KJI Global / Services / Bookkeeping Growth

Useful research. Thoughtful emails. Clear next steps.

Choose a focused pilot for your bookkeeping firm. Send your brief, approve the scope, and receive the work by email. No calls or meetings required.

We use cutting-edge AI to help speed up prospect research, reduce manual work, and keep costs down.

01 / DEFINE THE FIT

Lead research

Build a starting list around the clients you can serve well.

  • Agree on target industries, geography, and business characteristics.
  • Research public business information and record sources.
  • Include business contact details where available, fit notes, and unknowns.
02 / PREPARE THE OUTREACH

Email outreach support

Give each prospect a relevant reason to reply.

  • Prepare personalized emails and follow-up drafts for your written approval.
  • When included in your scope, manage approved email outreach and responses; respect opt-outs.
  • Deliver written summaries of replies, expressed interest, and suggested next steps.

What counts as “qualified”?

A researched prospect matches agreed criteria based on available information. A reply means someone has responded. An interested lead has expressed relevant interest. We report these stages separately, with sources and notes, so you can see what each result means.

How a pilot works

A small scope with a useful review.

Submit your brief

Use our contact form to share your website, ideal client, target location, and capacity. We’ll reply by email with a proposed scope, deliverables, timing, and fee for approval.

Review in your own time

Receive the research and email drafts, then send feedback and approvals by email. The written scope keeps expectations clear.

Receive a written handoff

Get the agreed deliverables and a summary of completed work. Where outreach is included, see replies, expressed interest, and recommended next steps.

A few things to know

Do we need to book a call?

No. Submit your brief through the contact form and we’ll reply by email. We handle questions, scope, approvals, updates, and delivery in writing. Review and reply when it works for you.

What results can I expect?

You receive the deliverables agreed in your scope: researched prospects, outreach drafts, or support with approved email follow-up. Responses and new clients depend on the market and offer; we do not guarantee sales or revenue.

Do you provide bookkeeping or financial advice?

This offer covers lead research and email outreach support. Bookkeeping, accounting, tax, legal, and financial services remain with independent providers.

What information do you need to start?

Your firm’s website, business contact details, target industries and geography, services offered, and capacity for new clients. We do not need client books, banking details, tax returns, or passwords.

What does the pilot cost?

Submit your requirements through the contact form and we’ll email a written scope and fee. Work starts only after approval. Sending an inquiry does not commit you to a purchase.

Start with a written brief

What does a good client look like for your firm?

Tell us who you serve, where you work, and how many new clients you can take on. We’ll follow up by email with questions or a proposed scope and fee for you to review.

No calls required. Sending an inquiry does not commit you to a purchase.

Tell us what you need

All fields except website are required. We’ll reply to the email address you provide.

Tell us your goals, target clients or location, and the support you need. At least 20 characters.

Your inquiry is sent through FormSubmit to info@kjiglobal.com so we can respond. FormSubmit retains submissions for 30 days. Please leave out passwords and sensitive client or financial information. FormSubmit privacy policy.