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upwork.com π‘ 2026-05-12
πΉ Build an Accurate B2B Contact Database
π€ Client: πΊπΈ United States Member since 2014-01-19
π° Price: ****
π© Problem: Need to populate a clean contact database with 1,000 tax and accounting professionals in the U.S.
π¦ Existing: Excel template provided with set-up tabs and columns.
Specifications:
[Target] CPA firms, Enrolled Agents, Tax advisory firms, Tax resolution firms, Tax attorneys, Bookkeepers and accounting firms, CPA societies and local chapters, NATP and NAEA public contacts, Tax newsletters, educators, communities, and influencers
[Method] Research using public information only; no fake emails, duplicates, or random scraped lists.
[UI/UX] Not applicable
[Stack] Python (for web scraping), Excel for data entry, CSV for export
[Security] Ensure all sources are reputable and secure. No personal data misuse.
[Format] Company name, Contact name, Title, Email, Phone, Website, LinkedIn, City and state, Category, Priority score, Source link, Reason relevant
Workflow:
Review the provided Excel template to understand structure and requirements.
Identify reliable sources for contact information such as professional directories, industry websites, and public records.
Scrape or manually collect data from identified sources ensuring no duplicates and accurate details.
Fill in the Excel template with collected data following the specified format.
Provide a sample of 25 contacts for review before full project completion.
Complete the database with 1,000 contacts and ensure all entries meet quality standards.
Export final data as both Excel and CSV files.