What does a freelance accountant/bookkeeper pitch look like?

Post date: 2021-05-04 04:05:07

I am an accountant at a small real estate development firm, and am planning to relocate this summer. I want to pitch my boss on continuing to use me for contract work. We have talked about it a few times and she is pretty enthusiastic, but has not made a commitment. This will be my first pitch and my first client -- very literally, what should my pitch look like?

I am relocating in a couple months and will hang my own shingle as an accountant and bookkeeper. My current boss (company owner/CEO) knows my plans and I have talked to her about shifting from employee to contractor, which she is pretty enthusiastic about.

As of today, there is suddenly a vacuum in the accounting department and it's imperative I pitch my boss right away on using me for contract work. But this will be my first pitch and my first client -- very literally, what should my pitch look like?

I mean both what should the literal document look like and what should the structure of the pitch be? I have some notes for what I want to say about my belief in the company and my desire to stay involved with it, but mostly I want to know what SHE would like to use me for and form a plan of action.

I think once we have some kind of plan in place that she will feel committed to going forward -- and will also feel very relieved, since we're suddenly short accountants just as new clients are about to onboard.

I want to have a meeting with her tomorrow about this, so I need to prep tonight.

I have already registered the business (i.e., the actual LLC is in existence) and I do have a business plan and budget for it, but this is all happening about a month ahead of schedule (due to the sudden departmental vacuum), so I need to finish whipping everything into shape quickly.

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