Proprietary · Free · No Obligation · East Texas
The Agency Audit™
A free, proprietary review of your complete payment acceptance strategy — designed to give you the clarity, control, and confidence to make the best decision for your business.
Unlike a simple statement review, the Agency Audit™ evaluates your processing fees, equipment, POS systems, workflows, and business goals to provide a complete picture of how you accept payments — and whether that picture is working in your favor.
Or call or text Ty: 903-750-0422
Serving Tyler, TX and all of East Texas
100% Free
No cost. No catch.
~15 Minutes
Fits into your day
No Obligation
Zero pressure. Ever.
In-Person Available
Tyler, TX & East Texas
What It Is
More Than a Statement Review
Most processors will compare your rates to a rate sheet and call that a review. The Agency Audit™ is different. It’s a structured evaluation of your entire payment acceptance strategy — not just what you’re paying, but how you’re set up, what tools you’re using, how your workflows are built, and whether all of it is actually serving your business goals.
We start by understanding your business. We end by giving you the information you need to make the best decision for it. What you do with that information is entirely up to you.
“The goal isn’t to pressure you into switching providers.
The goal is to ensure you have the information necessary to make the best decision for your business.”
Because informed business owners make better decisions.
And better decisions create agency.
What We Evaluate
A Complete Picture of Your Payment Strategy
Bring your last two or three processing statements. We take it from there. Every area below is reviewed as part of a single, cohesive audit.
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Processing Fees & Statement Review
We go line by line through your statement and translate every fee into plain English. No jargon, no assumptions — just a clear account of what you’re paying and why.
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Hidden Fee Identification
Batch fees, non-qualified surcharges, PCI non-compliance fees, junk annual fees — we find the charges that most merchants pay without ever knowing what they’re for.
⚖️
Pricing Comparison
We compare your effective rate against what fair, transparent pricing looks like for a business your size in your industry — in real numbers, not estimates.
🖥️
Equipment Review
We evaluate what you’re using, whether it’s the right tool for your volume and environment, and whether any equipment lease you’re paying is costing more than the hardware is worth.
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POS Systems Evaluation
We assess whether your point of sale system is matched to your business type, whether you’re using its features, and whether a better-fit system exists at a comparable or lower cost.
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Workflow Assessment
We look at how payments move through your business — checkout flow, end-of-day processes, reconciliation, reporting. Inefficient workflows cost time, and time has real value.
🎯
Business Goals Alignment
Your payment setup should support where your business is going, not just where it’s been. We ask about your goals — growth, simplification, new locations, online sales — and factor them into every recommendation.
🤝
Zero Obligation
You walk away with information. That’s it. No contract to sign, no pressure to switch, no follow-up pitch unless you ask for one.
What to Expect
Every Agency Audit™ Ends One of Three Ways
There is no bad outcome. In every case, you leave with a clearer picture of your business than you had before the audit began.
01
We Identify Opportunities to Reduce Costs
Hidden fees, inflated rates, equipment leases, or a pricing structure that doesn’t fit your business. You’ll see exactly what you’re overpaying and what a better option would cost — in plain numbers.
02
We Confirm You’re Already Receiving Competitive Pricing
Your current rates are fair and your setup is working well for your volume. We confirm that, and you leave knowing your processor isn’t taking advantage of you. That confidence has real value.
03
We Uncover Technology or Workflow Improvements
Your pricing may be fine, but your equipment, POS system, or payment workflows could be operating more efficiently. We identify what’s available and what it would take to get there.
There is no outcome where scheduling an Agency Audit™ costs you anything or obligates you to anything.
You gain information. And information creates agency.
Who It’s For
Built for East Texas Business Owners
If you accept credit cards, you’re paying processing fees. The Agency Audit™ is for any business owner who wants to understand their payment strategy — and make sure it’s working for them.
🍽️
Restaurants
High card volume, tip adjustments, and table-side payment flows that require the right setup to run efficiently.
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Retail Stores
Mixed tender types, seasonal volume swings, and inventory systems that need to talk to your POS.
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Auto Repair
Large average tickets mean even small rate improvements add up fast. We find where that money is going.
🐾
Veterinary Clinics
Recurring clients and high-trust relationships deserve a payment setup that’s as transparent as your practice.
🦷
Dentists
High-ticket transactions and practice software that may be locking you into the wrong processor without your knowing.
🏗️
Contractors
Mobile payments in the field and variable ticket sizes — your payment workflow should match how you actually work.
Why SureFunds
We Work For You — Not For a Processor
The Agency Audit™ was built around a simple belief: East Texas business owners deserve honest answers about their payment processing, not a sales pitch from someone who profits from keeping them confused.
📍 Locally Owned — Tyler, TX
We’re based in East Texas. When you call, you reach us. When you need someone on-site, we show up. That’s how a local business works.
⚖️ Independent & Merchant-First
We’re not tied to one processor. Every recommendation we make is based on your business — which sometimes means telling you to stay exactly where you are.
📄 No Long-Term Contracts
Month-to-month service, always. You stay because it’s working — not because you’re locked into an agreement that benefits the processor more than you.
🔄 Annual Reviews Included
We check in every year to make sure your rates are still competitive and your setup still fits where your business is. We don’t disappear after the sale.
FAQ
Questions About the Agency Audit™
What makes the Agency Audit™ different from a regular statement review?
A statement review looks at fees in isolation. The Agency Audit™ looks at your entire payment acceptance strategy — fees, equipment, POS systems, workflows, and business goals — and evaluates how all of those pieces work together. The goal is a complete picture, not just a rate comparison.
Is it really free?
Yes. No fee, no invoice, no pitch at the end. You bring your statements, we give you a complete, honest review. What you do with that information is your decision.
Do I have to switch processors?
No. If your current setup is competitive and well-suited to your business, we’ll tell you that directly. The audit isn’t a sales process — it’s an information process. The decision is always yours.
What do I need to bring?
Your last two or three processing statements. That’s all. If you’re not sure where to find them, call or text us ahead of time and we’ll walk you through it.
How long does it take?
About 15 minutes for most businesses. If you want to go deeper on specifics, it may run longer — we work around your schedule.
Why is it called the Agency Audit™?
Agency means the power to make an informed decision. Most merchants hand that power over to their processor by default — because the statements are complicated, the contracts are long, and nobody explains what any of it means. The Agency Audit™ gives it back. Informed business owners make better decisions. And better decisions create agency.
Do you serve businesses outside Tyler, TX?
We’re based in Tyler and serve all of East Texas in person. For businesses further out, we also offer phone and video audits. Reach out and we’ll figure out what works.
Get Started
The Information Is Free.
The Decision Is Yours.
Schedule your free Agency Audit™ and walk away knowing exactly where you stand. If we can’t find a way to improve your situation, we’ll be the first ones to say so.
Or call or text Ty at 903-750-0422
SureFunds Payment Solutions · Tyler, TX · Serving All of East Texas
Processing With Integrity. Service With Heart.