25 Minute Zoom Meeting

As a non-profit, every dollar in costs takes from the services we are able to provide in fulfilling our mission. When we hired you, we were skeptical that you would find any savings as we had recently switched to a new provider because they were providing a 20% savings above the previous merchant processing company. Because we had just made a change I had told you I was reluctant to make a change as it is so disruptive. Your analysis found that we were not on the correct code for the payment types we were receiving. I was shocked as we just changed providers 6 months earlier and could not believe that two different companies in this business missed that. I believe it was because when you interviewed us, we answered questions that had never been asked by any providers in the past. This classification change is providing over $100,000 in savings per year that we no longer need to fundraise for. Thank you so much, what a valuable service you provide and are looking forward to seeing what else you can find.

On a monthly basis, we got bills for IT services and had no clue if we were really receiving the services that were invoiced. We were referred to Expense To Profit and they reviewed our situation. They suggested we interview two new providers and also include our existing provider whom we liked. They suggested we do an RFP and require the provider to be a fixed-price billing model. We no longer worry about unforeseen issues such as malware infections and software upgrades triggering outrageous bills. The fixed-price billing model is a blessing.

After Expense To Profit was successful in other expense areas we discussed doing a Health Insurance benefits review. We had just received our annual renewal and were surprised that the costs were only going to be 2.5% higher. They contacted our current provider and actually secured a reduction of 7% from the prior year. While they were negotiating with our current carrier they surveyed the market place for additional providers we might want to consider. Their analysis provided additional savings of 10% (total 22.5% from the original renewal offer) and a better plan for our company. More surprising is this was done while keeping all deductibles and annual limits the same and providing more benefits. Our employees and their families thank you!

We were referred to Expense To Profit through an adviser we are using. When Marc reviewed our expenses he noticed we had not claimed any R&D Tax Credits. We are not sure why our existing CPA never suggested we file for those credits. Marc and his CPA R&D Tax Credit team found we did qualify and also provided the forms necessary to amend our past three years' returns to recover the overpaid taxes. In addition, he and his team will also support us should the IRS have any inquiries in regards to our amended return for no additional fee.