Our initial meeting is typically no more than 15 minutes. During this session, we will gather basic information about your company to determine which tax incentive and expense reduction programs you may qualify for, as well as any potential revenue gain opportunities. This can be done onsite, over the phone or via web conference, whichever best accommodates your schedule.
After the initial interview we will follow up to get additional details based on the service benefit opportunity. As an example, to determine how much revenue you could generate from paying your vendors virtually, we would just need a summary of your accounts payable spend, sorted by supplier. In 3-5 business days we'll get back to you with an estimate of the rebates you could earn.
Not at all. If you are satisfied with the current level of service from your credit card merchant processor, cell phone, 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.
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.
We focus on delivering expense reductions, revenue gains and specialized tax incentives that you can apply to your business’s bottom line. Our team of business process consultants, engineers, intellectual property attorneys and expense auditors works together seamlessly to maximize your benefit.
Our team runs a multi-point expense analysis to identify overcharges and billing errors in key business areas such as credit card processing, gas and electric energy use, document management, parcel shipping, waste & recycling, wireless, and worker's compensation premiums.
Our team of tax specialists use proprietary software to identify federal, state, and local tax incentives available for your company. On average, for a small- to mid-size company, we are able to identify over $200,000 in tax-based incentives.
The expense reductions, revenue gain opportunities and tax incentives we identify and recover on your behalf require highly specialized expertise to 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.
Similarly, specialized tax incentives such as the R&D Tax Credit are extremely technical and backed by mountains of case law. CPAs do not have the time nor the knowledge to investigate, determine, procure and defend specialized tax incentives such as those in the Section 41 ("Research") Credit.
We are compensated based on a share of the savings identified. There is no charge for our assessment of your expense reduction and tax incentive recapture opportunities. In effect, we offer a free business diagnostic. If we don't find any savings for your business, you owe us nothing.