🐝 Ledger Bee LLC

3-touch follow-up sequence for partner outreach.

Three emails to send to a CPA 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 reaching out from Ledger Bee LLC — a virtual bookkeeping firm here in Southern California. You and I sit on the same side of small business, just on opposite sides of the tax calendar.

We do bookkeeping only — reconciliations, AR, AP, payroll coordination, and monthly financial statements. We never prepare tax returns. Our practice complements yours; we have no interest in competing with it.

When a client comes to you with messy books, we want to be the cleanup crew. Starting at $250/month.

Worth a 15-minute intro?

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

Hi [First Name],

Just bumping this up. I sent a quick intro from Ledger Bee last week.

The short version: we handle the monthly bookkeeping so your clients arrive at tax season with clean, reconciled books — no scrambling in April, no chasing receipts from clients who never quite finished December. We never prepare tax returns, so we focus on what we do well and hand off cleanly to you.

If a 15-minute intro call makes sense, here's my calendar.

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

Hi [First Name],

Last note from Ledger Bee — I won't keep filling your inbox.

If the idea of an overflow bookkeeping partner ever makes sense for your firm, the door's open. We handle monthly reconciliations, AR, AP, payroll coordination, and financial statements. Pure bookkeeping, never tax prep, starting at $250/month.

My calendar is here whenever the timing is right.

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