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Studio Bananas
A flood of payments every tax season. Recurring bookkeeping clients to bill. Large invoices where a percentage fee really stings. Generic processors weren't built for the way an accounting firm gets paid. That’s why we partner closely with PaySys: through SB Financial, you get processing shaped around the practice — including low-cost ACH on the big ones.
Volume sits quiet for months, then ten-x's in April — and a retail processor reads that spike as risk and holds your funds at your busiest moment. On a $4,000 engagement, a card percentage is real money. And every recurring bookkeeping client your team invoices by hand is time you can't bill.
A processor that understands professional services expects the seasonality, prices the big invoices right, and automates the recurring ones. That's what I set up through PaySys.
Underwritten for the tax-season surge, so a 10x month is expected activity — not a reason to freeze your deposits.
Move large engagement and corporate payments over ACH at a low flat fee instead of a percentage — often the single biggest saving for a firm.
Bill monthly bookkeeping and advisory clients automatically — cards or ACH on file — so nobody on your team chases invoices.
Where permitted, surcharge or offer a cash discount so processing costs don't quietly erode your realization rate.
That's exactly what we underwrite for. Your seasonal spike is registered as expected activity, so a 10x April doesn't trip the automated holds a retail processor would impose.
Move large engagement and corporate payments to ACH — a low flat fee instead of a percentage. On a $4,000+ invoice that gap is significant, and it's usually the first thing I optimize.
Yes. We set up recurring billing on cards or ACH on file, so retainer and subscription clients are charged automatically and your team stops chasing invoices.
We're an approved affiliate of PaySys, authorized to market its services. They're the processor; I'm your advocate and point of contact through the rate review, setup, and beyond. As an affiliate partner I'm compensated by PaySys — never by you.
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