🐝 Ledger Bee LLC

Referral Partner Hub

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Send your clients to a bookkeeper who complements your practice — not competes with it.

Pick the one-pager that fits your discipline, share it with the client, and send us the details. We'll handle the books and stay clear of your lane.

View Referral Dashboard →

Pick Your Lane

Four one-pagers, one intake form. Print, share, refer.

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For CPAs

CPA Partners

Your clients' books, reconciled and ready for tax season every month. We do bookkeeping only — never tax returns — so we complement your practice without competing with it.

Refer a Client → View & print one-pager → View outreach email sequence →
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For SBA Lenders

SBA & Lenders

Incomplete books are the #1 reason SBA applications stall. Referring borrowers to Ledger Bee lands them at underwriting with clean P&Ls, balance sheets, and cash flow statements.

Refer a Client → View & print one-pager → View outreach email sequence →
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For Attorneys

Attorneys

Field the bookkeeper question at LLC formation, real estate closings, and entity restructuring. Referral keeps you positioned as a proactive advisor and protects the corporate veil.

Refer a Client → View & print one-pager → View outreach email sequence →
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For Commercial Realtors

Commercial Realtors

From listing to escrow, the bookkeeper question comes up fast — seller due diligence, buyer SBA financing, and tenant lease audits. We deliver deal-ready books so closings don't stall.

Refer a Client → View & print one-pager → View outreach email sequence →

Refer a Client

Tell us about the referred client — we'll reach out within 24 hours and keep you in the loop.

About the client you're referring
Got it — thanks for the referral. We'll reach out to within 24 hours and loop you in as soon as they're onboarded. Want to send another?
CPA one-pager → SBA one-pager → Attorney one-pager → Realtor one-pager →

Prefer email? Reach us at ledgerbeellc@gmail.com.