We Find Clients Hundreds Of Thousands Of Dollars In Savings...
You Share In The Rewards!
Insurance Agents, Business Consultants, Financial Planners,
Accountants, Investment Managers, Tax Preparers, Attorneys...
- Is Your Current Service Offering Really All That Exciting To Your Clients?
- Get In Front of Clients By Offering Something They Actually Want To Hear About.
- Generate Revenue From New Clients And Monetize Existing Relationships.
- Absolutely No Selling Required. 100% Contingency-Based.
- Build a Team of Agents & Earn Even More.
- The Path to Success Starts Here!
WE HELP CLIENTS GROW IN MANY DIFFERENT WAYS
Our Proprietary App has helped agents deliver over $300M in Local, State, and Federal Tax Incentives to their clients. Our Industry Experts work with your clients to discover which incentives they are eligible for. Fees are based on a percentage of savings.
Workers Compensation Insurance Audit
70% of all employers have overpaid on their Workers' Compensation premium costs. Our team performs a review to determine if there is an opportunity for a lower rated classification as typically determined by insurance company underwriters.
Waste & Recycling
Our analysis includes finding loopholes by conducting a thorough review of your property, past invoices and pricing schedule. Whether the property is located in a city with set pricing or an open market, we know what it takes to uncover big savings.
Parcel & Shipping
Our audit software automatically downloads carrier invoices and secures refunds for clients. Our processes are not intrusive. We currently have an annual audit volume of $1.6 Billion Dollars and our billing is based on a percentage of received refunds.
Our Credit Card Merchant audit helps organizations reduce payment processing expenses. Our proprietary tools audit and analyze credit card processing and provide transparency to merchant fees and statements. Fees are based only on a percentage of savings.
Research & Development
We perform an in-depth analysis to determine which R & D credits may apply. Any company that designs, develops or improves products, processes, techniques, formulas, inventions, or software may be eligible.