Question 1

Is the Payment Processing Health Check really free?

Accepted Answer

Yes — it's complimentary with no obligation. You'll get a clear written review of your current setup whether or not you ever switch providers.

Question 2

What exactly do you need from us?

Accepted Answer

Your most recent 2–3 monthly merchant processing statements. That's it. We'll send secure upload instructions after you reach out.

Question 3

Will switching disrupt our practice?

Accepted Answer

If you choose to move forward, we manage the transition end-to-end and time the switch around your billing cycle so client invoicing and recurring billing aren't interrupted.

Question 4

How do you keep our data secure?

Accepted Answer

Statements are transmitted over encrypted channels, stored in access-controlled systems, and shared only with the specialists performing your review. We never sell or share your data.

Question 5

Which pricing models do you analyze?

Accepted Answer

All of them — Interchange+, Flat Rate, Tiered, Dual Pricing, and Surcharging. We translate your statement into apples-to-apples numbers so you can compare.

Question 6

Do you work with our accounting and practice-management software?

Accepted Answer

Almost certainly. We integrate with the major accounting, CRM, and practice-management platforms most businesses use.

Question 7

What if we want to stay with our current provider?

Accepted Answer

That's fine. You'll still walk away with a full picture of your effective rate, hidden fees, and a list of optimizations you can request from your current processor.

Frequently asked questions