Boutique by design
We stay small deliberately. We bid only for engagements where we are confident we are the best firm for the work. No exceptions.
Recovery Auditing & Consulting
Boutique by design since 1984.
The deepest recovery audit in the industry, delivered by a carefully assembled team of U.S.-based experts. Forty years of institutional knowledge, applied to your accounts payable. The highest net recoveries, the strongest vendor relationships, and the lowest reversal rates — on a contingency-only basis.
Large firms chasing scale. Generalist auditors, mostly low-cost offshore labor. Standardized basic scripts run across hundreds of clients. The easy finds only — the deeper recoveries, the ones a trained eye would catch, go undiscovered and unrecovered.
Small teams of senior U.S.-based auditors. Custom software built for your environment. Deep knowledge of your industry, your vendors, your operating rhythms. The recoveries others miss are where our rate earns itself back many times over.
We stay small deliberately. We bid only for engagements where we are confident we are the best firm for the work. No exceptions.
Clients describe us as an extension of their team. We heed your guidance. We adapt to your culture. A resource, always.
Every auditor, every analyst, every correspondence — in-house and U.S.-based.
Built completely in-house, continuously re-engineered, tailored to each engagement. Nothing else in the industry comes close.
Recovery is a relationship business. Every vendor interaction handled with care. Your relationships strengthen, they do not strain.
First or second pass, we find what others miss. Clients successfully engage us after competitor audits. Depth takes time. Forty years of it.
Pricing errors, missed discounts, unapplied allowances, and cost drift compound silently — year over year — without anyone noticing. Regular deep testing catches errors early, recovers what is owed, and signals to vendors that all terms and details are actively reviewed.
The pattern is consistent across every retailer we've worked with.
Opportunities surface with every recovery. Problems caught early. Processes tightened. Operations improve, not just the balance sheet.
We handle the work. Weekly reports keep you informed. Decisions visible at your cadence. We make your life easier, not harder.
Four decades of data on vendors, market terms, and claim types. Institutional memory you inherit, not build.
And our value does not end with recoveries. Every cycle adds. Every engagement builds on the last.
We always conduct a completely thorough review across more than 100 distinct claim types — all the basic tests plus the deeper work where the real opportunity lives.
Costing and discount compliance is the quiet backbone of margin protection. Market-price tracking through lead and transit, terms across surrounding POs, promotional cost behavior, drop-ship IMU analysis. Where other firms skim, we reconcile.
Rebates, allowances, anticipation terms, special pricing, trade discount rates, event pricing, price protection. Every contractual lever has an adjustment when it's missed. We find them all.
Prepaid charges, backorder freight, miscalculated rates, unauthorized routing, CWT and pickup allowances, carrier-contract compliance. Freight is where margin quietly leaks — we find where.
Our analytics stack is written in-house and rebuilt as the work demands — tailored to each engagement. Our Infinity Data Engine supports long-horizon audits others cannot run.
Every audit includes rigorous duplicate testing — but we go further than most. Our proprietary five-dimensional approach finds what industry-standard scripts miss: vendor-ID errors, fuzzy matches, iteration duplicates, PO-level discrepancies.
A thorough statement audit is standard practice. Where we differ: we reconcile vendor statements to AP files rather than simply monetizing returned credits. Only what is contractually owed — nothing more, preserving your vendor relationships.
We have had the privilege of serving some of the most storied names in American commerce. We protect our clients' discretion; our engagement history remains with us.
Recently, the firm undertook a ground-up redesign of its proprietary analytics stack — rebuilding from first principles, applying modern data engineering to four decades of accumulated methodology.
We went deeper on claim types others don't have the capability to find — market-price tracking through lead and transit time, terms monitoring across surrounding purchase orders, cost behavior before, during, and after promotional windows, drop-ship IMU analysis, and beyond. Our custom software runs these analyses at a scale other firms cannot match.
A consistent record across decades: fewer than 9% of our processed claims are ever cancelled — and more than 90% of our audits recover more than one-tenth of one percent of gross revenue.
The last fifteen years have been a difficult stretch for American retail. Our work has continued steadily through all of it — finding recoveries, protecting margins, correcting errors at scale. And it has helped many of our clients weather cycles their peers could not. That is what depth delivers. That is the work we do.
Development never pauses. We continually refine our tooling, benchmark new claim categories, and invest in the analytics stack. Every client, past and present, becomes a perpetual beneficiary — of every optimization, every new heuristic, every piece of cutting-edge infrastructure we build.
This is one example. Every engagement receives the same rigor.
“There's no offshore team on the other end. No handoff to junior staff. You get me and my A-team of senior experts — and forty years of benchmarks on every vendor, every market term, every claim type.”
Rice-educated mathematician and former J.P. Morgan analyst. A deeply technical software engineer — a rare combination of credentials for this industry — and the lead architect behind every piece of the firm's tooling. His ground-up redesign of the analytics stack unlocked depth the rest of the industry cannot reach. As just one example: for a major department-store client, recoveries now run ten-fold what they did before the redesign.
Reach out. A conversation is the best place to start — no commitment, just an honest discussion of what recovery looks like for your organization.