Strengthen client advisory with debt recovery referrals
When a business client has overdue accounts, the best advice is often to act early. The Merion Partner Programme lets you refer that debt quickly — commission-only, no upfront cost, fully compliant.
Turn aged receivables into an advisory opportunity
Overdue accounts appear on every set of management accounts. Most clients either ignore them or don't know where to turn. You do. Referring those debts to Merion positions your practice as a full-service adviser — and costs your client nothing unless funds are actually recovered.
End-of-quarter receivables review
The BAS cycle and end-of-quarter close are natural moments to review aged debtors. A single conversation can unlock stalled receivables and improve the client's next period cash flow.
No cost to your client
Merion is paid from recovered funds only. Your client does not pay a retainer, an engagement fee, or a fixed charge. If the debt is not recovered, there is no cost.
Relationship-safe referral
Merion conducts all recovery professionally and in compliance with Australian regulations. We represent your client — not your practice — so your advisory relationship is protected.
Integration with advisory
Once a client is registered with Merion, future debts can be lodged in minutes through the client portal. The practice doesn't become the collection agent — you remain the trusted adviser.
A simple referral process
- 1
Identify the debt during your review
During the aged-debtors or end-of-quarter review, flag accounts that have been outstanding for 30 days or more. These are the debts most likely to benefit from early referral.
- 2
Complete the online referral form
Use the referral form to submit the basic details — your client's name, the debtor, and the amount. It takes two minutes. Alternatively, register your practice as a partner first via the partner registration form.
- 3
Merion handles recovery
A Merion specialist assesses the account and begins recovery. You and your client are kept informed throughout. The portal gives you real-time visibility.
More information for accounting practices
The Merion marketing site has detailed content about debt recovery for the clients you refer, including how to explain the process to them:
Talk to us about the programme
We're happy to answer questions before you make your first referral.
- Phone
- (08) 6325 5761
- [email protected]