Partners

Partner With Soltis Merchant Services

A Trusted Payment Processing Resource for Your Clients

Your clients trust you to help them make smart financial decisions. When questions about credit card processing, merchant statements, POS systems, or payment fees come up, Soltis Merchant Services can provide the clear and honest guidance they need.

We work alongside bookkeepers, CPAs, fractional CFOs, payroll professionals, business attorneys, commercial insurance agents, and other trusted advisors who serve small and growing businesses. Our goal is simple: help your clients understand their payment processing, identify unnecessary costs, and choose the right solution — without pressure or confusing sales tactics.

Call (440) 570-9355 or Contact Us or Get Started Today!

Help Your Clients Understand What They Are Paying

Merchant statements can be difficult to read. Processing rates, transaction charges, PCI fees, software subscriptions, equipment costs, gateway fees, and other monthly expenses are often spread across several sections.

When you refer a client to Soltis Merchant Services, we provide a complimentary statement review that explains:

  • Total monthly processing costs: What the business is actually paying each month.
  • Effective rate: The true percentage paid after all fees are included.
  • PCI and compliance charges: What the fees cover and whether additional steps are required.
  • Software and SaaS fees: Charges for POS software, reporting, invoicing, scheduling, inventory, or other tools.
  • Hardware expenses: Equipment purchases, rentals, leases, and placement fees.
  • Gateway and transaction fees: Costs for online, virtual terminal, keyed, and card-present payments.
  • Potential savings opportunities: Areas where pricing or equipment may be improved.

Even when switching providers does not make sense, the client will leave with a clearer understanding of their account.

Your Clients Come First

We understand that referring a client means trusting another company with a relationship you have worked hard to build. That is why we make the following commitment:

  • We will not pressure your clients into switching processors.
  • We will explain fees and options in plain English.
  • We will recommend only what fits the client's actual needs.
  • We will be transparent about pricing, equipment, and contract terms.
  • We will keep you informed when appropriate and respect your relationship with the client.
  • If the client's current setup is already a good fit, we will tell them.

More Than Credit Card Processing

Every business accepts payments differently. Soltis Merchant Services can help your clients evaluate the right combination of tools for their workflow, volume, and growth plans:

  • Credit and debit card processing
  • Countertop and mobile terminals
  • POS systems for restaurants and retail businesses
  • Virtual terminals
  • Payment links and electronic invoicing
  • Online payment acceptance
  • Recurring billing
  • Cash discount and dual-pricing programs
  • Employee, inventory, and reporting tools
  • Multi-location payment solutions

Who We Partner With

Our professional partner network is a strong fit for trusted advisors who serve business owners. You do not need to become a payment processing expert — when a client asks a question outside your area, you simply have someone dependable to contact.

  • Bookkeepers
  • Certified public accountants
  • Fractional CFOs
  • Payroll providers
  • Business consultants
  • Commercial bankers
  • Insurance professionals
  • Business attorneys
  • IT and technology providers
  • Other professionals serving business owners

How the Partnership Works

The process is straightforward and does not require a complicated commitment.

  1. Introduce us to your client. A simple email, phone call, or direct introduction is enough.
  2. We learn about the business. We review the client's current processing setup, goals, and concerns.
  3. We provide a clear review. The client receives an understandable breakdown of fees, equipment, and available options.
  4. The client decides what is best. There is no pressure or obligation to make a change.
  5. We provide ongoing support. If the client moves forward, we remain available for setup, training, questions, and future needs.

A Resource You Can Use Anytime

You may have a client who is frustrated by rising processing costs, opening a new location, replacing an outdated POS system, or simply trying to understand an unfamiliar charge. Soltis Merchant Services can help answer questions about:

  • Unexpected rate increases
  • Confusing merchant statements
  • PCI compliance
  • Equipment leases
  • Gateway charges
  • Processing contracts
  • POS system comparisons
  • Online and remote payments
  • Cash discounting
  • Deposits, batches, and funding times

Sometimes all a client needs is a second opinion from someone who can explain the issue clearly.

Build a Stronger Client Relationship

Referring your client to the right resource can strengthen the trust they already have in you. Instead of searching online and speaking with an aggressive sales representative, they receive guidance from someone you introduced personally. We want every client you send to feel respected, informed, and taken care of.

Become a Soltis Merchant Services Partner

We would be happy to learn more about your business, the clients you serve, and how we can support you as a trusted payment processing resource. There is no obligation, complicated enrollment process, or minimum referral requirement. The relationship can begin with a simple conversation.

Call (440) 570-9355 or Contact Us or Get Started Today!