The Trusted Advisor Network

Help your clients collect what they're owed — without becoming the collector.

The MSB Advisor Network is a selective program for accountants, bookkeepers, fractional CFOs, suppliers, and finance professionals who sit closest to commercial receivables. You refer the invoices that won't pay; we recover them on contingency and handle your client's customer professionally — so you stay the trusted advisor, never the collector.

Apply to join How it works

Who it's for

Accountants and bookkeepers
Fractional and outsourced CFOs
B2B suppliers and trade creditors
Factors and alternative lenders

The promise, in three steps

1Refer a commercial account in two minutes.
2We work it professionally.
3Your client recovers what they're owed — and you stay their trusted advisor.

A licensed commercial collection agency

On a recent commercial recovery engagement, MSB recovered roughly half of the receivables the client had already written off.

Licensed: Licensed third-party commercial collection agency, operating since 1970.
ACA International: ACA International member.
HIPAA compliant: HIPAA compliant.
Minority Business Enterprise: NMSDC-certified Minority Business Enterprise (MBE).
Contingency: Works on contingency — clients pay nothing unless MSB recovers.
Commercial only: Commercial B2B accounts only — no consumer, no healthcare.

“Your clients don't have a debt problem. They have a 'someone owes me money and I don't want to be the bad guy' problem. You solve it for them — by knowing exactly who to hand it to.”

When a client has a commercial invoice that's too old, too awkward, or too small to chase, you hand it to us. We recover it professionally and handle their customer with care — so your client gets their money back and you stay the trusted advisor, never the collector.

How it works

The partner journey, in steps a CPA reads in thirty seconds.

See the full journey

1
Apply
Tell us who you are and the kinds of clients you serve. Membership is selective — we admit a limited number of qualified advisors per market.
2
Get approved
We review qualified applicants quickly and give you a login, your referral link, and everything you need to make a clean introduction.
3
Submit a referral in two minutes
When a client has a past-due commercial invoice, submit it through your partner link. The form is effortless for someone with a real account.
4
We work it
We verify the account and recover it professionally — and we handle your client's customer with care, because it's your name on the introduction.
5
Your client gets their money back
We recover the account and keep you updated at every step, with a clean record of the outcome. You never become the collector — you stay the trusted advisor who knew exactly who to call.
6
Your best accounts earn you standing
Consistent, well-qualified referrals raise your standing in the network — priority handling on your accounts, earlier access to advisor resources, and recognition as a trusted advisor.

Who it's for

Six kinds of professional have genuine visibility into commercial A/R and a real reason to refer. If you sit close to other businesses' unpaid invoices, this is built for you.

Accountants, bookkeepers, fractional CFOs

You already see which clients sit 90, 120, 180 days past due. Now you have a clean, professional way to help them recover that money — without doing the chasing, and without putting your relationship at risk.

Learn more

B2B suppliers and trade creditors

You sell on terms, so you carry past-due paper — and you know peers who do too. We work your commercial accounts professionally, and you can introduce peers who carry the same past-due paper — a real service to your network.

Learn more

Factoring companies and lenders

The invoices you decline and the accounts that sour after purchase don't have to be dead. Send them to us — we recover them professionally, at no cost unless we collect.

Learn more