For realtors & tax pros

Refer a client. We'll get their books lender-ready.

Your self-employed buyer or business client is qualified. Their books just don't show it yet. Send them to LedgerLine before they apply, and we'll clean up their QuickBooks and produce the financials the lender needs.

Refer a client or call (402) 732-2446

What your client gets

  • Mortgage-ready P&L and balance sheet
  • Books that match their tax returns
  • Tax returns filed, if they need them
  • A response within one business day

Who refers to us

One local partner for your clients' books

Realtors

Your self-employed buyer is qualified. Their books just don't show it. We produce mortgage-ready P&Ls, balance sheets and books that match their returns before they apply.

Tax pros & advisors

Client's books too messy to prepare a return from? We handle the QuickBooks cleanup and catch-up, then hand back clean books, or prepare the return ourselves if you'd rather.

How referrals work

Simple for you. Powerful for your client.

  1. 01

    You refer

    Fill out the form below, call or email. Ideally before your client applies.

  2. 02

    We assess

    We contact your client within one business day and map out what the lender will need.

  3. 03

    We deliver

    Clean books, lender-formatted statements and matching returns, all from one source.

  4. 04

    You close

    Your deal doesn't slip because of paperwork. That's the whole idea.

Send a referral

Tell us who to call

It takes about a minute. We'll reach out to your client and keep you in the loop.

About you
About your client

What do they need? (check all that apply)

QuickBooks Specialist Tax Prep & Filing E&O Insured BBB Accredited

Rather talk it through?

Call or email us directly. Most referrals get a response within one business day.

Call (402) 732-2446 Email hello@ledgerlineaccounting.com