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Home   /   Blog   /   Partnering With Your CPA and TransAct
Merchant Services for CPAs

Partnering With Your CPA and TransAct

It is easier than ever partnering with your CPA and TransAct. You just say the word and we will make it happen.  We often team up with financial advisory firms like your accountant, bookkeeper and enrolled agents who see what you’re paying in fees. These can bring real savings to your business in a short period of time.

From QuickBooks integration and improving your time to collect payments, we have the right systems, automations and processes for your business.

Improved Payment Collections

Traditional methods are leaving businesses behind. If you are still sending paper invoices in the mail you have to rethink this. Not only are you paying more for postage, you are taking too much time to get paid.

E-checks and online payment portals will save both and be efficient while maintaining accuracy in processing. Using the latest tech – no new equipment needed! – like Text 2 Pay and Tap to Pay help, too.

Decrease Expenses

Seeking ways to decrease expenses is important at any life-cycle in business. But, over time, some things have a way of being overlooked. Taking the time to review each area of the business can help save money.

In some cases, it is adopting technology that will save time. In others it is merely automating a manual process. By integrating your transactions into QuickBooks you can save time and make your bookkeeping processes easier. This translates into improved accuracy, reduced expenses and faster turn around on reporting. This will help you make better business decisions for the short and long term in your business.

Shorten The Time to Receive Payment

Everyone wants to get paid faster. One day turn around is fairly typical for most credit card payments (weekend and holidays may impact this timing.) Now might be the right time to add Tap to Pay, or Text 2 Pay to help reduce the time to get and process a check.

For more traditional forms of payment, you can convert from a paper check to E-Check and that will help save time and effort.

Referral Partnerships Available

Do you want to work with a merchant service provider who has the history and capability to offer custom solutions for all types of businesses? If so, schedule an introductory call with us today. We can tailor solutions for CPAs, financial advisory firms, bookkeepers, web developers, franchise home offices and more.

Contact Us At TransAct Today

Reach out to our team today to chat about the options. We work with franchise brands, independent business owners and partner up with professionals every day to solve even the most complicated payment processing dilemmas. Of course, this is all done using the latest technology, while keeping security and PCI compliance in mind.

Posted on June 24, 2025June 18, 2025Author D ACategories Advice, Clients, Credit Card Processing Equipment, Medical, POS, Restaurants, Retail, Seasonal, Security

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