Merchant Analysis Questionnaire

Merchant Analysis Questionnaire
At FJ FinTech, we deliver advanced, locally driven financial resources, solutions and tools, powered by global resources, and specifically designed to help businesses streamline transactions, enhance customer experience, and keep more of every sale. Local Partner, Global Resources. Powered by Payroc & Top Lenders.

Please provide as much of the following details as well as your Merchant Processing Statement so we can prepare your FREE merchant analysis and savings proposal. This helps us identify where your business can save and which program best fits (Dual Pricing, Interchange-Plus, or ACH).
BUSINESS INFORMATION
Business Name
Contact Name/Title
Email
Phone
Business Type/Industry (Restaurant, Salon, Retail, Auto, Field Service, E-Commerce, Non-Profit, etc.)
CURRENT SETUP
Current Processor(s):
Current Software(s) & Platform(s): (Square, Toast, Clover, Stripe, Quickbooks, Acuity, Shopify, etc.)
Current Hardware(s): (Terminals, Registers, Tablets, Readers, etc.)
Does your business operate at multiple locations? (If yes, please list total # of locations)
List how customers typically pay (cash, credit/debit, ACH, invoice link, check, gift card, online, etc.)
Are you using any custom built or industry specific software systems or solutions OR explain how you currently use your current softwares for your business? Please describe below.
PAYMENT FLOW & PROCESSING
Average Monthly Processing Volume
Approximate average ticket/transaction amount
Approximate number of transactions per month
What percentage of payments are done by credit card
Do you collect payments in-person, online, over the phone, or other?

In-PersonOnlineOtherAll
Do you or staff collect payments off-site/in the field?

YesNo
Do you issue invoices, quotes, or estimates before receiving payment?

YesNo
Do you accept recurring/membership/subscription payments?

YesNo
Do you currently charge any service or convenience fees to customers?

YesNo
GOALS & PRIORITIES
Please check or note what's most important for your business:

Reducing processing feesFaster funding/cash flowImproved hardware or POSReduce number of systems, softwares and processesBetter integrations and reportingLive customer supportCompliance solutions
DOCUMENTATION
To perform an accurate and complete analysis and savings estimate, please attach the following:

- 1 to 2 months of merchant processing statements for each method you process payments (Square, QuickBooks, Clover, Etc.)

or

- A screenshot of your dashboard showing total monthly volume and breakdown of fees for each method you process payments.
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NEXT STEPS
Once submitted, our team will:
1. Provide an analysis of your current costs and rates.
2. Provide a side-by-side comparison and saving estimate.
3. Recommend list of the best resources, solutions, or tools.
At FJ FinTech, we are committed to revolutionizing the way local businesses manage payments and growth. Our tailored solutions simplify transactions, reduce costs, and help you keep more of what you earn. Thank you and we look forward to working with you!
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Merchant Analysis Questionnaire

BUSINESS INFORMATION

CURRENT SETUP

PAYMENT FLOW & PROCESSING

GOALS & PRIORITIES

DOCUMENTATION

NEXT STEPS