How we work
Everything in writing.
No meetings required
From documents to refund
The same order in every category — and every step arrives in your inbox, not in a meeting.
- 1You send documents
Email or secure upload. Fifteen minutes of your time, usually less.
- 2We audit
Line-by-line review against the actual governing documents — tariffs, classification manuals, your contracts, state rules. Evidence, page and line.
- 3You get a written number
Every finding with its rule, its math, and its dollar value. If there’s nothing, we say so in writing — no upsell, no “let’s hop on a call.”
- 4We recover
We prepare and manage the refund claims, corrections, and disputes. You approve everything before it’s filed.
- 5We get paid last
Our fee is a share of the money that has actually reached you.
Why writing?
We hold your vendors to what their own documents say. It would be strange to hold ourselves to less.
Because it’s auditable — the same standard we apply to your vendors. Every claim we make arrives with its evidence attached, and you can forward it, question it, or check it yourself.
What we never do
The same five commitments apply to every audit we run, whatever the vendor and whatever the size.
Charge retainers
Bill hours
Require system access
Lock you into exclusivity
Call you unannounced