Financial Leakage Review
We find the money already leaking inside your business.
Service businesses quietly lose money through slow collections, missed billing, pricing that hasn't kept pace, costs that outlived their purpose, and margin they can't see clearly. RecurSave reviews your numbers, identifies what may be recoverable, and if there is a fit, commercial terms are outcome oriented and agreed in writing before any data is shared.
NO UPFRONT FEE
Nothing is charged before value is identified and scope is agreed in writing.
ALIGNED TO RESULTS
Performance-based, not hourly. Commercial terms are agreed in writing per engagement, after qualification.
ANY ACCOUNTING SYSTEM
Works with Xero, QuickBooks, MYOB, and more
NDA FIRST
Confidentiality agreed before any data is shared
01 What We Review
Six places money leaks in service businesses.
RecurSave looks for six specific categories of financial leakage.
Receivables drag
Invoices beyond terms, clients who have drifted, credits not followed up. Money owed but not in the bank.
Missed billing
Work completed but not invoiced. Out-of-scope work absorbed. Gaps between what was quoted and what was raised.
Pricing leakage
Rates unchanged while costs rose. Discounts applied inconsistently. The gap between what could be charged and what is.
Recurring cost bleed
Subscriptions and contracts paid for but no longer used or needed at the current tier.
Duplicate and erroneous payments
Vendors billed twice. Invoices paid that should not have been. Often identified and resolved quickly.
Margin leakage
One service type or client segment subsidising the rest without the owner knowing.
02 How It Works
A structured process. Clear findings, defined outcomes, and everything agreed in writing before review begins.
Qualification
A short conversation to understand your business and whether there is a realistic case for proceeding. No data is requested at this stage.
Confidentiality and data request
If we agree to proceed, a confidentiality agreement is signed before anything is shared. We then request only the specific financial exports needed: standard reports from Xero, QuickBooks, MYOB, or any accounting system that can export transaction level data, sent via a secure folder, not email.
Findings and next steps
We deliver a written findings report identifying recoverable value across the categories reviewed, with estimated value, confidence level, and priority for each finding. Where needed, limited procedural guidance is included to help you verify and realise the identified value. Commercial terms are performance based where measurable and agreed in writing per engagement. RecurSave does not provide financial advice and does not take on an ongoing operational role.
03 Is This a Fit?
This works well for some businesses. Not all of them.
Good fit
- ●Service or professional businesses with annual revenue above $500,000
- ●The owner or founder makes financial decisions directly
- ●You use any accounting system that can export reports
- ●You want to identify recoverable value in your business and are open to acting on prioritised findings
- ●You are open to sharing financial records under a signed confidentiality agreement with a defined scope
Not a fit
- ●Product, retail, or inventory heavy businesses
- ●Businesses below $500,000 in annual revenue
- ●Businesses with less than 12 months of clean accounting data in their current system
- ●Businesses where the financial decision maker is not available to engage
- ●Businesses under formal insolvency proceedings or active financial disputes
- ●Anyone seeking tax advice, accounting services, audit, or regulated financial advice
04 Security and Data Handling
You are sharing sensitive financial information. Here is how we handle it.
Confidentiality before intake
A mutual confidentiality agreement is signed before any financial information is shared or discussed.
Secure transfer
Financial documents are shared through a secure, access restricted shared folder. We do not accept financial data via standard email.
Minimum data only
We request only the specific reports needed for the agreed review scope. We do not ask for system credentials or access beyond what is required.
Terms defined in writing
Data handling, scope, measurement methodology, and commercial terms are all set out in a signed engagement document before any review work begins.
05 Request a Review
Start with a conversation.
Every enquiry is reviewed personally. If your business is a likely fit, we will be in touch within two business days to arrange a qualification call. No financial documents are requested at this stage.