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We Optimize
Payments to Save
Time and Boost
Your Clients’ Profits.

BoxFi is the nation’s leading payment consultant and the trusted partner of financial professionals and business consultants.

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Introduction

Optimize Payments, Maximize Success

At BoxFi, we transform payment processing into a strategic advantage. With tailored, cost-effective solutions, we help financial professionals and business consultants save their clients time, reduce costs, and boost profits. As the nation’s leading payment consultant, BoxFi delivers unparalleled results without compromising on service or efficiency.
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EcoSystem Challenges
Is Payment Processing Holding Your Client Back From Growth?
Are high credit card fees eating into their profits?
Does their current POS system fail to meet their needs?
Searching for loyalty or rewards programs to enhance customer retention?
Need protection from costly chargebacks?
Want to turn payment processing into a profit center?
BoxFi provides tailored solutions to address these challenges, empowering you and your clients toachieve more.

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Our Process
A Streamlined Approach to Payment Optimization
BoxFi’s proven process delivers the most efficient and cost-effective payment systems customized to each client’s unique needs. Here’s how it works:
1
Assess
Our detailed audit uncovers hidden fees and inefficiencies in their current system.
2
Design
We craft a customized payment solution tailored to their business goals.
3
Implement
Our seamless integration ensures minimal disruption while maximizing results.
As the nation’s leading payment consultant, BoxFi ensures immediate improvements in savings and efficiency for every client.
Our Referral Partner Network
Your Trusted Partner in Growth
BoxFi partners with financial professionals and business consultants to deliver measurable results for their clients. By combining our expertise with your trusted relationships, we create lasting value and help businesses thrive.
Slide
Introduction

Optimize Payments, Maximize Success

At BoxFi, we transform payment processing into a strategic advantage. With tailored, cost-effective solutions, we help financial professionals and business consultants save their clients time, reduce costs, and boost profits. As the nation’s leading payment consultant, BoxFi delivers unparalleled results without compromising on service or efficiency.
track_changes
EcoSystem Challenges
Is Payment Processing Holding Your Client Back From Growth?
Are high credit card fees eating into their profits?
Does their current POS system fail to meet their needs?
Searching for loyalty or rewards programs to enhance customer retention?
Need protection from costly chargebacks?
Want to turn payment processing into a profit center?
BoxFi provides tailored solutions to address these challenges, empowering you and your clients toachieve more.
playlist_add_check
Our Process
A Streamlined Approach to Payment Optimization
BoxFi’s proven process delivers the most efficient and cost-effective payment systems customized to each client’s unique needs. Here’s how it works:
1
Assess
Our detailed audit uncovers hidden fees and inefficiencies in their current system.
2
Design
We craft a customized payment solution tailored to their business goals.
3
Implement
Our seamless integration ensures minimal disruption while maximizing results.
As the nation’s leading payment consultant, BoxFi ensures immediate improvements in savings and efficiency for every client.
Our Referral Partner Network
Your Trusted Partner in Growth
BoxFi partners with financial professionals and business consultants to deliver measurable results for their clients. By combining our expertise with your trusted relationships, we create lasting value and help businesses thrive.
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What Our Partners and Their Clients Are Saying

Hear from partners across the country who trust BoxFi to optimize payments, savemoney, and drive client growth with tailored solutions.

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Hair Salon Owner

Austin, TX

" Since working with BoxFi, I’ve saved over $1,400 a month in fees. I’ve reinvested that money into Facebook and Google ads, and within just three months, our salon traffic doubled. The best part? I was finally able to give myself a raise and even take more time off to spend with my family."

S.S.

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Restaurant Owner

Miami, FL

" Thanks to their advice, I’m now saving $2,100 a month in fees. I’ve finally been able to put money into my retirement account—something I’d neglected for years. With the extra savings, I’ve expanded seating in my restaurant and hired more staff. Business is booming, and I’m less stressed. Honestly, I wish I’d found BoxFi sooner! "

M.J.

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SaaS Company Owner

Denver, CO

"Now, I’m saving $4,000 a month—enough to purchase an income-generating rental property and reinvest in product development, which has boosted my subscription base by 15%. BoxFi didn’t just help me cut costs—they helped me build long-term wealth."

A.G.

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Bar Owner

Chicago, IL

"Now, I’m saving $3,600 a month, which has allowed me to purchase two new trucks for catering and event operations. These trucks have streamlined the business, and we’re already seeing the return on that investment. With BoxFi’s help, we’re also planning to open a third location soon."

J.C.

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Auto Repair & Car Dealership Owner

Los Angeles, CA

"Since working with them, we’ve saved over $1.25 million in fees. With those savings, I’ve been able to expand my service bays, increase inventory, and even hire an operations manager to streamline daily operations. BoxFi’s insights didn’t just improve my bottom line—they helped me scale my business and think bigger."

L.T.

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Med Spa Owner

New York, NY

"Thanks to their advice, I’m saving $2,300 a month, which allowed me to pay off a massive portion of my SBA loan. And, I’m thrilled to say that I’ve opened a second location and grown our client base by 40%! It’s not just about saving money—it’s about making real progress."

K.M.

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Plumbing Company Owner

Phoenix, AZ

" With their help, we’ve saved over $189,000. I finally had the cash flow to invest in new equipment and expand our service capacity. We’ve grown 20%, and I’m no longer stressing over cash flow. BoxFi isn’t just about saving—they helped us push forward."

T.N.

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Housekeeping Service Franchise Owner

Seattle, WA

" Now, I’m saving $3,000 a month. I’ve even started putting money into my retirement account, something I kept pushing off. And thanks to the extra savings, I invested in Google and Facebook ads, which boosted franchise inquiries by 30%. With BoxFi, it feels like the business is finally on solid ground."

R.K.

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Fractional CFO Service Owner

Boston, MA

" The results? I’m now saving $7,600 a month. With that extra cash accumulated, I’ve finally paid off my college debt—a weight I’ve been carrying for years. Plus, I reinvested the rest in client acquisition campaigns, growing my business by 25%. BoxFi didn’t just help me save—they gave me the clarity I needed to grow."

E.F.

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Marketing Agency Owner

San Francisco, CA

" Since working with them, I’ve been saving thousands every month. I used those savings to hire more staff and expand our services, which allowed us to take on 35% more clients. The best part? It all happened smoothly, without a single hiccup. If you're trying to grow a business, you can’t afford not to have BoxFi in your corner."

S.C.

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Gym Owner

Atlanta, GA

" Since working with them, I’ve saved $30,000. I reinvested that into new gym equipment, and let me tell you, it’s paid off big time. Memberships shot up by 30% in just a few months, and it was a smooth transition. BoxFi didn’t just save me money— they helped my business grow."

J.H.

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Landscaping/Nursery Owner

Orlando, FL

" Since working with them, we’ve saved over $400,000. I’ve hired more seasonal workers and expanded our contracts by 20%. It’s been a game-changer for us. BoxFi didn’t just save us money—they gave us room to grow."

M.D.

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Not-for-Profit Director

Houston, TX

" In fact, our donations have grown by 15%, and we’ve even been able to fund new initiatives we never thought possible. BoxFi didn’t just save us money—they helped us grow our impact."

L.A.

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Plastic Surgeon

Scottsdale, AZ

" That’s when I worked with BoxFi. They didn’t just offer a quick fix—they explained every fee and walked me through how to reduce costs without cutting corners. With their help, I was able to save $118,800 from credit card fees in just less than a year, enabling me to save enough money to launch targeted ad campaigns on Instagram and Facebook, and my bookings jumped by 25%."

D.P.E.

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Online Home Goods Retailer

Dallas, TX

" Then, along came BoxFi. Their team didn’t just tell me what to do—they took the time to audit my payment system and show me exactly where my money was going. Since working with them, we’ve saved $112,000. That’s not just a number—it’s allowed me to double my Google Ads budget, run some local newspaper ads (yes, old-school, but it worked), and watch as traffic to the site soared. "

E.R.

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Why Choose BoxFi?

Save Money: Eliminate unnecessary fees.
Increase Profits: Reinvest savings into growth.
Expert Guidance: Trusted by top financial advisors.
Seamless Integration: Minimize disruption during setup.
Proven Results: Most clients see up to a 15% boost in profits.
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Let’s Build a
Smarter
Payment System

Schedule a free consultation with BoxFi’s experts today. Discover how we can help you and your clients achieve greater savings and profitability. Join the network of financial professionals and business consultants who trust BoxFi for results-driven solutions.