🐝 Ledger Bee LLC

3-touch follow-up sequence for partner outreach.

Three emails to send to an attorney you want as a referral partner. Each block below can be copied into Gmail, Outlook, or your CRM as-is.

Hi [First Name],

I'm JC with Ledger Bee LLC — a Southern California virtual bookkeeping firm.

Attorneys field the "who handles the books?" question constantly — at LLC formation, real estate closings, and entity restructuring. New business owners routinely mix personal and business finances; clients who just closed a deal need their books set up correctly from day one or they spend the next year untangling transactions.

A client whose books are properly separated is far less vulnerable to a piercing-the-corporate-veil claim. We never prepare tax returns and we never give legal advice — so referring us creates zero conflict with your practice or the client's CPA. Worth a 15-minute intro?

JC · Ledger Bee LLC
(323) 743-7433 · ledgerbeellc@gmail.com
ledger-bee-llc.polsia.app

Hi [First Name],

Quick follow-up from Ledger Bee. The short version:

New business owners exiting your office need their books set up cleanly from day one. We handle monthly bookkeeping — bank reconciliation, transaction categorization, P&L, balance sheet, and cash flow — plus AR, AP, and payroll coordination. Never tax prep, never legal advice; your clients stay firmly under your counsel's guidance.

If a 15-minute call works, here's my calendar.

JC · Ledger Bee LLC
(323) 743-7433 · ledgerbeellc@gmail.com
ledger-bee-llc.polsia.app

Hi [First Name],

One last note from Ledger Bee — won't keep showing up.

When your next LLC formation or entity restructuring client needs a bookkeeper, Ledger Bee is the answer. From-day-one bookkeeping that protects the corporate veil, plus AR, AP, payroll, and monthly financials — never tax prep, never legal advice. Calendly below whenever the timing is right.

JC · Ledger Bee LLC
(323) 743-7433 · ledgerbeellc@gmail.com
ledger-bee-llc.polsia.app