Webinar: Learn How to Keep QuickBooks and Stop Overpaying to Get Paid by ALFi

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Presenters

Mary Ann Robinson

Owner

Mary Ann Robinson is the owner of TransAct Merchant Services, a payment processing firm that helps businesses understand, control, improve payment workflows and reduce the cost of accepting credit cards and/or ACH. With over 15 years of in the payments industry, she works with businesses, accounting firms, and national franchise systems, including one of the country’s largest franchise painting brands.

Mary Ann partners with financial professionals to review clients processing fees and card brand compliant ways to pass on fees. She specializes in statement analysis, fee transparency, compliant surcharging, dual pricing and offers a payment plugin replacement for QuickBooks integration (Desktop or Online) that streamlines invoicing and payment acceptance for accounting clients. There is also a standalone version available outside of QuickBooks for Invoicing and Payments as well.

Her sessions give financial professionals practical tools to read a processing statement, locate bank deductions in comparison with statements and add value to their client relationships

TransAct Merchant Services is based In Doylestown PA.

Rebecca Sheppard

Partner

Rebecca Sheppard is a Partner at Frost Law with extensive experience representing clients before the IRS and state taxing authorities. She advises on audits, appeals, and tax litigation, focusing on employment tax and the Employee Retention Credit. Rebecca is known for her practical, innovative approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. She regularly speaks on tax procedure and controversy topics to professional audiences. She is a member of the Maryland State Bar Association’s Taxation Section Council.

About

Program Field of Study: Computer Software & App
Program Level: Basic
Who Should Attend: Tax preparers, CPAs, accountants, bookkeepers
Credits: 1 CPE
Advanced Preparation: None
Prerequisite: None

Many businesses use QuickBooks Payments because it’s built in and convenient, but they often pay more than they need to for that convenience. Processing fees are one of the most overlooked expenses on a client’s books, and most business owners never question them.

In this session, Mary Ann Robinson, owner of TransAct, shows how your and/or your clients can keep using QuickBooks Desktop or Online without disrupting their accounting workflow, while significantly lowering what they pay to accept card and ACH payments. You’ll learn how to read a processing statement, recognize the costs savings for ach, and how compliant surcharging and cost-recovery programs work. She’ll also demonstrate the TransAct integration, which converts estimates to invoices and lets clients get paid faster while keeping their books clean. You’ll leave with practical tools to identify clients who are overpaying and a clear way to bring them real savings.

Agenda

Identify the true cost of accepting payments through built-in QuickBooks processing
Read and interpret a merchant processing statement to compare with bank statements
Explain the rules and compliance requirements for surcharging and dual pricing
Describe how an integrated processing solution works with QuickBooks Desktop and Online
Recognize which clients are most likely to benefit from a processing review