Free for advisors
Resources
Not ready to apply yet? Take a one-page asset. Tell us where to send it and we'll email you the link.
What you can grab
Free aging A/R review checklist
Bookkeepers / CFOs
“7 signs an invoice should go to collections”
Bookkeepers / clients
“Commercial collection readiness checklist”
All partners
“What to do when a B2B invoice is 120+ days old”
SMB advisors
“How to help clients collect without becoming the collector”
Bookkeepers / CPAs
“Referral qualification cheat sheet”
Approved partners
Send me the referral checklist
Tell us where to send it. No spam, just the resource and the occasional note for advisors.
Advisor & client one-pagers
The two-page overview to share with your clients, plus the advisor-facing summary of how the program works. Download, print, or forward.
Ready to help your clients collect?
Membership is selective. We admit a limited number of qualified advisors per market, and approve qualified applicants quickly.