Our Services

We'll begin with a (quick) phone consultation to learn about how you take payment from families today.

If you already accept electronic payments in some capacity, we're happy to do a free monthly statement review ahead of that phone call, to see if there's an opportunity for savings and improvement of your capabilities.

Once you're ready to move forward, here's what we provide:

• Electronic Payment terminals (card readers), installed where you're naturally set up to accept payments from customers
• Direct connection to your finance systems for seamless integration
• Walk-through of typical in-person payments flow with clients, to ensure your new system is functioning properly
• Mobile payments demonstration (alternative to card)
• Card-not-present discussion - balancing flexibility with risk
• 24/7 phone support after install - hardware troubleshooting, transaction issues, account management needs, and more
• Quarterly reviews of your activity and proactive outreach from us to verify system operation and your satisfaction 

We are ready to assist you - so please reach out today.

We recognize that for most customers, our Core Offering is plenty.  

But if your intuition says you could gain an advantage by optimizing other parts of your business (which we agree, there's more), you might be interested in our consulting services that look at everything:

• Guidance on how and when to introduce payment in conversations with families, balancing professionalism with sensitivity 
• Design and implementation of installment / payment plan options to reduce receivables and improve collection rates 
• Standardization of how and when payments are collected across in-person, phone, and online channels to reduce friction for families and improve consistency among your staff 
• Semi-annual review of your fee structure and payment mix to optimize pricing and evaluate provider alternatives when appropriate 
• Evaluation and optimization of your website and online presence to enable easier digital payments and pre-need / remote collections 
• Staff training on handling payment conversations confidently and consistently across different situations 

Let us help you redesign your end-to-end payment process, from first family conversation through final collection, to improve timing, clarity, and follow-through.