US Corporate Finance Lead Generation

$10-30 USD

Closed

Posted 17 days ago

$10-30 USD

Paid on delivery

I’m looking for a results-driven professional who can open doors to large corporations across the United States and introduce our CPA advisory services. My priority is relationship-based networking—attending industry events, walking corporate hallways, setting up coffee chats, and generally being the familiar face that gets us in front of decision makers in finance, tax and accounting departments. Traditional cold-call or email funnels are fine as supporting tactics, but face-to-face outreach is what I’m after. Your focus • Identify the right people inside Fortune-level and other large enterprises—CFOs, controllers, tax directors, procurement heads. • Position our CPA firm’s audit, tax planning and advisory offerings as value-adds they genuinely need. • Secure qualified appointments or signed engagement letters; a warm list alone isn’t enough. What I’ll count as success • A steady pipeline of vetted corporate contacts (name, title, direct line, email). • Calendar invites for introductory or discovery calls that you’ve already confirmed. • Brief activity reports so I can see which events, conferences, or associations are yielding traction. If you already have boots-on-the-ground connections inside finance departments—or the confidence to build them quickly—I’m ready to get started.

Project ID: 40411466

About the project

3 proposals

Remote project

Active 13 days ago

Looking to make some money?

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3 freelancers are bidding on average $20 USD for this job

@Managershashi

I specialize in relationship-based lead generation and confidently open doors to C-level finance executives. With a background in securing qualified appointments for professional services, I deliver vetted pipelines and confirmed calendar invites through targeted networking. My focus is on positioning your CPA advisory services effectively to secure engagement letters. I provide 24/7 support and am ready to discuss how my direct approach aligns with your goals.

$10 USD in 7 days

5.0

(3 reviews)

2.5

@nabilahsh

Hi, I can help you connect with the right people inside large companies and turn those connections into real conversations. I focus on building relationships first—reaching out in a natural way, getting in front of decision makers, and creating opportunities for you to introduce your services without it feeling forced. You’ll get qualified contacts, confirmed meetings, and clear updates along the way. Let me know if you’d like to move forward. Best, Nabilah

$30 USD in 7 days

5.0

(1 review)

0.8

@christiankalu

Hi, You’re asking for in-person access across the U.S.s So this isn’t something that can be done effectively from behind a laptop alone. What I can offer, though, is the part that actually drives conversions: getting you in front of the right decision-makers with intent already established. I’ve supported CPA and advisory firms by building targeted pipelines of CFOs, Controllers, and Tax Directors using LinkedIn Sales Navigator, Apollo, and direct database sourcing. I don’t just pull lists, I qualify contacts, verify direct lines/emails, and warm them through strategic outreach that leads to confirmed meetings, not cold leads. I’ve consistently delivered booked discovery calls and partnership conversations by combining data accuracy with personalized messaging that positions services as solutions, not pitches. For the “boots-on-ground” aspect, I can also identify high-value industry events, associations, and attendee lists so when you or a local rep shows up, you already have warm targets lined up. If your goal is real conversations with decision-makers, I can build and feed that pipeline fast.

$20 USD in 7 days