DO YOU WANT TO INCREASE YOUR BOTTOM LINE BY 10-25%+?

We have saved or made hundreds of companies millions of dollars with this program! This is not just information. It includes specific cost savings in areas such as AP, Shipping, Health Care, Taxes and many other Operating Expenses.

Let us provide you a no cost analysis of your business operations. We know how to figure out your numbers. We work with our expert partners to identify savings within your company. After we determine what the expense areas are within your business we can start to help. With your permission we lock the savings in and keep a percentage of the savings we create for your company. There are no other costs for this service. We continue to monitor your savings to make sure they continue. If we don’t save you any money you pay nothing.

WE UNDERSTAND THAT MANY OF THESE EXPENSES ARE SENSITIVE INFORMATION. WE HAVE BEEN DOING THIS FOR MANY YEARS. WE KNOW HOW TO KEEP THIS INFORMATION SECURE AND CONFIDENTIAL (UNDER NDA IF REQURIED). WHEN WE ARE FINISHED, WE WILL DELETE THEM FROM OUR SECURE DROPBOX.

Call us at 503-830-6582 or email us at paul@phdadvisors.net to schedule a short introductory call and strategy session. You can get to know who we are, what we have done, and our trustworthiness.

Here are some of the areas in which we have saved our clients millions of dollars:

TAX SAVINGS:

With all of the tax changes precipitated by Covid and the change in administrations, there are several ways you can save on company taxes. In conjunction with our sister accounting and tax firm, Collaborative Business Solutions we will help you take full advantage of Uncle Sam's largesse:

-Company Tax Planning: We use proprietary software to help you put together a plan for the coming year, which will result in tax savings, guaranteed!

-Employee Retention Payroll Tax Credit: The CARES Act initially allowed either PPP or this. Now you can double dip! We will help you maximize this valuable credit.

-EIDL: The limit on this 3.75% loan has been increased from $150,000 to $500,000. We can help you apply for this and receive it.

-Cost Segregation/R&D and many other tax savings

OTHER OPERATING COST SAVINGS:

We have partners who specialize in helping companies of all sizes (above $1,000,000 in revenues) to automate their processes and reduce their costs in the following areas and more:

-Accounts Payable: Are you spending a lot in your A/P department? If you are spending over $10M in A/P not including payroll or rent, let us help you automate your A/P. This sounds like a scary process but it really isn’t. Our partner has over $1B in revenues, has been doing this for over 30 years now and is a leader in A/P automation. We will save you money as well as turn your A/P department into a profit center via rebates from your disbursements.

-Shipping: Are you shipping costs too high? If you are spending more than $1M in shipping, we can help you save in this category with our great software solution. Our no cost implementation and integration with your ERP accounting system is seamless over multiple locations. Let us show you how the process can be streamlined helping your shipping department saving you money.

-Health Care: Let us see if our solution can save you money for the same if not better coverage. As you know the Healthcare spend is a big cost for a company. We think we can help.

-Other Operating Costs (except payroll and rent): Our service uses Artificial Intelligence software to benchmark expenses for a business. This service shows what expenses should be, compared to what is being paid. This information is based on data from a 6 Trillion data lake of expenses from over 10 million businesses. It will flag the expense category that needs to be adjusted. Our service actually does the negotiation on your behalf to make sure you are getting the pricing you desire. This service does not cost you anything. We just charge a percentage of the savings we create for your company.

I order for us to proceed with your business analysis we will need your company General Ledger. From there we run this information through our program to determine the savings. All information is strictly confidential. If desired we can provide you an NDA if you would feel more comfortable with the process. As you may know the G/L will not show any confidential financials for the business but will show company vendors and what they are paid.

Whether you're on a growth path or just looking for ways to improve your bottom line, Give us a call. We can help!