Contract based B2B services
Multiple client agreements, changing scopes, renewals or negotiated rates.
Profit Leak Audit
Find the profityour business may be missing.
For B2B service businesses, small gaps between contracts, delivery, invoices, collections and recurring costs can quietly add up. We investigate the records, quantify substantiated findings and help you prioritize what is worth fixing.
Fixed fee audit: $2,000Recovery is optionalNo promised savings
01 Defined scope before work starts
02 Findings tied to evidence
03 Clear priorities, not a mystery score
04 Recovery work stays optional
The Problem
Profit rarely vanishes. It leaks.
A business can have strong sales and still leave meaningful money behind. The losses are usually scattered across small operational decisions that nobody owns.
One failed payment gets forgotten. A customer stays on an old price. A supplier bills above the agreed rate. A team keeps paying for software nobody needs. A completed piece of work never makes it onto an invoice.
Each leak feels too small to chase. Together, they change the profit you actually keep.
Where the money goes
Revenue created
Profit kept
A Strong Fit
Built for businesses with moving parts.
The audit is most useful when revenue and costs pass through several systems, people, contracts or pricing rules, and it is hard to see the whole picture in one place.
We start by understanding your records and scope. If the likely benefit does not justify the effort or fee, we will say so before work begins.
Complex billing workflows
Work, usage, milestones or change orders must make it onto invoices accurately.
Recurring supplier and software costs
Renewals, vendors and recurring charges need regular comparison against what was agreed.
A decision maker ready to act
An owner or finance/operations lead can help provide records and approve corrective steps.
What We Find
We look where money slips.
Not a generic business review. We follow the trail from what should happen to what actually happened.
Revenue that walks away
Failed payments, dormant customers, missed renewals and opportunities that were never followed through.
Billing that misses the mark
Price drift, unbilled work, change orders, discounts that never reset and usage that never gets charged.
Contracts nobody enforces
Supplier overcharges, weak renewal controls, scope creep and terms that quietly cost more than they should.
Spend that keeps bleeding
Unused tools, duplicate vendors, excess recurring spend, inefficient purchasing and routine write offs.
The Process
Evidence in. Clarity out.
We keep the engagement focused. You give us access to the systems that matter, we follow the money, and you get a dollar sized view of the leaks worth acting on.
Access
We set a short scope and review the information needed across billing, accounting, contracts and recurring spend.
KickoffTrace
We compare what was agreed against what was charged, collected and paid, line by line where it matters.
AnalysisSize
Each meaningful leak is put into dollars and ranked by evidence, recoverability and the effort needed to close it.
FindingsRecover
You receive the findings even if you stop there. Recovery work is a separate engagement if you choose to move ahead.
Optional
What You Get
A report you can act on.
The value is not a dramatic headline. It is a traceable record of what was checked, what the evidence suggests, and what deserves action next.
Executive findings
A plain language view of the main issues identified within the agreed scope and why they matter.
Leak register
A prioritized list of findings with the records reviewed, calculation method, assumptions and confidence or verification status.
Recovery roadmap
Recommended actions ranked by potential value, feasibility, ownership and effort required to close the gap.
Findings session
A working session to discuss the results, challenge assumptions, and agree which next steps merit attention.
Important distinction: an identified or estimated opportunity is not the same as money recovered. Any performance fee applies only under a separate written agreement that defines how verified value is calculated.
The Standard
We would rather show the leak than sell you a story.
A result is useful only when it can be explained, evidenced and acted on. That is the standard we use for every finding.
No inflated estimates. No invented case studies. No pressure to continue after the audit.
Pricing
Two clear offers. No fog.
The $2,000 audit stands on its own. Any recovery work is optional, separately scoped, and governed by written fee terms.
Find where the money is going.
$2,000
A defined review of selected revenue, billing, contract and recurring spend records, followed by a working session to prioritize evidence backed findings.
- ✓Review across the business areas most likely to hide leakage
- ✓Meaningful leaks sized in dollars and ranked by recoverability
- ✓A clear sequence for what to close first
- ✓Working session to walk through the findings
Fixed fee$2,000 one time. The findings belong to you.
Turn verified leaks into cash.
10 to 25%
After the audit, we can execute agreed recovery work and charge around value that is actually verified.
- ✓Any fixed implementation fee is agreed in advance
- ✓10 to 25% of verified recovered value or savings, as defined in writing before work begins
- ✓You approve the actions before recovery work begins
- ✓Clear documentation of what was recovered and why it counts
Separate engagementOnly under a separate written agreement. The calculation method is agreed before recovery work begins.
FAQ
Good questions deserve straight answers.
It is a focused review of where money can be leaking between what your business intended to charge or collect and what actually happened. The work can cover revenue, billing, collections, contracts and recurring spend. You receive findings with dollar values and a practical sequence for what to address.
Accounting and audit work is essential for accurate records and controls. Our question is different: where is the economic value falling short of what the business should have realized? We look for the gap and quantify it so management can decide what is worth fixing.
We keep the request focused. Depending on the business, that can include read only access to billing or accounting systems, selected contracts, payment information, recurring spend and a short set of context from your team. We do not ask for access that is not relevant to the scope.
The target is around two weeks from kickoff to the findings session for a suitably scoped engagement. Timing depends on complexity, record quality and access. We confirm scope, required records and the expected timeline before work begins.
Recovery is a separate engagement. Where hands on implementation is required, a fixed implementation fee may apply. The performance component is generally 10 to 25% of value that is actually verified as recovered or saved. The agreed method is documented before recovery work begins.
No. A savings figure should come from evidence, not a promise. We commit to the work and the quality of the findings. We do not manufacture a result to make the audit look impressive.
We use information provided for the purpose of the engagement, keep access as limited as practical and do not sell client data. Our detailed approach is explained in the .
The defined scope includes an executive findings summary, an evidence based leak register, prioritized next steps and a findings session. The engagement agreement confirms the specific business areas and records included before work begins.
No. The Profit Leak Audit is an operational and commercial analysis of selected records. It is not a financial statement audit, assurance opinion, tax opinion or legal opinion. You should use appropriately qualified professionals for those services.
We do not publish unverified savings claims or invented testimonials. Before deciding, you can ask to walk through the audit method and an illustrative sample format. Any illustrative examples are not representations of client outcomes.
Not necessarily. The audit is most useful where enough transactions, customers, invoices, contracts or recurring spend exist for leakage to hide inside normal activity. If we believe the economics do not make sense for your business, we will tell you.
Free Self Audit Playbook
Audit your own business. Find the leaks.
Get the free Profit Leak Self Audit Playbook and work through the same core questions we use to help businesses spot hidden gaps. Use it to inspect your numbers, estimate possible impact and decide what deserves attention first.
- A guided review of five common profit leak areas
- Simple calculations and a worksheet to record findings
- A seven day action plan to prioritize what to check next
No files, passwords or payment details required
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