Step 1
Tell them about us
When a fellow business owner mentions they are frustrated with their accountant or ready for real financial guidance, think of us — and let them know how we have helped you.
Thank You
Refer a business you believe in
Your trust means the world to us. The greatest compliment we can receive is an introduction to a business owner you care about — and we do not take that lightly.
Referrals
Referrals are the heart of our practice
Much of our firm has been built through clients who felt cared for and told a friend. When you refer someone to MSM Advisors, you are putting your name behind us — and we honor that by treating every introduction with the attention it deserves.
There is no complicated process and no pressure. If you know a business owner who would benefit from a trusted CPA and advisor, we would be grateful for the chance to help them the way we have helped you.
How It Works
Referring someone takes three easy steps
No forms to chase and no fine print — just a simple introduction we will take from there.
Step 2
Send the introduction
Share their name and contact information with us, or connect us by email or phone. We will reach out warmly and at their convenience.
Step 3
We take great care of them
We offer them the same no-pressure consultation and relationship-first service you have come to expect — and we keep you in the loop.
A Great Fit
Who we can help most
We do our best work for owners who value a genuine partnership. If someone you know fits the description below, they are exactly who we would love to meet.
- Small to mid-sized businesses with $250K or more in annual revenue
- Owners who want a proactive, year-round advisor — not a once-a-year tax shop
- Businesses that have outgrown basic bookkeeping and need CFO-level insight
- Owners frustrated with slow, unresponsive, or purely reactive accountants
- Companies planning for growth, a transition, or a future sale
Thank you for spreading the word
Ready to introduce us to a business owner you believe in? Send them our way — or reach out and we will take it from here with the care you would expect.
Free 30-minute consultation · No obligation · For businesses with $250K+ in annual revenue