For bookkeepers

Clean up aged receivables with a trusted referral partner

You see overdue accounts every time you reconcile. The Merion Partner Programme gives you a commission-only referral option for your business clients — no cost unless funds are recovered.

Why bookkeepers refer to Merion

The aged-debtors conversation made easier

Bookkeepers are often the first to notice when a client's receivables are ageing out. The challenge is knowing what to recommend. Merion's commission-only model is a clean answer: no upfront cost, no relationship risk, professional recovery.

BAS-cycle clean-up

The BAS reporting cycle is a natural trigger for a receivables review. Accounts overdue 60 days or more are strong candidates for referral — early action gives the best chance of recovery before the debt ages further.

Improve the cash position you report on

Recovered funds improve your client's bank balance and their reported position. The sooner an overdue account is referred, the sooner it can be resolved — and the sooner the client's books look better.

No upfront cost for the client

Merion charges commission only on recovered amounts. A client with tight cash flow can engage Merion without any upfront spend — which is exactly when they need it most.

Your relationship stays central

Merion acts for the client, not for you. The bookkeeping practice is not the collection agent — you remain the trusted adviser who found the right solution.

How it works

From aged debtor to referral in two minutes

  1. 1

    Spot the overdue account in the AR report

    When reconciling or generating the aged-debtors report, identify accounts that have been outstanding 30 days or more and show no sign of resolution.

  2. 2

    Raise it with the client

    A brief conversation with the client to confirm they want to proceed. Once they agree, the referral can be made immediately — no separate engagement letter required from your end.

  3. 3

    Submit the referral online

    Complete the referral form with the basic details. Two minutes. Merion takes it from there and keeps you and the client informed.

More information

The Merion website has detailed content about the debt recovery process your clients will go through:

Questions before your first referral?