Assessment

SCHEDULE A MEETING

Get Started

Our initial meeting is typically no more than 15-30 minutes. During this session, we will gather basic information about your organization to determine which employee retention, AP automation and healthcare savings programs you may qualify for, as well as potential revenue gain opportunities.

We can meet onsite, over the phone or via web conference, whichever best accommodates your schedule. Just fill out the form to get started!

2

Identify Opportunities

See Your Snapshot

Our process is simple. We use our proprietary software analysis system to identify which individual programs will deliver the best revenue gain and savings opportunities for your business. Then we’ll walk you through the benefit potential of each opportunity.

The best part is that it’s a no-risk business diagnostic that is contingency-based. In other words, if you don’t see savings, we don’t ask for anything in return.

3

Verify Value

Confirm Your Benefit

Our team of business process experts, intellectual property attorneys, engineers, finance, and tax specialists do a comprehensive assessment of your business data for each revenue opportunity and savings program identified in the evaluation phase.

We will then create all the necessary supporting documents to implement each opportunity for revenue generation, tax incentive recapture and expense reduction.

4

Implement Program

Add to Your Bottom Line

Once your revenue gain, tax incentive and expense reduction benefit opportunities are confirmed, our team of implementation experts will work directly with your service providers and tax agencies to secure your project and recurring savings gains. We will continue to serve as an audit monitor, ensuring that you are no longer assessed fees or charges that don’t apply to your business.

Ready to find out more?

Drop us a line today or call 207-749-2631 for a free assessment. Let's find your money!

- Selected Customers benefiting from our services -

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