🐝 Ledger Bee LLC

3-touch follow-up sequence for partner outreach.

Three emails to send to an SBA lender 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 producing lender-ready financials.

Incomplete or inconsistent books are the leading reason SBA applications stall. When you refer a borrower to us, they arrive at underwriting with two to three years of clean P&Ls, a current balance sheet, and a reconciled cash flow statement — the package SBA 7(a) and 504 require.

QuickBooks Online, monthly close schedule, 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],

Following up on my note from earlier this week. Ledger Bee produces the three financial statements SBA underwriters need: P&L, balance sheet, and cash flow — all clean and reconciled, delivered on a monthly close schedule.

Most borrowers need 2–3 months of clean books before they're application-ready. Referring them early puts you in control of the timeline. We never prepare tax returns, so we complement their CPA rather than displace them.

Worth 15 minutes?

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 nagging.

When you spot a borrower who isn't application-ready yet, we're the cleanup crew. Two-to-three months of clean P&Ls, balance sheet, and cash flow before underwriting — exactly what SBA 7(a) and 504 require. Booking link below whenever the timing works.

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