Project details
Industry:
Accounting · Business Services
Services:
Sales Deck
Year:
2022
Company Size:
2-11 employees
Project details
Industry:
Financial Software
Year:
2023
Services:
Pitch Deck
Narratives
Company Size:
37 employees
A Sales Deck Built for a Modern Accounting Firm
Challenges
Figures had a strong brand identity and a clear point of view. The challenge was translating that into a deck a prospective client could absorb in a 30-minute meeting — covering four distinct service lines without turning into a capabilities dump. The narrative needed to lead with value, not with services.
Solution
We led the full narrative and deck design process from discovery to final file. Starting with Figures’ core positioning — “more than just accounting” — we built a story around a real problem: most accounting firms treat your business as a number, not a priority. Figures doesn’t.
From there, we structured each service line as a solution to a specific business pain, not a feature list. Layouts were kept clean and elevated to match the brand’s modern aesthetic. The final Figures sales deck gave their team a presentation they could walk into any client meeting with — and actually close from.
Design Approach
Accounting is about people, dreams, and opportunities — not just numbers. They came to Next Figures needing a sales deck that matched that positioning. Something that could walk a prospective client through what makes Figures different — clearly, compellingly, and without looking like every other firm in the room.
Project Timeline
12-day
Structure, and design — built for a sales team that needed to walk into client meetings and close.
01
Day 1
Discovery
02
Day 3
Storyline
03
Day 5
Visual Direction
04
Day 10
Design & Refinement
05
Day 1
Finalization
The Result
The completed Figures sales deck gave their team a presentation built to convert — one that communicated the breadth of their services without losing the thread of what makes them different. Clean design, sharp narrative, and a structure that holds up in any room.
You may also like
Explore more work. Every project starts with a different problem — here's how we've solved others.
Ready to Get Started?
From pitch decks to brand systems, we help ambitious teams raise capital, inspire trust, and communicate with clarity.