The Process

Simple. Transparent. No Risk.

From first call to verified savings, here's exactly what working with Aequitas Cost Recovery looks like — step by step.

15 minDiscovery call
4–8 wksTo first savings
$0Upfront cost
100%Performance-based
Step 0115 minutes

Free Discovery Call

We start with a brief call to understand your business — your industry, size, and the types of expenses you're carrying. No forms, no paperwork. Just a conversation to confirm we can help and to set expectations for what comes next.

  • No obligation, no cost
  • We assess your recovery potential on the call
  • You decide if you want to proceed — zero pressure
  • Works for any industry or business size
Step 023–5 business days

Expense & Contract Review

You share your vendor contracts, utility bills, telecom invoices, software subscriptions, and any other recurring expenses. We do the heavy lifting — reviewing every line item, benchmarking against current market rates, and building a complete picture of where your money is going.

  • Secure document sharing — your data stays private
  • We review contracts, invoices, and subscription records
  • Benchmarked against current market rates
  • Works alongside your existing accountant or bookkeeper
Step 03Delivered within 1 week

Savings Opportunity Report

We present a detailed Savings Opportunity Report — a clear, itemized breakdown of every cost reduction we've identified, the estimated savings for each, and our recommended action plan. You see exactly what we found before we do anything.

  • Itemized list of every savings opportunity
  • Estimated annual savings for each item
  • Prioritized by impact and ease of implementation
  • No surprises — full transparency before we act
Step 042–6 weeks

We Execute the Reductions

Once you approve the plan, we get to work. We negotiate directly with vendors, renegotiate telecom and utility contracts, identify and claim tax credits, and eliminate unnecessary subscriptions — all on your behalf. You stay informed throughout without having to manage any of it yourself.

  • We handle all vendor negotiations
  • You approve any changes before they take effect
  • Regular progress updates throughout
  • We work around your schedule and operations
Step 05Ongoing

Verified Savings & Ongoing Monitoring

Every reduction is documented and verified. We provide a final Savings Summary showing exactly what changed, what you're now paying, and what you're saving annually. Then we continue monitoring your expenses on an ongoing basis — catching new overcharges and opportunities as they arise.

  • Full documentation of every reduction achieved
  • Annual savings summary with before/after comparison
  • Ongoing expense monitoring included
  • We only invoice when savings are confirmed
How We Get Paid

You Only Pay When
We Deliver.

Our fee is a percentage of the verified annual savings we achieve for your business. If we don't reduce your costs, you don't pay anything. It's that simple.

Upfront cost$0
Monthly retainerNone
Fee triggerVerified savings only
No savings?No invoice — ever
Common Questions

What Clients Ask Us

How long does the whole process take?

From discovery call to first verified savings, most clients see results within 4–8 weeks. Some reductions — like cancelling unused subscriptions — happen within days. Larger contract renegotiations can take 6–8 weeks depending on the vendor.

Do I need to be involved day-to-day?

No. We handle the work. You'll need to share documents at the start, approve the savings plan, and sign off on any contract changes — but we manage all negotiations and communications with vendors on your behalf.

Will this disrupt my business operations?

We're careful to ensure continuity. We never cancel or change a service without your explicit approval, and we time transitions to minimize any disruption. Most clients notice no operational impact at all.

What if you don't find any savings?

It's rare, but if we don't identify meaningful savings opportunities, you owe us nothing. Our entire fee structure is performance-based — we only get paid when we deliver verified, documented reductions.

How do you charge for your services?

We take a percentage of the verified annual savings we deliver. There are no upfront fees, no retainers, and no charges if we don't save you money. The exact percentage is agreed upon before we begin.

Can you work with my existing accountant or bookkeeper?

Absolutely. We complement your existing financial team — we don't replace them. Many of our clients have us work directly alongside their accountant or bookkeeper, and we're happy to coordinate with them throughout the process.

Ready to start your free discovery call?

15 minutes. No obligation. No cost.

Book a Discovery Call