How it works

Three steps. No quote tools, no upsells.

Send me your last statement. I read it line by line. We talk if you want to. That's the whole process.

The process
1

Upload your statement

Send your most recent processor statement — PDF, screenshot, whatever you've got. Takes 60 seconds. No login, no account, no marketing list.

What you do

Fill out a 5-field form (name, email, phone, business name, current processor). Upload a single PDF. Hit submit.

What I do

Pull the file into my queue. Send you an automated confirmation. Get to work the same day or the next morning.

2

Get a personalized cost analysis

In 24 business hours, I'll email you a line-by-line breakdown of what you're paying, what's fair, and where the leaks are. Real numbers, plain English.

What I look at

  • Effective rate
  • Hidden markups + junk fees
  • Downgrades on rewards/business cards
  • Card mix (debit vs. credit vs. rewards)
  • Compliance posture
  • Contract terms + early termination

What you get

  • Your actual effective rate
  • Every fee, explained in English
  • Specific savings opportunity ($/mo, $/yr)
  • A recommendation: stay, renegotiate, or move
3

Talk through it (optional)

If the analysis raises questions or you want to compare moving vs. staying, book a 15-minute call. No pitch — just answers.

Common conversations on the call

  • "What's the catch with dual pricing?"
  • "My current rep says the same thing — how do I know who's right?"
  • "If I move, what happens to my POS?"
  • "I have 14 months left on my contract — is the early termination fee worth eating?"
  • "I'm in [vertical] — am I a fit for this?"
The deliverable

Plain English. Real numbers. The same email I'd send a 20-year client.

What happens after

You decide what you do next.

The 24-hour analysis is the deliverable. It's not a pretext to switch you to a new processor. About 30% of merchants who get an analysis end up staying with their current setup (sometimes after I help them renegotiate). About 60% end up implementing a different path. The other 10% are split between "thinking about it" and "this isn't the right time."

What you decide is your call. If you want help implementing whatever path the analysis recommends, that's a separate engagement we can discuss after you've seen the numbers. No pressure, no follow-up auto-emails.

Questions

Honest answers to the obvious questions.

Is the analysis really free?

Yes. The 24-hour cost analysis costs nothing. The only thing I ask in return is that you read it carefully — even if you decide to stay with your current processor, you'll know your statement better than 99% of merchants.

Why would you do this for free?

Two reasons. (1) About 60% of analyses end with a recommendation to switch — and if I do good work, the merchant often asks me to handle the implementation. That's where I make my money. (2) The other 40% who stay tell their friends. Word-of-mouth from a merchant who feels respected beats a thousand cold emails.

How do I know you're not just going to pitch me a switch?

You don't, until you read the analysis. But I publish my numbers: about 30% of analyses recommend staying where you are and renegotiating. If I were optimizing for switches, that number would be zero.

What if my business is high-risk?

Talk to me. Most processor reps either won't touch high-risk verticals or will price you punitively. I work with high-risk merchants and know which processors actually handle each vertical correctly.

I'm under $15k/month in card volume. Should I bother?

Probably not. Below $15k/mo, the math gets thin and you're often best served by flat-rate processors. Email me first — I'll tell you honestly whether an analysis is worth running for your size.

Is my statement data secure?

Yes. Your statement is uploaded encrypted and stored only as long as I need to write the analysis (30 days max), then purged. I don't share your numbers, don't sell your data, don't add you to any list you didn't sign up for.

How long does the call take?

15 minutes is the default. If we're going to need more time, I'll book a longer follow-up. The 15 isn't a sales tactic; it's a respect-your-time tactic.