About Us

ABOUT US

What services does your company offer …?

Our team of business process consultants, engineers, intellectual property attorneys and expense auditors work together seamlessly to uncover expense reductions and specialized tax incentives that you can apply to your business bottom line.

 

What business expense reduction services do you provide …?

Our team of specialists conduct a multi-point expense analysis to identify overcharges and billing errors in key business expense areas such as credit card processing, parcel shipping, waste & recycling, property tax and worker’s compensation premiums.

 

What tax recovery services do you provide …?

Our team of specialists use proprietary software which helps identify local, state, and federal tax incentives available for your business.  On average, for a small to mid-size company, we are able to identify over $200,000 in tax-based incentives.

 

Are these services my CPA or CFO could handle …?

The business expense reductions and tax incentives we identify and recover on your behalf require highly specialized expertise to maximize your savings capture and to ensure any overcharges found are permanently removed.  As an example, twice a year, Visa and MasterCard update their fee structures which are referenced in documents that are several hundred pages.  This is not an area that CPAs or CFOs are trained to work through.

 

 

 

How long does it take to run a business diagnostic …?

Our initial meeting is typically conducted within a 15 minute session.  In this meeting we create a profile of your business capturing data in several key areas that will determine where your business may pre-qualify for one or more business expense reduction services or tax-based incentives.

 

What information do I need to provide …?

After the initial interview we will follow-up to get additional detail based on the service savings opportunity.  As an example, to determine the ultimate savings that can be achieved by removing overcharges and incorrectly applied fees for credit card processing or cell phone service we would get copies of your most recent service provider statements.

 

Do we have to change our business service providers…?

Not at all.  If you are satisfied with the current level of service of your credit card merchant processor, cell phone or business insurance or other service providers, continue with them.  Use us to make sure you are not inadvertently being overcharged for any fees that don’t apply to your business.

 

What happens if we change a service provider …?

Our expert team will continue to act on your behalf to make sure your new business service provider is billing you only for fees or line items that apply to your business.  We provide peace of mind, month in and month out, so that you can focus on running your business.

 

How are you compensated for providing these services…?

We are compensated based on a share of the savings identified. There is no charge for our assessment of your business expense reduction savings and tax incentive recapture opportunity.  In effect we offer a free business diagnostic.  If we don’t find any savings for your business you owe us nothing.

 

 

 

Will my business qualify for a savings benefit…?

In our experience over 90% of businesses can benefit from one or more of our services.   Your savings level will depend on what our expert analysts determine when they evaluate your business.

 

Are savings ongoing or a one-time benefit…?

Our expert analysts will evaluate each recurring and project based savings program to determine the range of savings you can expect for a given service.  The final savings level will depend on the service type. Services that are recurring will continue to deliver savings as long as you are using those services.

 

When are recurring savings paid out…?

Savings from recurring programs such as credit card processing, cell phone use and waste & recycle pickup will be delivered on a monthly basis as soon as within 2-4 weeks of our analysis of your monthly statements from your service providers.

 

When are project savings paid out…?

Project savings are typically paid out within 30 days of confirmation of your savings benefit and recovery from the underlying service provider or taxing authority.