Treasury Optimization | Practice Leader | Creates savings and expands payment options for merchants
Who I work with
I work with owners, CFOs, and finance and accounting managers at businesses of any size and industry who are seeking simple ways to reduce operating costs and enhance profitability. Clients I’ve helped range from single-location dental practices to multi-million dollar retailers. While I mainly serve companies currently accepting credit cards and other forms of electronic payments, I also thoroughly enjoy helping businesses improve cash flow by expanding their payment options to accept credit cards and other forms of electronic payment for the very first time.
As a self-described fee detective, I love decoding merchant statements, uncovering hidden fees and creating savings. When merchants see just how much money we can save them, it makes my day!
I provide complementary merchant statement reviews for businesses of all sizes to identify opportunities for savings on credit card processing fees and other improved efficiencies in Treasury operations. Through consultative conversations, I educate and advise on industry-specific payment trends to recommend a platform that best fits our clients’ unique needs while providing best in class pricing. During merchant statement reviews, we regularly uncover savings in credit card processing fees of 10% to 60%. It’s not uncommon for us to save businesses $30,000 a year.
Results I have delivered
I helped a multi-location dental practice reduce processing fees by 63% while also providing more advanced technology through text, online and recurring payment plans. We improved their cash flow through next-day funding and by giving patients more ways to pay 24/7. They also saw a 15% reduction in accounts receivable.
I helped an industry-leading membership association reduce processing fees by 68%, resulting in more than $90,000 in annual savings.
Unique things about me
I’m a music fanatic! When I was in college, I traveled 15 hours on a bus from Italy to Croatia to attend a music festival by myself. I love taking solo trips because they push me outside of my comfort zone and allow me to truly appreciate cultural differences and make lasting memories with people from all around the world.
When I am not at work
I’m spending time outdoors with friends, family, and my dog, Murphy. I love to travel and try things that are unique to the specific city and country I’m in.
People say I am
Honest, innovative and easy to work with.
I graduated cum laude from the University of Alabama with a Bachelor of Arts in Communication and Information Sciences.