Become your client's trusted advisor

Get involved and be proactive with your clients. Set and accomplish goals as a team. Use FG to get full transparency and visibility.

Many small business owners
have challenges managing AR

  • Small business owners have limited staff and receivables fall to the bottom of the list
  • AR Management not a competency - Not specialized in AR Management best practices
  • Many customer accounts to manage - Takes too much time to chase customers down
  • Lack of effective & proactive communication with customers - Customers take their time to pay because they know they can get away with it
  • Don't have a systematic AR process in place - Things fall through the cracks
  • Manage customer accounts manually - This creates errors, it's a time sink, and it's labor intensive

You are here to help

Two people using laptop

Actively manage AR with and for your own clients.

Person using Funding Gates on a computer

Analyze & measure your client's AR metrics.

Four people in a meeting

Set up the right AR Management processes for your clients.

See immediate results

Proper AR Management is critical

Proper receivables management is a skill and needs someone's full-time attention. If processes are not set-up correctly and if AR is not managed properly, it can seriously affect your clients' cash flows. Be proactive and provide your clients the help they need.

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Before

Increase cashflow, reduce stress

Transform your client's lives, and allow them to focus on what they love: running their businesses. Become an active team member within your client's organization and provide guidance, support, and insight into all AR Management tasks. As a Funding Gates trained AR Specialist you will see immediate results to the bottom line.

Bar chart depicting high stress level
With AR Best Practices

Join the ranks of great practices who help clients with AR

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Help your clients manage their AR
for an affordable price

Cash flow impact

$300,000 Credit Sales
÷ 30 Days in a month =
$10,000 Credit sales per day
$10,000 Credit sales per day
×
15 Day Accelerated payment

Results in:

$150,000 Increase in cash flow

Efficiency impact

2-3xmore efficient managing AR

All for just

$33 / User / Month

Pays itself with 1 recovered invoice

Getting started is easy

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Get certified in AR Management Best Practices

Single login to access & switch between all your clients in one place

Set your clients up with the right tools to manage AR with simple clicks

Provide a new value added service, and generate a new recurring revenue stream to your firm

Make an impact directly to the bottom line: for your client and for your firm

Equip yourself with the tools and knowledge to make it happen.

Funding Gates AR Specialist

Get Certified

Get your AR Specialist Certification today to join the ranks of top practices and elite AR experts in the world.

National Registry of CPE Sponsors

CPE Credits

Earn CPE (Continuing Professional Education) credits for initial and ongoing certification. Our team of AR experts are approved by The National Association of State Boards of Accountancy (NASBA).