Tell us your average monthly volume, and we'll suggest the plan that's right for your business
*$250 one time on-boarding
How Our Membership Works
Your Sherpa will get you set up
First, we’ll introduce you to a dedicated Sherpa. They’ll get to know your business, tell you about the Sherpa for Merchants process, and gather everything they need from you.
Your Sherpa manages your merchant processing operations
Each month, your Sherpa imports your business transactions and gets to work on your account. If they need anything from you, they’ll get in touch.
Your Sherpa delivers intuitive merchant reports
Sherpa for Merchants tracks the health of your payment operations with monthly reporting and analytics, and we help to assess, remediate, and monitor your PCI DSS compliance. Monthly, quarterly and annually we report everything to you.
What you get with Sherpa for Merchants
GET 1 ON 1 SUPPORT WHEN YOU NEED IT
Your business gets a dedicated Sherpa supported by a team of in-house payments experts. They’re here to take tedious monthly admin and reconciliation of merchant processing stress off your plate—for good.
MERCHANT PROCESSING, MINUS THE STRESS
Accept card payments, ACH, electronic checks and stay PCI compliant with everything you need that comes with being a Sherpa for Merchants member. We even work directly with your third-party payments vendors.
EVERY PACKAGE COMES WITH YOUR OWN SHERPA, AND INTUITIVE SOFTWARE TO TRACK YOUR MERCHANT PROCESSING.
Plans include monthly processing management for up to 3 merchant accounts*. If your business requires more accounts or additional services, you may be custom-priced.
Try Risk Free
Payment Operations Assessment
Sherpa for Merchants analysts review the most recent 12 months of merchant processing statements. We look for all rates and fees being charged, whether that is an interchange pass-thru fee, a processor charge or any additional/miscellaneous fees that are being charged. We take into account the type of business/industry along with geographical location and method of acceptance (card present vs. card not present) in all recommendations.
New Processor Set-up
In the event, the current processing company will not cooperate, or the client wishes to move to a different processing company for any reason, there will be an additional minimum charge of $125 to facilitate the move.
A report of the previous month(s) processing history including insights based on your businesses specific account.
Dedicated Account Manager
Each professional and enterprise level subscription will have their own dedicated analyst. This analyst will be the primary point of contact for the life of the client ensuring continuity of management and the opportunity to build a relationship with an understanding of client/account preferences
*PCI-DSS SAQ/GAP Analysis
One of our security and compliance specialists will review the most recent Self-Assessment Questionnaire (SAQ) and report the existing GAP’s in compliance per PCI DSS. There is an additional charge of $775 for this service except for enterprise level subscriptions.
All active merchant services agreements relating to processing electronic payments including equipment and software agreements reviewed for length of term and agreed upon rates/fees.
Our analysts will pull the monthly processing statements for each active merchant identification number (MID) to verify rates and fees charged as well as ensure relevant account notifications are known by necessary staff.
Quarterly Review Meetings
A quarterly meeting with your account manager and payments analyst to discuss your merchant account activity.
Clients with professional and enterprise level subscription includes one hour per month of phone support. Additional time will be by the hour.
Sherpa for Merchants will provide informational, educational and industry specific webinars. Some webinars will be hosted by our advisors, others are hosted by outside industry experts, these webinars are designed to keep you current on industry standards as well as bring transparency to your organization's payment operations.
We will contact the current processing company and have the authorized changes implemented.
We will contact the existing processing company to request refunds and/or correct rates/fees based on the discrepancies found in the monthly statement review. In addition, we will facilitate bank account updates or changes related to the deposit account for the merchant agreement.
Priority Email Support
Same features as email support but with same business day response time. (M - F from 8 am – 6 pm CST).
A monthly newsletter highlighting industry specific payments news and upcoming events. We will also include a feature article with one of our clients each month.
Each active MID can email with any electronic payments associated questions to us and we will respond within 1 business day. Attachments can be sent to accompany questions as well, for example, if there is a question about a specific transaction or charge a copy of the statement can be emailed, we will make comments on the statement and return it. Quotes and solicitations from potential vendors may also be emailed for review and comments.