Resources

Practical guides and tools to help you understand your payment processing, protect your business, and make confident decisions. New resources are added regularly.

Guides and documents

Book Recommendations · Healthcare

Helpful Hopeful Healthcare Resources: Two Books Worth Reading

My recommendations for two essential books on dignity in dementia care and healing from trauma, with my personal connection to each, key quotations, and why every caregiver and leader should read them.

White Paper · Funeral Service

Precision in Funeral Service: Ten Areas That Drive Success

Practical examples, staff-training ideas, and hands-on exercises for the ten areas where precision protects families and builds trust, from identity verification to communication with every partner.

White Paper · Funeral Service

Let’s Be Clear about Surcharging (The 3% Conversation)

What every funeral director and funeral home team should know about credit card surcharging: where the 3% goes, what families actually think, and how to introduce a surcharge with care.

Have a question that isn’t covered here? I’m glad to help.