Part-Time B2B Lead Generation and Appointment-Setting VA for Bookkeeping Firm

Part-Time B2B Lead Generation and Appointment-Setting VA

Company: Clarity Financial Consultants
Industry: Virtual bookkeeping services
Position: Part-Time Lead Generation and Appointment-Setting Virtual Assistant
Starting schedule: 5 hours per week
Initial trial: Two-week paid trial
Starting rate: $5 USD per hour

About the role

Clarity Financial Consultants is a growing virtual bookkeeping business serving small-business owners in the United States. We are looking for a reliable and organized virtual assistant to help identify qualified prospects, conduct personalized outreach, follow up with interested leads, and schedule discovery calls.

This is not a general administrative-assistant position. The primary goal is to create qualified sales opportunities for monthly bookkeeping services.

Responsibilities
Research small businesses that may need bookkeeping support
Identify owners or financial decision-makers
Build and maintain an accurate prospect list
Find and verify public business contact information
Write personalized cold -email and LinkedIn messages
Send approved outreach messages
Follow up professionally with prospects
Respond to basic questions using approved scripts
Schedule qualified prospects on the company calendar
Record all outreach and responses in a Google Sheets lead tracker
Submit a short weekly activity report
Initial target market

Begin with one type of U.S. service business, such as:

Cleaning companies
Consultants
Beauty and nail businesses
Small professional-service firms

The selected assistant will not target every industry at once.

Required qualifications
Experience with B2B lead generation
Strong written and spoken English
Experience with cold email , LinkedIn outreach, or appointment setting
Accurate online research skills
Comfortable using Google Sheets
Able to follow scripts and documented procedures
Reliable internet connection
Organized and consistent with follow-up
Willing to provide work samples
Preferred qualifications
Experience marketing bookkeeping, accounting, tax, payroll, or professional services
Familiarity with small-business owners in the United States
Experience using a CRM or lead tracker
Experience scheduling qualified appointments
Trial expectations

During the two-week paid trial, the assistant will:

Research a small list of prospects that match the approved customer profile.
Add complete and accurate information to the lead tracker.
Write personalized outreach messages for approval.
Send outreach only after receiving approval.
Track replies and follow-ups.
Provide an end-of-week report.

The trial will be evaluated based on work quality, accuracy, communication, reliability, personalization, and qualified responses—not merely the number of email s sent.

Important restrictions
No purchased or scraped bulk -email lists
No spam or mass generic messages
No false statements about the company
No promises about pricing, tax savings, or financial outcomes
No access to bookkeeping-client financial records
No contacting prospects before the outreach script is approved
No subcontracting the work to another person
No use of paid software without written approval
How to apply

Please include all of the following:

Begin your application with the words CLARITY LEADS.
Briefly describe your B2B lead-generation experience.
Explain how you would find small businesses that may need bookkeeping.
Provide one sample introductory email to a cleaning-business owner.
State which lead-generation tools you have used.
State your hourly rate and availability.
Include a link to a 60–90 second voice introduction.
Confirm that you agree to a two-week paid trial.

"Start your application with the words CLARITY LEADS."

Applications missing these items will not be considered.