 3 years.

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Use charts, where you can, to show the key financial information. Tables are boring, if there are too many of them.

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Here is an example.

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Appendix

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This section includes additional information that supports the pitch and your story, such as market research, legal documents, and resumes of key personnel, detailed financial information.

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Do’s and don’ts of a pitch deck

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Here are some Do’s and Don’ts to keep in mind as you develop your kick-ass pitch deck:

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Do’s

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Don’ts

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Versions of pitch decks (Investor Ready Pitch Deck)

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In your journey to raising funds, you will likely require several versions of your pitch deck, depending on the stage of the conversation with, or what level of detail you want to share with a specific investor.

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This sounds like a complicated thing to do, but do not worry – you will be able to re-purpose the work you have done with the sections and slides above into neat packages that meet any audience’s expectations.

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We suggest the following versions of your deck:

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    \n
  1. Teaser: 1-page executive summary, which often is the first document you share with your potential investors. You want to mention all your business details as well as the high-level ask (eg – We are raising a seed-round of $2m);
  2. \n\n\n\n
  3. Intro pitch: 10 pager with your exec summary as well as the most crucial sections of your pitch, including the problem, solution, the team, and high-level financial forecast plus your ask to investors. This pitch version can also be used for short presentations of 10-20 minutes!
  4. \n\n\n\n
  5. Main pitch: 10-20 page pitch deck with all business slides including detailed marketing, sales and operations plan. You want to use this version for longer presentations or to send to investors once they request more information;
  6. \n\n\n\n
  7. Full pitch including financial details: Main Pitch plus Financials! Include all your business plan forecasts, reports on historical actual performance. You want to share these details only with investors at advanced stages or once you have an NDA (non-disclosure-agreement) signed, as you are showing most of your business secrets.
  8. \n
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The above list is by no means exhaustive, you can twist and tweak this as you require. Make sure to build your pitch upfront with all required sections, to make the task of creating new versions a walk in the park!

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Final Thoughts

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Creating a great pitch deck is a crucial step for any entrepreneur seeking funding for their business. It requires a careful balance between creativity, clarity, and substance. A well-crafted pitch deck can be a powerful tool to present your business, showcase your competitive edge, and inspire potential investors.

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However, it’s important to remember that a pitch deck is only one part of the funding process. Investors are also interested in the entrepreneur behind the business, their track record, and their vision for the future. Therefore, entrepreneurs should not neglect other critical aspects such as building relationships with investors, developing a solid business plan, and cultivating a strong team. In summary, while a pitch deck is important, it’s only one piece of the puzzle.

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To start your journey of building your impactful pitch deck, sign up for Modeliks’ Free Trial today!

\n","slug":"how-to-create-an-investor-ready-pitch-deck-the-ultimate-guide","date":"2023-06-28T08:28:00","categories":{"nodes":[{"id":"dGVybToxMg==","name":"Pitch Decks"}]},"mainCategory":{"mainCategory":["pitch-decks"],"videoHeader":null},"tags":{"nodes":[]},"featuredImage":{"node":{"id":"cG9zdDoxNDcz","sourceUrl":"/images/cms/Modeliks-sliki-1920px-x-1280px-05.jpg","altText":"investor-ready pitch deck"}},"seo":{"metaDesc":"Investor Ready Pitch Deck - When starting a business, or even many years in, one of the more painstaking tasks to go through when looking ..."},"modified":"2024-03-20T12:22:25","related":[{"id":"cG9zdDoxMTU0MQ==","title":"How Accountants Can Offer High-Margin Advisory Services","content":"\n

Why Advisory Services Matter for Accounting Firms

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The accounting profession is shifting. Compliance and bookkeeping remain essential, but today’s clients expect more. They want guidance on how to run their business smarter, manage cash flow, and plan for the future.

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According to a CPA.com survey:

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This means the demand is already there. The opportunity for accounting firms is clear: move beyond bookkeeping into high-margin advisory services.

\n\n\n\n
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The Challenge: Scaling Advisory Without Burning Out

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For most small and mid-sized firms, the hesitation is simple:
❌ Limited staff time
❌ No standardized tools for forecasting & reporting
❌ Concern about overcomplicating workflows

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The good news? Advisory can be delivered at scale, without adding headcount or creating inefficiencies — if you have the right system.

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The Solution: Modeliks for Advisory Services

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Modeliks helps accountants transform their existing relationships into advisory partnerships by automating the heavy lifting.

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Here’s how it works in practice:

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1️⃣ Connect QuickBooks in Minutes
Sync client actuals directly — no messy spreadsheets or manual imports.

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2️⃣ Build Budgets & Automated Financials
Instantly generate a forward-looking P&L, Balance Sheet, and Cash Flow statement, tailored to each client.

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3️⃣ Deliver Dashboards & Variance Analysis
Clients see Actual vs. Plan vs. Previous Periods. You provide insight into why numbers moved — without building reports from scratch each month.

\n\n\n\n
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The Impact for Accounting Firms

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Firms using Modeliks see:
New revenue streams by offering planning & reporting as premium packages
Higher client retention thanks to consistent value beyond compliance
No extra headcount required, since processes are automated
Improved positioning as trusted advisors, not just bookkeepers

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As one accountant put it:

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\n

“Our clients can now make confident decisions. For us it’s a game-changer — we finally sell insight, not just compliance.”

\n
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Why Now Is the Time

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Client expectations are rising. Competitors are moving into advisory. Technology makes it easier than ever to scale.

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If you’re an accountant or firm owner, now is the time to position your practice for the next decade. Advisory services are not just an add-on — they’re the future of accounting.

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Next Steps

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📽️ Watch the full video playbook here: https://www.youtube.com/watch?v=UlQEwnWOdKQ.
🌐 Explore how Modeliks can help you launch advisory services in under an hour -> HERE.

\n\n\n\n

📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.

\n\n\n\n

Enjoy Modeliks! We know we are!

\n\n\n\n

Author:
Modeliks Team

\n","slug":"high-margin-advisory-services-accountants","date":"2025-09-02T08:30:06","categories":{"nodes":[{"id":"dGVybToxMQ==","name":"Business Plans"},{"id":"dGVybToxNA==","name":"Financial Forecast"},{"id":"dGVybTozNQ==","name":"News"},{"id":"dGVybTozNA==","name":"Partners"},{"id":"dGVybToxMg==","name":"Pitch Decks"},{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["financial-forecast"],"videoHeader":"https://www.youtube.com/watch?v=UlQEwnWOdKQ"},"tags":{"nodes":[{"name":"accounting advisory services growth"},{"name":"budgeting and forecasting"},{"name":"business planning"},{"name":"consulting firm profitability strategies"},{"name":"Financial analysis"},{"name":"financial forecasting"},{"name":"financial modeling"},{"name":"financial planning"},{"name":"financial planning for professional services firms"},{"name":"financial reporting"}]},"featuredImage":{"node":{"id":"cG9zdDoxMTU0Mg==","sourceUrl":"/images/cms/Screenshot-2025-09-02-at-10.27.59.png","altText":"How to offer Advisory Services at High Margin?"}},"seo":{"metaDesc":"Learn how accounting firms can add high-margin advisory services without extra headcount. Discover how Modeliks helps accountants deliver financial planning, reporting, and dashboards that clients will pay more for."},"modified":"2025-09-02T08:30:10","related":null},{"id":"cG9zdDoxMTQ4Mw==","title":"How to Manage & Grow Your Professional Services Business: A Strategic Playbook","content":"\n

Running a professional services business is demanding. Whether you’re a founder, consultant, accountant, or finance leader, the challenges are similar:

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The truth? Many services firms outgrow spreadsheets faster than they realize. A project-based business requires a planning and reporting framework that adapts as you grow – not one that breaks every time a new client, project, or team member comes onboard.

\n\n\n\n

That’s where having a structured financial planning and reporting system becomes a game-changer.

\n\n\n\n
\n\n\n\n

Who is This Playbook For?

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This strategic framework is designed for:

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If you run a project-based business, use timesheets, or manage multiple clients, this playbook is for you.

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How to Grow Profitability in Professional Services

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Professional services firms often face profitability challenges because margins are tied to capacity, efficiency, and client mix. Here’s where the right planning approach makes a difference:

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1. Plan by Project (Not Just Company-Level)

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Each project has its own revenue, costs, and resources. Without project-level visibility, it’s impossible to know which work is actually profitable.

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2. Track Actuals vs. Plan

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It’s not enough to create a yearly budget. Monthly actuals vs. plan reporting helps you quickly see where projects are off track and adjust before problems snowball.

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3. Build Scenarios

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What happens if a big client leaves? Or if you add two more consultants next quarter? Scenario planning gives you the confidence to make tough decisions with numbers to back them up.

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4. Monitor Utilization & Capacity

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Employee utilization is the heartbeat of a services firm. By linking financial forecasts to billable hours, staffing, and client demand, you can identify bottlenecks and prevent costly underutilization.

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How Modeliks Helps

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At Modeliks, we’ve built a platform that turns these best practices into a structured, repeatable process.

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With Modeliks, you can:

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Why This Matters Now

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Most firms wait until they have 100+ employees to rethink planning. But the truth is, dimensional planning and reporting matters at 20 employees, as much as at 200.

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The earlier you set up a scalable framework, the faster you can:

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Key Takeaway

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Growing a professional services business isn’t just about winning more clients — it’s about building a system that lets you manage projects, measure performance, and grow profitably.

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That’s what this playbook is about — and why we built Modeliks.

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👉 If you want to see how Modeliks can help you manage and grow your services firm, watch the full video walkthrough here.

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📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.

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Enjoy Modeliks! We know we are!

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Author:
Modeliks Team

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Today we released a massive new update of Modeliks.  A multidimensional Modeliks 2.0. I am both happy and sad to see Modeliks grow up. I liked baby Modeliks. He was cute and a little clumsy. Now, we created a beast.  

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We listened to your feedback and made Modeliks by far the best financial planning and reporting tool for SMEs. Alright, I might be a bit subjective, but here is what’s new:

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  1. Multi dimensional planning and reporting. This means that you can plan and track performance by organizational unit, whether that is business units, departments, geography, stores, projects. However your company is structured, you can have clear targets and track performance across your whole organization.
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  3. Consolidation: if you plan on a business unit level, Modeliks will consolidate your financial plans upwords.
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  5. Allocations: allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.
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  7. Quickbooks integration. Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes.
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  9. Account grouping. Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful.
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  11. Initiative planning and evaluation. You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it.  
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  13. Monthly forecasting. Now you can forecast up to 3 years on monthly basis.
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  15. Lastly. Speed. Modeliks is now 10 times faster than before.   
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And there is a lot more to come in the next few months. Stay tuned for new features, and in the mean-time, plan, manage and grow your business with Modeliks 2.0.

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Let’s recap. Now you can:

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  1. Build driver based financial models for any business
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  3. Do it by department, business unit, geography, stores, projects
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  5. Run scenarios and evaluate new initiatives
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  7. Track actual performance vs budget, on every level in your organization. Especially easy with the Quickbooks integration
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  9. Automate monthly investor and management reporting
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  11. And write professional and detailed business plans with the help of our AI assistant.
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Enjoy Modeliks 2.0! We know we are!

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Author:
Modeliks Team

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