FAQ

FREQUENTLY ASKED QUESTIONS

Learn more here about our:

PROCESS
SERVICES
RESULTS, and
SAVE RAISING™ INITIATIVE

Please CONTACT US if you have any additional questions or need more information.

PROCESS

Q. Is there a fee for your assessment?

There is no fee for our initial assessment(s) which determine the approximate financial savings, recoveries and/or gains to be secured for your company or organization through one or more of our services.

Q: How long does it take to run a savings assessment?

Our initial meeting is typically no more than 15 minutes. During this session, we will gather basic information about your company or organization to determine which expense reduction, financial recovery, revenue gain, and/or tax incentive programs you may qualify for. This may be done onsite, over the phone or via web conference…whichever best accommodates your schedule.

Q: What information do I need to provide?

After the initial interview, we will follow-up for additional data based on the service benefit opportunity(ies) that are best for you. For example, it may be previous invoice statements, a lease agreement, or a contract copy that’s needed.

Q: Will we need to change our current product or service providers?

Not at all! If you are satisfied with your existing vendors or suppliers, continue with them. We are here to make sure you’re not inadvertently being overcharged, or otherwise missing out on opportunities to reduce your expenses, recover assets, or generate gains that in many cases you may not even be aware are available to you.

Q: What happens if we opt to change a vendor or service provider?

Our expert team will continue to act on your behalf to make sure your new provider is billing you only for fees or line items that apply to your operation. We provide peace of mind, month in and month out, so that you can focus on your core competencies and goals.

SERVICES

Q: What types of services do you offer?

We focus on delivering expense reduction, specialized savings, revenue gain, and/or tax incentive options that you can apply directly to your bottom line for optimized funding resources or profits, whichever the case may be. Our team of expert process analysts, negotiators, engineers, attorneys, CPAs, expense auditors, and more work together seamlessly to maximize your benefit.

Q: What specialized savings and/or revenue gain services do you provide?

We provide the below savings-related services and more:

Transforming your Accounts Payable department into a highly efficient and highly secure revenue channel.
Slashing shipping and freight costs by an average of 15% to 40%, while greatly enhancing operational efficiencies.
Cutting-back significantly on employer healthcare costs as well as the related employee out-of-pocket expenses.
Reducing the costs of both turnover and absenteeism while providing financial benefit and flexibility to employees.
Analyzing and recovering funds lost due to merchant account transactional and interchange errors and overcharges.
Tracking open class action settlement cases in which you may be eligible to participate in claims distributions.
Securing unclaimed financial property (of which clients are most often unaware) from all 50 states and internationally.
Generating savings on your energy spend (in designated states).
Implementing a zero-cost processing option for your merchant account (available in most states).

Q: What expense reduction service do you provide?

Our team runs a multi-point expense analysis to identify overcharges and billing errors in key operational areas such as
credit card processing, document management, parcel shipping, waste & recycling, wireless, and worker’s compensation premiums.

Q: What tax incentive services do you provide?

Our team of tax specialists use proprietary software to identify local, state, and federal tax incentives available for your
business or organization, including cost segregation, property tax mitigation, hiring incentives and R&D tax credits. On
average, for a small to mid-size company, we are able to identify over $200,000 in tax-based incentives.

Q: Are these services that my CPA or CFO could handle?

The business expense reductions, revenue gain opportunities and tax incentives that we identify and recover on your
behalf require highly specialized expertise to maximize your benefit capture, and to ensure any overcharges found are
permanently removed.

As an example, Visa and MasterCard update their fee structures twice a year, which are referenced in documents that are several hundred pages in length. This is not an area that CPAs or CFOs generally have the time, training or desire to work through.

Similarly, tax incentives such as the R&D tax credit or cost segregation are extremely technical and backed by myriads of case law. Once again, in the majority of cases, CPAs and CFOs do not have the time or the specialized knowledge to investigate, determine, procure and defend tax incentives such as these. It takes a team of experts such as ours, focused in these specific arenas, to maximize your benefit and maintain it over time.

Q: How are you compensated for providing these services?

We are compensated based on a share of the savings identified. There is no charge for our assessment of your potential expense reduction, savings, revenue gain, or tax incentive opportunities. In effect, we offer a no-cost, risk-free diagnostic service, and if we don’t find anything worth pursuing for which you are eligible and wish to participate, you owe us nothing.

RESULTS

Q: Will my business or organization qualify for a savings benefit?

In our experience, 9 out of 10 companies or organizations benefit from one or more of our services. Your savings level will depend on what our team determines when they evaluate your applicable operational areas.

Q: Are savings ongoing or a one-time benefit?

This depends on the service type. Some services are project based and pay-out one time, while others that are recurring
will continue to deliver savings as long as you are using those services.

Q: When are recurring savings paid out?

Savings from recurring programs will be delivered on an ongoing basis, typically beginning within 3 to 6 weeks of our
analysis of your related data and verification of your benefit level.

Q: When are project savings paid out?

Project savings are typically paid out within 30 days of confirmation of your total savings benefit and recovery from the underlying service provider or taxing authority.

SAVE RAISING INITIATIVE

Q: If my business or organization participates in one or more of your services, are we required to provide referrals?

No, participation in any of our programs and/or referral of any other parties (Non-Profit or For-Profit) who may also
benefit from our service model, are always optional and at your discretion.

Q: If we opt to refer another party (Non-Profit or For-Profit) to participate in the SAVE RAISING give-back initiative, will their benefit be reduced in light of the donation(s) being made by other involved parties (i.e. Saving Analytics™)?

No, the donation(s) given to any participating charity or Non-Profit Organization are granted by Saving Analytics™ and any other For-Profit business choosing to do so, out of their respective financial resources without subtracting any portion of this amount from the benefit earned by the referral.

Q: Is a For-Profit business referred to SAVE RAISING™ by a Non-Profit Organization (NPO) required to donate to the referring NPO?

No, it is always at the discretion of the NPO whether or not the referred For-Profit Organization (FPO) is even asked to
make a donation. And if asked, it is at the discretion of the FPO whether or not they choose to donate, and if so, how much they choose to give.

Q: May our company or organization opt to participate in the referral component of the SAVE RAISING™ initiative at a later date?

Absolutely! SAVE RAISING™ referrals are always optional and welcome at any time.