FINANCIAL LEAKAGE REVIEWSFOR OWNER-LED BUSINESSES
Find the money leaking out of your business. Start with a free review.
Service businesses leak money through problems like duplicate payments, unpaid receivables, and billing gaps. RecurSave reviews your submitted files, identifies what they support, and estimates what may be recoverable. The review and Findings Summary are free. You only pay if you request the detailed Report.
REVIEW & SUMMARY FREE
The review and Findings Summary are free.
10% REPORT FEE
Only if you request the detailed Findings Report.
COMMON ACCOUNTING EXPORTS
Supports files exported from Xero, QuickBooks, MYOB, and similar systems.
CONFIDENTIALITY COVERED
Your Engagement Agreement includes confidentiality terms. Signed once, online.
01 WHAT WE REVIEW
Six places money leaks in service businesses.
Three categories are reviewed for evidence-supported recoverable value. Three are observational and may be noted without assigned recoverable value.
Primary review categories
Reviewed in every engagement. If material findings are identified, these are the categories used to estimate recoverable value in the free Findings Summary and optional paid Findings Report.
Duplicate or erroneous payments
Where vendor payments appear to have been made in error and the submitted records support a recoverable amount.
Clean receivables recovery
Where money owed to the business appears recoverable from the submitted records.
Directly provable missed billing
Where the submitted records directly support that an invoice or recoverable billing amount may be missing.
Observational categories
Additional patterns may be noted for context. These do not receive assigned recoverable value unless the submitted records directly support a recoverable amount.
Pricing drift
Where pricing appears to have moved away from the business’s current cost or service reality.
Recurring cost bleed
Where recurring charges may no longer appear aligned with current business use or need.
Margin distortion
Where the records suggest some work, clients, or service lines may be weakening margin visibility.
RecurSave identifies what the evidence directly supports. You decide what to do with the findings.
02 How It Works
How It Works
Start your review
Fill in a short form about your business and sign the Engagement Agreement online. The agreement covers fees, confidentiality, and how your information is handled. Completed online in minutes.
Upload your files
We send you an upload link tied to your email. You upload six standard accounting exports: four covering the last 12 months and two current aging reports. No system credentials. Nothing sent over standard email.
We review
Within 15 business days of receiving your complete records, we deliver the outcome of the review. If there are material findings, you receive a free Findings Summary showing the number of findings, our confidence in them, and the total estimated recoverable value. If we find no material recoverable value, we tell you in writing and the engagement ends with no fee.
You decide what happens next
If the Summary identifies material estimated recoverable value, you have 10 business days to request the detailed Findings Report. The Report fee is 10% of the total estimated recoverable value stated in the Summary, paid before delivery. If you do not request the Report within 10 business days, the engagement ends with no fee.
RecurSave identifies what the evidence directly supports. You decide what to do with the findings.
03 PRICING
Pricing
The review and Findings Summary are free. After seeing the Summary, you decide whether to request the detailed Report.
Review is free
We review your submitted files and assess whether they support material recoverable value.
Findings Summary is free
If material estimated recoverable value is identified, you receive a free Summary before deciding whether to proceed.
You decide after the Summary
You decide whether to request the detailed Findings Report after seeing the Summary.
Report fee is 10%
If you request the Report, the fee is 10% of the total estimated recoverable value stated in the Summary.
If nothing material is identified
No Report fee is payable. The engagement ends with no further obligation.
Simple example
If the Summary identifies $20,000 of estimated recoverable value, the Report fee is $2,000. The fee is calculated in the operating currency you provide at intake and is paid only if you request the Report. It is for the detailed findings and supporting evidence, not guaranteed recovery.
04 Is This a Fit?
Is This a Fit?
RecurSave works well for some businesses. Not all of them. Here is how to tell.
Good fit
- ●Owner-led service businesses, typically $500K to $5M annual revenue
- ●Owner or founder still makes financial decisions and signs off payments
- ●At least one person other than the owner handles invoicing, payments, or bookkeeping
- ●Multiple jobs, projects, or recurring invoices flowing through the business
- ●Using Xero, QuickBooks, MYOB, or a similar accounting system that exports standard reports
- ●Open to sharing financial records under a signed Engagement Agreement with defined scope
Not a fit
- ●Businesses where the owner personally handles every transaction
- ●Businesses below $500K annual revenue
- ●Businesses with less than 12 months of data in their current accounting system
- ●Product, retail, e-commerce, or inventory-led businesses
- ●Businesses under formal insolvency proceedings or active financial disputes
- ●Anyone seeking tax advice, accounting services, audit services, debt collection, operational advice, legal services, or regulated financial advice
- ●Businesses where the owner or financial decision-maker is not personally involved in the engagement
05 Security and Data Handling
Security and Data Handling
You are sharing sensitive financial information. Here is how we handle it.
Confidentiality in the Agreement
Confidentiality terms are part of the Engagement Agreement itself, not a separate document. When you sign the agreement, those terms are in force.
Access-restricted upload
Files are uploaded through an access-restricted link tied to your email. We do not accept financial data via standard email.
Minimum data only
We request only the specific reports needed for the review. We do not ask for system credentials or live integrations. Standard exports only — no accounting system or bank logins.
Source files deleted after the engagement
Your source files are permanently deleted from our systems within 30 days of the engagement ending, whether you request the Findings Report or not. Deletion is confirmed in writing.
RecurSave identifies what the evidence directly supports. You decide what to do with the findings.
START YOUR REVIEW
Start Your Review
Submit your details and you will receive the Engagement Agreement to review and sign. The review and Findings Summary are free. After signing, you will receive an access-restricted upload link for the required files.
07 Frequently asked questions
Frequently asked questions
How is the 10% fee calculated?
The fee is 10% of the total estimated recoverable value identified across all findings, as stated in the Findings Summary. Estimates are good-faith commercial estimates based on the data reviewed, not guarantees of recovery. The fee is calculated on the estimated value at the time of the review, not on the amount you ultimately recover.
How does the pricing actually work in dollars?
If the Findings Summary identifies $20,000 of estimated recoverable value, the fee for the detailed Findings Report is $2,000. If it identifies $5,000, the fee is $500. If it identifies nothing material, no fee is payable and the engagement ends. The fee is always 10% of the total estimated recoverable value across all findings, calculated at the time of the Summary, agreed before you commit to receive the Report.
Why not contingency — paid only after I recover the money?
Recovery depends on your actions, your customers, your suppliers, and timing factors outside RecurSave's control. RecurSave identifies what is recoverable; recovery itself is owner-driven. Tying the fee to estimated value rather than recovered value lets the engagement complete in defined timeframes and lets you act on the findings on your own terms.
Why don't you help me actually recover the money?
Recovery depends on relationships you have with customers, suppliers, and your team. RecurSave's role is to identify what appears recoverable and provide the evidence and reasoning behind each finding. From there, you decide what to do with each one. Tying the fee to identification rather than recovery also keeps the engagement bounded, so you are not signing up for an open-ended commitment.
What if you find nothing material?
If the review identifies no material recoverable value, we notify you in writing, no Findings Summary is issued, and no fee is payable. The engagement ends with no further obligation on either side.
How long does the review take?
We deliver the free Findings Summary within 15 business days of receiving your complete records. If you request the Findings Report, the Report is delivered after payment, with timing detailed in the Engagement Agreement.
What data do you need?
Six exports or reports: general ledger or transaction history for the last 12 months, primary operating bank transactions or statements for the last 12 months, invoice listing for the last 12 months, supplier bills or vendor payments for the last 12 months, current accounts receivable aging, and current accounts payable aging. No system credentials. The Engagement Agreement details the exact files before you upload anything.
Do you need access to my accounting system or bank account?
No. We do not request system credentials, do not log into your accounting system, and do not connect to live integrations. You export the required reports and upload them through an access-restricted link tied to your email.
Who sees my data?
Only RecurSave personnel directly involved in your review. Confidentiality terms are part of the Engagement Agreement, signed before any data is uploaded. Your source files are permanently deleted from our systems within 30 days of the engagement ending, whether you request the Findings Report or not. Deletion is confirmed in writing.
Will the Findings Summary tell me where the leaks are?
The Summary tells you how many findings we identified, how many of RecurSave's three primary review categories they fall across, the confidence profile, the total estimated recoverable value, and the Report fee if you decide to proceed. The Summary does not name the specific categories, specific transactions, or specific evidence. Those details are in the Findings Report.
What happens after I get the Findings Report?
The engagement ends. RecurSave does not implement changes, monitor outcomes, participate in recovery, or provide ongoing advisory services. You decide whether and how to act on each finding. The Report provides the detailed findings, supporting evidence, and reasoning needed to decide next steps.
Can my accountant or bookkeeper run the review for me?
Accountants and bookkeepers are well-positioned to act on the findings, but the review itself is RecurSave's role. RecurSave looks specifically for evidence-supported financial leakage within the submitted records. The Findings Report is designed so your accountant or bookkeeper can use it as an input to follow-up action.
What if I have more questions?
Email hello@recursave.com.