From Audit to Implementation-Real Savings Simplified
Cost Optimization is most effective when it is continuous. Quarterly or annual reviews allow costs to creep up and value to be lost. True optimization requires monthly reviews led by experts in each area.
Trusted by over 500 companies
Average return
27% ROI
Our clients see an average 27% ROI through our auditing and recovery services. Your team is not expected to be experts in these specialized areas, nor should managing these expenses be their primary responsibility. As a result, oversight is often limited to once or twice a year—typically focused on regaining prior savings rather than driving new ones. Our expert team, with more than 100 years of combined experience, focuses exclusively on this work, using deep knowledge, proven data, and disciplined processes to continuously reduce costs for your organization.
Trusted Partner
500+
Customers in USA.
From SMEs to enterprise-level companies in the B2B & B2C sectors
Expertise
100+
Years of experience in the industries we service.
Over 700 customized projects successfully launched
What we do
From strategy to implementation – your partner at every stage.
#01.
Wireless & Telecomm
Wireless, Telecomm & SaaS
We use carrier-specific algorithms to uncover cost savings within your existing wireless provider, covering smartphones, tablets, hotspots, wireless internet, and Starlink services.
The broadest of the service portfolios available, covering landlines, data networks, data centers, hosting, contact centers, SaaS licenses, and more. Our comprehensive approach routinely delivers savings of up to 35% across these technology and communications expenses.
#02.
Merchant Services
Merchant Services
Our audit uncovers profit drivers within your processor’s pricing, then renegotiate key fees including discount rates, transaction costs, statement fees, and per-use charges.
#03.
Reverse Sales Tax Audits
Reverse Sales Tax Audits
This audit is traditionally labor-intensive, but our proprietary AI platform—combined with expert human analysis—streamlines the entire process. We manage everything from the initial audit through refund recovery, delivering results with minimal effort required from your team.
#04.
Tax Advantage Wellness Plans "A tax strategy wrapped in a wellness plan".
Tax Advantaged Wellness Plans
Tax-advantaged wellness plans combine employee well-being initiatives with tax-efficient benefit structures, enabling organizations to improve workforce health while lowering overall benefit costs..
How we work
Our structured, step-by-step approach ensures clarity, speed, and measurable results at every stage.
Step 1 >
Discovery
A focused, upfront engagement where we align on your goals, map the current state, and identify the highest-impact opportunities so we can recommend a clear plan forward.
Clear understanding of goals for the audit.
Step 2 >
Audit
Our experts deep-dive into your operations and spend to uncover hidden savings and quick wins that reduce costs without sacrificing performance with staying with current provider.
Well over 100 years of knowledge and data points uncovering savings.
Step 3 >
Opportunities
Share every identified savings opportunity—plus the roadmap to act on it quickly.
High-impact results that allow your company to run most cost efficient.
Step 4.
Implementation
Once you approve, our team moves forward with implementing the cost savings initiatives.
No additional work for you team, our experts handle it.
About us
A results driven consulting firm with deep expertise in the expense categories we optimize.
Smart work, real impact
Our work is guided by deep industry knowledge, efficiency, and measurable results. With every project, we strive to build long-term partnerships based on trust and transparency.
