A boutique payments intelligence firm built for businesses that run on recurring revenue. Strategy, execution, retention in both its forms, and chargebacks — run as one discipline, measured against a single scoreboard.
The right metrics, baselined from day one.
Where revenue and margin are leaking, and why.
Root causes addressed — process, routing, vendors, configuration.
Kept moving, reviewed against the scoreboard.
Which processors, which payment methods, which markets — and in what order. We set the roadmap from the economics of your operation, not vendor pitches.
Vendor selection, rate negotiation, integration oversight. We sit on your side of the table and stay until it's live and performing.
Customers leave two ways: they decide to, or their payment quietly fails. We work both — save plays and cancellation flows on one side, decline recovery on the other.
Disputes answered with evidence, alerts wired in before they become chargebacks, fraud controls tuned so protection doesn't cost good volume.
Jerry & his team at PaymentsiQ are the best recurring payment leaders I have known in my time doing this.
Give Jerry & team a goal, and they will get it done and more.
Jerry's career in payments began at CreditReport.com, acquired by Experian. From 2010 to 2022 at LegalZoom, he ran billing operations, payment solutions, and fraud prevention for one of the largest subscription businesses in the country. He then led billing and payments product at SurveyMonkey as Director of Product Management, Billing & Payments.
Today, through PaymentsIQ, he brings that operating experience to subscription and recurring-revenue businesses directly — establishing the metrics, finding the issues, and moving the numbers that matter.
Jerry also founded Future of Payments Leaders, the private, vetted community for payments executives.
A structured diagnostic of your payment operation — authorization, recovery, both forms of churn, chargebacks, and cost — baselined against your own data. It ends with a prioritized list of what to fix, in what order, and why.
In four phases: Measure, Diagnose, Fix, Run. Metrics are baselined first, root causes found second, fixes implemented third — then performance is reviewed against the scoreboard on an ongoing basis.
No. PaymentsIQ is advice, vendor selection, negotiation, and implementation support. We're paid by clients, which keeps every recommendation honest — vendors get recommended when they fit your operation, not for any other reason.
Subscription and recurring-revenue businesses — companies where payments repeat, declines compound silently, and retention is revenue. If your billing runs on a cycle, this work applies to you.
Baselined from day one, measured against your own numbers — that's when a payment operation starts improving on purpose.
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