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Recharge explained: turning client software spend into firm margin
Your client is paying for eleven software tools they don’t use, and you already know it. You saw it during the last reconciliation but didn’t say anything — flagging it meant an hour of unbillable digging. That silent knowledge is exactly where recharge turns into margin, if you build the report instead of just noticing […]
The 5 most common sources of SaaS waste in SMBs
Most SMBs don’t have a software waste problem so much as a software visibility problem. Nobody’s stealing anything; the money just leaks out through the same five sources of SaaS waste, quarter after quarter, because no single person owns the full picture of what the company’s actually paying for. Once you know where to look, […]
The preliminary financial assessment: your fastest advisory foot-in-the-door
You’ve got a client who’s been “meaning to talk about advisory work” for two quarters running. They trust you with compliance. They just haven’t seen a reason to pay you for anything more — because you’ve never shown up with something that made the case for you. A preliminary financial assessment is that something: a […]