Your software subscriptions, inventoried and ranked for action. Done for you.
SaaS and software only. Full inventory, 90-day renewal calendar, redundancies and unused seats flagged, 5–8 ranked actions with estimated savings. Delivered as a PDF + short video walkthrough. Pilot price $397.
What you get
Complete inventory of identified SaaS and software tools and costs
90-day renewal calendar
Redundancies and unused seats flagged
5–8 ranked actions (every savings figure labeled as an estimate based on the exports and statements you provide)
PDF report + 5–7 minute video walkthrough
Optional 20-minute review call
How it works
You (or your bookkeeper) send the QuickBooks or equivalent export plus recent statements. No passwords.
I build the inventory, calendar, and ranked actions.
You receive the PDF and video within 7 days of complete intake.
$397 pilot for the first 2–3 clients. Software and SaaS subscriptions only. Insurance, utilities, and other recurring spend are out of scope.
FAQs
What do I need to send?
QuickBooks (or equivalent) export for 6–12 months plus card or bank statements covering software charges. Optional view-only screen-share for 2–3 tools.
Do you take passwords?
No. I never take, receive, or store client passwords or login credentials.
Are the savings guaranteed?
No. Every savings figure is an estimate derived only from the data you supply. You decide what to act on.
Who is this for?
Local metro Detroit businesses with roughly 5–50 employees, usually referred by their accountant or bookkeeper.