Partner firm profile 08
This page is an unnamed template for partner firm profile 08. No firm appears on Fairview Audit yet. When a partner firm joins and approves its description in writing, the slots below are filled and the page goes live.
Until then it shows what a profile will contain and what to ask a firm about processing statements.
Short description
The short description is two or three sentences in the firm's own words. It says what kind of reviews the firm performs and which businesses it usually works with. Fill it in this way: [CONFIRM: firm name] [CONFIRM: a partner firm supplies and approves this statement]. Fairview does not write claims about results, fees or experience for a firm.
Categories covered
List each cost category the firm will take requests for, linked to its page under Services. [CONFIRM: categories covered by this firm]. Add a category only when the firm approves it. This slot suggests a focus on Merchant account fees.
Question focus for this profile
Card processing statements bundle many fee types into dense pages. Ask the firm how it separates the fees and compares them with your processing agreement.
Ask the firm these questions:
- How does the firm break a statement into its fee components?
- Does it compare billed fees with your processing agreement?
- Does it need access to your accounts, or only the statements?
- Will you keep your current processor? [CONFIRM: a partner firm supplies and approves this statement]
- How does it report findings to a business owner without a finance team?
Avoid fee claims. Any statement about what a firm charges or how it is paid needs the firm's written approval.
What a good answer sounds like
A useful answer explains in words how the firm reads each fee line, and what it does when a statement format changes from one month to the next.
How to use this page
Treat each question as a prompt for a conversation with the firm, not as a script. The firm should answer in its own words and agree the wording before any answer appears on a live profile. If a firm declines to answer a question, the profile should leave that slot out instead of guessing. You can also ask the same questions of any other firm you speak with, which makes the answers easier to compare.
Size range and territory
State the size of business the firm works with: [CONFIRM: size range]. Fairview has no fixed cut-off between larger and smaller businesses and matches by hand. Then state where the firm works: [CONFIRM: territory]. Say whether that means remote work, set regions or both. Use no figures unless the firm approves them in writing.
How requests reach the firm
A business submits a request on one of three entry paths: larger business, smaller business, or not sure or another need. The request goes to the matched partner firm, or to Fairview for manual matching on the not sure path. The business then talks with the firm directly. Name the firm's channel for new requests here: [CONFIRM: lead delivery channel]. Read more on how it works.
Approvals needed before this page goes live
- Written approval of the short description and every statement on this page.
- Written approval of the categories, size range and territory.
- Written confirmation of the delivery channel and a named contact for requests.
- No claims about results, fees, experience or history without the firm's approval.
Firms that want a profile can start on the become a partner page. The wider network of partner firms is described on its own page.
Disclosure
Note: Fairview is paid a referral fee by partner firms. Partner firms are independent firms. The engagement and any fees are between the business and the partner firm under the firm's own terms. Fairview connects businesses with firms and performs no review itself.
Tell us what you need reviewed. We match you by hand with an independent partner firm. You keep your existing vendors.Find out what you are overpaying.