Services

Financial Optimization

Unlock hidden savings and strengthen your financial foundation.

Comprehensive expense analysis to uncover unnecessary or hidden costs.
Tax reduction strategies, including employer tax credits (up to $639 per employee per year).
Accelerated property depreciation programs that deliver substantial tax refunds.

Employee Benefits

Boost employee satisfaction while reducing overall costs.

Virtual healthcare with no copays or deductibles, fully compatible with existing insurance.
Access to compound pharmacy with low or no cost prescriptions, save on healthcare costs.
Employees can save up to $150 per paycheck through virtual healthcare participation.
Financial support services, including debt resolution and student loan assistance.

Technology & IT Solutions

Smarter technology, lower costs, and zero infrastructure demands.

Technology assessments to reduce spending and elevate performance.
IT automation solutions that work without internal IT resources.
Telecom and wireless audits to eliminate overcharges—no carrier changes required.
Fleet management with advanced GPS, real-time monitoring, and cost-saving tools.

Operational Efficiency

Streamline processes and improve daily productivity.

Workflow and process optimization tailored to your operations.
Merchant processing cost reduction, including checks for free Clover Station eligibility.

Flexible capital options are built around your business.

Alternative lending with minimal documentation and bank statement approvals.
Competitive traditional lending for low-risk businesses.
Various programs include fast funding—typically within 72 hours.
Corporate credit cards require no personal guarantee, featuring 2%+ rewards and no annual fee (minimum $2M annual spend).
B2B cash-flow solutions, including accelerated payments and early-pay discount programs.

Energy & Utilities

Reduce overhead with more efficient energy and utility management.

Energy brokerage in deregulated states with reverse-auction bidding to secure the lowest rates.
Nationwide telecom and utility expense management programs.