🐝 Ledger Bee LLC

3-touch follow-up sequence for partner outreach.

Three emails to send to a commercial realtor 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 for small businesses.

When a transaction moves from listing to escrow, the bookkeeper question comes up fast: due diligence on the seller side, SBA financing on the buyer side, lease audits on the tenant side. Realtors who don't have a reliable bookkeeper to hand clients to often watch a deal stall because the financials aren't ready.

We produce sale-ready books — trailing-12 P&L, balance sheet, and clean reconciliations — plus buyer financing prep and lease/CAM reconciliation support. Never tax prep, so we complement your client's existing CPA rather than displace it.

Worth a 15-minute intro?

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

Hi [First Name],

Bumping this note from Ledger Bee. The quick version:

When your listing hits due diligence, you don't want to field "who handles the books?" — sending them our way keeps the deal moving. Sale-ready books for sellers, SBA 7(a) packages for buyers, and tenant-side CAM reconciliations. We never prepare tax returns, so we complement clients' existing CPA relationships.

If a 15-minute coffee or 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 — I don't want to keep showing up in your inbox.

When your next transaction hits due diligence, or your buyer needs SBA financing prep, Ledger Bee is the answer. Sale-ready books for sellers, packaging for buyers, lease/CAM support for tenants. Calendly is below whenever the timing is right.

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