Frequently Asked Questions

No, except for general business consulting services where pre agreed charges will be invoiced once the client is satisfied

After the initial interview we will follow-up to get additional detail 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 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.

We are compensated based on a share of the savings realized. 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.

Our initial discussion is to understand your business and your pain points.  Our meeting is to listen to your needs, only share what is appropriate and ensure it is not a pushy sales effort, but a mutual sharing of information.