Where finance and operations meet · Decide with confidence
Vendor and Contract Review
A clear list of who you pay, on what terms, and whether you’re getting what you pay for. You go into renewals and new bids prepared, with controls that stop fake‑vendor and changed‑bank‑account fraud.
The questions it answers
- 09Are the right controls in place to protect your business from costly errors and fraud?
- 02Do you know whether your business is truly profitable, or just busy?
- 07Can you fund your growth without straining cash or taking on debt you’re uneasy about?
What you get
- A vendor and subscription list with cost, owner, term and renewal date
- A renewal calendar
- A simple bid process
- Vendor setup and change controls
- Contracts to renegotiate, consolidate or cancel
How often
One‑time review (2 to 4 weeks), then the renewal calendar is kept in your monthly plan.
Free · 30 minutes · Video or phone
Not sure which of these you need?
Most owners aren’t. Tell us what’s keeping you up at night, and we’ll say plainly where we’d start.