IT Cost Optimization Review — on-site or virtual. 50% OFF service fees if booked before December 31, 2025 (travel excluded)
Fraud-Aware • Evidence-First

IT Cost Optimization Review

In 7 days, we’ll show you where money leaks — and how to fix it with evidence. On-site (2-day) or Virtual. Designed for SMB CEOs who want proof, not platitudes.

Fraud-aware purchasing review Savings + smarter spending On-site (2-day) or Virtual
Serving SMBs across Canada & U.S. since 2004 • Flat-fee, evidence-based recommendations
Limited-Time 50% OFF
Built for decisive savings
  • Discovery - intake, last 12 months of invoices/POs, vendor list, licensing overview, renewal calendar
  • Financial analysis - duplicate/incorrect billing detection, right-sizing subscriptions, contract term review, renewal clean-up
  • Evidence package - SKUs, serials, photos where applicable, contract excerpts, and pricing benchmarks
  • 90-day roadmap - prioritized actions for savings and where to invest to protect uptime and performance
  • Optional follow-up - negotiation support and implementation check-ins
8 review slots left for 2025 Discovery calls this month: 7 / 20
What size is your business? We’ll tailor the content.

Savings Assurance

If we can’t identify savings equal to at least 50% of your paid fee, you’ll receive our Quarterly Review Service free for the next 12 months.

Applies to On-Site, Virtual, and Virtual-Only reviews booked before December 31, 2025. Full details available upon request.

Why it matters

Small procurement mistakes compound into overspend, downtime, and hidden risk. We uncover them — fast.

Fraud & Leakage

We test invoices against known fraud patterns and look for duplicate/incorrect billing.

Right-sized Hardware

New vs refurbished — designed as a redundant, risk-balanced mix that saves smart.

Licensing Clarity

Quantities, types, device vs user, server vs workstation, volume/OEM — explained without jargon.

Pricing Intelligence

We track shifts and define what is a great price vs an upsell.

Key Questions We Ask

Does your current process prevent duplicate billing, license sprawl, and over-spec’d gear?

  • Who manages your IT — In-house or External?
  • Who orders and receives IT products/services?
  • Who verifies deliveries — serials, models, condition (new vs used)?
  • Do they understand licensing (perpetual vs monthly/annual, server vs workstation, volume/OEM)?
  • Are they price-aware of current market fluctuations?
These basics often reveal where leaks begin.

Comprehensive Scope

We consider every factor in your IT spend — then rebalance for efficiency.

Purchasing & Receiving

POs, invoices, approvals, delivery verification, RMA processes, and fraud-pattern checks.

Hardware Strategy

New vs refurbished with redundancy to offset premature failures — save money, smartly.

Licensing & Agreements

User/device counts, agreement types, server/workstation, OEM & volume discounts, renewals.

Services & Subscriptions

Cloud, connectivity, security, backups, support contracts — remove overlap, right-size tiers.

Labor & Process

Vendor mix, internal vs external roles, SLAs, escalation, and change management.

Optimization Roadmap

Clear actions to reduce spend and improve what deserves investment.

On-Site: Premium 2-Day Review

Best for complex environments and mixed vendor stacks. Being on-site accelerates discovery and typically uncovers more savings and optimization.
Typical total effort: 7 days (2 on-site + prep & analysis).

  • Deep discovery with real-world context
  • Stakeholder workshops & live walk-throughs
  • Fast validation of inventory and deliveries
Pre-visit requirement: Intake + deposit must be completed ≥2 weeks prior to the visit.

Virtual (Remote)

Best when travel isn’t possible; same method, remote context.
Typical total effort: 5 days remote.

  • Interviews, document & invoice analysis
  • Tool-assisted inventory & license reviews
  • May uncover fewer issues vs on-site due to reduced context
Whenever possible, choose on-site first for the richest outcomes.

What You’ll Receive

You’ll leave with proof of waste, validated numbers, and a 90-day execution plan — not just suggestions.

Comprehensive Report
  • Where to save immediately without increasing risk
  • Where you should invest more to prevent downtime and waste
  • Purchasing & licensing corrections with verified model/serial details
  • Fraud-pattern findings and remediation steps
  • 30-, 60-, 90-day optimization roadmap
Confidence Check

Running a tight ship already? Great — an independent view complements your inside view and helps you prove efficiency to stakeholders.

What to Expect & Our Track Record

Grounded in work we’ve done for SMBs since 2004.

3×–10× ROI

Typical improvement in cost-to-value after prioritized actions.

Fast Wins

Measurable savings often identified in the first 30–60 days.

Evidence-First

Recommendations include SKUs, serials, contracts, and pricing benchmarks.

Our Track Record

We’ve supported SMBs across Canada and the U.S. since 2004. Highlights from related IT cost and procurement work:

  • Vendor and license audits across Microsoft 365, backup, security, and connectivity.
  • Negotiation support with evidence packs that reset quotes to market-realistic pricing.
  • Hardware strategies blending new and refurbished with verified delivery/condition checks.
  • Playbooks and checklists that keep savings repeatable during renewals and upgrades.
How we measure success
  • % reduction in recurring spend (SaaS, licensing, connectivity)
  • Verified delivery & condition match rates (serials/models)
  • Cycle time to implement priority actions
  • Renewal calendar cleanliness and contract clarity

Pricing & ROI

Designed for organizations with 26–500 employees and annual revenues between $1M–$20M+. For teams of 4–25 employees, see our Very Small SMB page.

All prices in USD. CAD equivalent available upon request.

🎯 Limited Time Offer: Book before December 31, 2025 and receive 50% OFF your service fees (travel & accommodations excluded).
Estimate Your Cost

One-time fees shown below; monthly retainers listed separately. Regular and promotional prices reflect the 50% off offer until December 31, 2025.

Select options to see your estimated cost.
Typical savings: 3×–10× of fee (varies by environment). See our Savings Assurance
Limited-Time 50% OFF
On-Site Optimization Review

Best for complex environments and mixed vendor stacks.

Comprehensive 7-day engagement (2 on-site + prep & analysis). Deep discovery at your facility for maximum savings.

  • Multi-phase analysis: pre-work, on-site, reporting
  • Includes fraud testing & licensing analysis
  • Ideal for 40–500 employee organizations
  • Travel billed at cost*
$12,995–$17,995 USD
$6,498–$8,998 USD
Now 50% OFF until December 31, 2025
Book Discovery Call
Virtual Optimization Review

Best when travel isn’t possible; same method, remote context.

5-day remote review with full data collection, virtual interviews, and financial analysis.

  • Full digital intake + interview sessions
  • Comprehensive optimization report
  • No travel costs
$7,995–$11,995 USD
$3,998–$5,998 USD
Now 50% OFF until December 31, 2025
Book Discovery Call
Optional Add-Ons
  • Follow-Up Review (Virtual)
    $2,000$1,000 USD
  • Executive Summary Presentation
    $1,500$750 USD
  • Executive IT Trusted Advisor (Monthly)
    $1,895/mo$995/mo USD
  • 1 Yr Quarterly Follow-Up
    $2,000$1,000 USD
  • 2 Day CEO 1-on-1 Bootcamp
    $7,995$3,998 USD
Now 50% OFF until December 31, 2025

* On-Site travel (transport + lodging if required) is billed at cost, capped at $2,000 USD. Cluster Bonus: If 4 additional On-Site reviews (same service type) start within a 21-day window in the same metro area, travel is waived for all clients in that cluster and the sourcing referrer’s own service is FREE (of that type). Each booking beyond those 4 within the same 21-day window earns the referrer an additional $1,000.

Frequently Asked

No. We reduce waste and highlight where spending should increase to protect uptime, security, and performance. That’s true optimization.

Invoices/POs, delivery docs, serial/model snapshots, license inventories, vendor statements, service contracts, and stakeholder interviews.

Finance, operations, IT leadership, and anyone handling ordering, receiving, or license management.

We schedule on a first-come basis. For on-site engagements, please complete intake and deposit at least 2 weeks before preferred dates.

No. We’re vendor-neutral and optimize what you already have. If replacement is justified, we’ll show evidence and options, but the decision is yours.

Recent invoices/POs, current Annual IT Budget, previous year IT Budgets, active software licensing info, basic asset counts, operating model, vendor contracts, etc. Don’t stress if you’re missing some — we’ll help you fill gaps.

Download Intake Checklist

On-Site: team typically dedicates 4–6 hours over 2 days. Virtual: 3–5 hours over 5 days. Most prep handled via our intake questionnaire.

We don’t guarantee a number, but we validate every recommendation with evidence (serials, SKUs, contract terms, pricing benchmarks) so you can act with confidence.
Network Partner Program

Earn rewards when you introduce us to peers who book a review. No reseller contract required.

Standard Rewards
  • $1,000 per On-Site booking
  • $250 per Virtual booking
  • Paid after intake + deposit received
Bonuses
  • Cluster Bonus: 4 additional bookings (same service type) with start dates within 21 days in the same metro ⇒ your own service is FREE (of that type). Each booking beyond those 4 within that window earns +$1,000.
Use your unique link with ?ref=yourname-or-email. We’ll attribute bookings to that ref.
?ref=
Tip: keep it short (e.g., chamber-oakville or pat-s)
Reserve Dates
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