Process

Get Started

The initial meeting is typically no more than 15 minutes. During this session, we gather basic information about your company to determine which business expense reduction and tax incentives programs you may qualify for, as well as potential specialized savings opportunities.

We can meet onsite, over the phone or via web conference…whichever best accommodates your schedule. Just use the Contact Us form and we will confirm your initial session.

See Savings Snapshot

Our process is simple. We use our proprietary software analysis system to identify which programs will deliver the best savings and cost recovery opportunities for your business and outline the projected savings range.

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

Confirm Benefit

Our team of business process experts, intellectual property attorneys, engineers, finance and tax specialists do a comprehensive assessment of your business data for the expense reduction, tax incentive and specialized savings programs identified in the initial meeting.

They will then create all the supporting documents necessary to implement each benefit opportunity.

Add to Bottom Line

Once your tax incentive, business expense reduction and specialized savings 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.

They will also continue to serve as an audit monitor ensuring that you no longer are assessed fees or add-on charges that don’t apply to your business.