Advisor Alliance
Intuitive Accountant strives to provide you, our QuickBooks Specialist, Accountant and Business Consultant readers with information about opportunities to serve your clients, build your practice, and bolster your compensation through this series we call ‘Advisor Alliance’. The focus of this series will always be product developers and vendors who offer some form of alliance, partnership, or referral program that might be of interest to you and your practice.
Are you looking for a way to help your clients who need a better way to handle their Accounts Receivable? You know those clients who seem to be having an ever growing value or tenure in the A/R. FundingGates may be the solution your client needs to get a grip on their A/R issues, and with the FundingGates QuickBooks ProAdvisor/CPA Partnership program you might have found the perfect advisor alliance for your own practice.
Before we look at their Partnership Program, let’s look a little closer at what FundingGates is. FundingGates provides smart Accounts Receivable Management centered around their A/R Manager, FG Receivables.
With Funding Gates you can spend less time tracking down customers and more time finding new ones. Analyze your customer history, generate smarter interactive aging reports, and prioritize your accounts receivable management with simple clicks. Analyze your account history, generate smarter interactive aging reports, and prioritize customers with simple clicks. FundingGates' software learns from you and follows your lead - the more you use it, the more powerful it becomes for you and your business.
Keep track of all your accounts receivable conversations. See who is paying on time and who is late. Get the entire communication history with your customer on a single page. Every part of FundingGates Receivables Manager is designed to help you spend less time on receivables and get paid faster. Send reminders with a single click and collect on accounts that do not respond. Get smart recommendations from the most advanced debt collection software to help you get paid.
FundingGates also offers a variety of other Accounts Receivable related services including something they term the 'receivables toolkit.'
So let’s examine a few of the details about the Partnership Program. When a client you refer subscribes to FundingGates Receivable Manager, they receive a 15% discount off the standard pricing. While there are presently no commissions or residuals paid to Partners, each partner does receive an annual free subscription to FundingGates. No formal training or certification is required; however, FundingGates can provide training to assist Partners in becoming more familiar with their product line, and they can assist in the referral process by providing product demonstrations. For more information, visit the Funding Gates Partner website.