About

Built on experience. Driven by results.

Strategic Payment Solutions sets up and supports payment systems for businesses, and built SPS Portfolio Manager for the payment agents, ISOs and office managers who manage them.

What we do

We help businesses get paid.

Most businesses never see the full picture of what payments cost them or how they could work better. We start with your statements and your workflow, then set up card, ACH, gateway and point-of-sale processing that fits how you actually sell and bill.

Once you’re live, we stay on. When a terminal goes down, a chargeback comes in, a PCI renewal is due or your volume changes, you call us directly, not a call center.

At a glance
  • Orange CountyLocal support across Orange County and remote support everywhere else.
  • Card, ACH and gatewaysProcessing, gateway and pricing programs chosen for how you get paid.
  • Authorized Square partnerSquare setup, hardware and training for businesses that want it.
  • Maker of SPS Portfolio ManagerPortfolio software for payment agents, ISOs and their offices.
How we help merchants

A partner. Not a vendor.

Whatever your business needs from payments, it’s one call.

Lower what you pay

A line-by-line review of your statements, then the pricing that fits.

  • Interchange and fee review
  • Surcharge, dual-pricing and cash discount programs
  • Commercial card savings: Visa CEDP and Level 2/3 data

The right equipment and software

Terminals, point of sale and gateways chosen for how you sell.

  • Countertop, mobile and Square hardware
  • Gateways for your website or software
  • Setup and staff training

Get paid faster

Ways for customers to pay that match how you bill them.

  • Invoices and payment links
  • ACH for larger and recurring payments
  • Stored cards and recurring billing

Connected to your systems

Payments that flow into the tools you already use.

  • QuickBooks, NetSuite and Xero
  • Shopify, WooCommerce and other carts
  • Fewer manual entries and reconciliations

Protected and compliant

The paperwork and risk side, handled with you.

  • PCI compliance support
  • Chargeback and dispute help
  • Underwriting and account changes

Here after launch

The team that set it up is the team you call.

  • Direct phone and email
  • Rate reviews as your volume grows
  • Help when something breaks
For agents, ISOs and office managers

SPS Portfolio Manager

Alongside our merchant work, we built software for the people on the other side of payments: agents and ISOs who manage relationships with several processors and partners, and the office managers who keep those books running.

  • Every processor and partner relationship, each with its own split
  • Residuals, PCI, tasks and merchant billing in one place
  • Roles for reps, office managers and sub-agents
  • Portfolio health that shows what your book is worth
See Portfolio Manager
SPS Portfolio Manager: Portfolio health

Let's talk about your payment setup.

A free 30-minute call. No obligation.