Accounting Appointment Setting

We generate accounting and tax leads and set appointments with the right persons, including the Owner/CEO, Vice-President for Finance, Chief Financial Officer (CFO), Chief Accounting Officer, Controllers, IT audit managers, comptrollers, and accounting managers.

  • identify your potential clients
  • contact the decision makers
  • qualify them based on B.A.N.T. (budget, authority, need, and timeline)
  • and, put you right in front of them so you can make the sale.

We generate accounting and tax leads and set appointments with the right persons, including the Owner/CEO, Vice-President for Finance, Chief Financial Officer (CFO), Chief Accounting Officer, Controllers, IT audit managers, comptrollers, and accounting managers.

At Ledger Leads, we can position your firm ahead of the competition with our easy-to-close sales leads. We will find the ripe business opportunities that meet your specifications, from SMEs to Fortune 500 companies. We customize our telemarketing services to suit the marketing needs of varied institutions under the accounting industry including:

We work to find qualified sales leads in four key areas:

  • General Accounting/Bookkeeping Services. We focus on delivering bookkeeping leads and accounting leads from prospects that need the following services:

    • Accounts Receivable Management
    • Accounts Payable Management
    • Inventory Management
    • Bank Reconciliation
    • Budgeting
    • e-Accounting or Online Accounting
    • General Ledger Maintenance
    • Payroll Processing
    • Trial Balance Sheet Preparation
    • Cash Flow Management

  • Tax Services. We are passionate in securing you with sales generating tax leads and appointments at a fraction of costs.

    • Tax Advisory
    • Merger and Acquisitions
    • Tax Compliance
    • Transfer Pricing
    • Tax Planning
    • Sustainability and Climate Change Tax
    • ITR Preparations
    • Litigation Support
    • Estate/Family Wealth Planning
    • Compensation and Benefits

  • Audit and Assurance.For a less investment, we will serve you with easy-to-close audit leads and CPA leads.

    • Financial Accounting
    • IFRS Reporting
    • External Audit
    • Audit of Financial Statements
    • Regulatory Compliance and Reporting
    • Actuarial Insurance
    • Inventorying of Company Assets
    • Compilation and Review
    • Fraud and Investigative Dispute
    • Sustainability Reporting

  • Advisory Services.You deserve to get quality advisory leads without spending large expenses.

    • Business Development
    • Management Consultancy
    • Enterprise Risk Management
    • IT Infrastructure Risk Management
    • Internal Audit
    • Employment Solutions
    • Operational Performance Solutions
    • Governance
    • Corporate Finance
    • Enterprise Security Management

  • Special Interests

    • Business and Corporation Start-Up Advisement
    • Secondment
    • Political and Personal Financial Planning
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