FINANCIAL LEAKAGE REVIEWSFOR OWNER-LED BUSINESSES
Money may be hidingin your books.Finding out is free.
You run a service business. Your bookkeeper keeps the records current. But current is not the same as checked, and no one is looking across the whole picture for what slips through: duplicate payments, receivables that quietly aged out, billing that never went out.Money already earned. Payments already made. Records already sitting in QuickBooks.RecurSave finds what your records may be hiding. You only ever see what the evidence supports. The review and your Findings Summary are free.
QUIET MONEY REVIEW
We check your records for money that may be sitting unclaimed, the leakage a current set of books won't surface.
FREE TO FIND OUT
Free to find out if money is hiding. 10% of the value shown only if you request the full Findings Report.
NO ACCOUNT ACCESS
No QuickBooks login. No bank login. No passwords. No live connection.
CONFIDENTIALITY COVERED
Your Engagement Agreement includes confidentiality terms. Signed once, online.
01 WHAT WE REVIEW
Six places money can leakin service businesses.
RecurSave reviews your submitted records for evidence-supported recoverable value and for leakage patterns that may need context. Recoverable value is assigned only when the submitted records directly support it.
Primary review categories
Reviewed in every engagement. If findings are identified, only evidence-supported amounts are used in the free Findings Summary and optional paid Findings Report.
Duplicate or erroneous payment signals
Where vendor-payment records suggest a payment may have been duplicated or made in error. These items may be flagged for review and are valued only when the submitted records directly support a recoverable amount.
Clean receivables recovery
Where the submitted records show money owed to the business may still be recoverable.
Missed billing indicators
Where the submitted records suggest an invoice or billable amount may be missing. These items may be flagged for context and are valued only when the records directly support the amount.
Observational categories
Noted for context only. 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 current costs or service delivery reality.
Recurring cost mismatch
Where recurring charges may no longer align with current business use or need.
Margin visibility signals
Where the records suggest certain work, clients, or service lines may be weakening margin visibility.
RecurSave identifies only what the evidence directly supports. You decide what to do next.
02 How It Works
How It Works
STEP 1
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.
STEP 2
Upload your files
We send you a secure upload link tied to your email. You upload a standard set of accounting exports. No system logins, no passwords. Nothing sent over standard email.
STEP 3
We review
Within 15 business days of receiving your complete records, we deliver the outcome of the review. If there are findings, you receive a free Findings Summary showing the number of findings and the estimated recoverable value. If we find no recoverable value, we tell you in writing and the engagement ends with no fee.
STEP 4
You decide what happens next
If the Summary identifies estimated recoverable value, you have 10 business days to request the detailed Findings Report. The Report fee is 10% of the estimated recoverable value stated in the Summary, paid before delivery. The fee is for the findings and the evidence behind them, not a promise of recovery. 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 recoverable value.
Findings Summary is free
If 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 estimated recoverable value stated in the Summary.
If nothing is identified
No Report fee is payable. The engagement ends with no further obligation.
Simple example
Say your Findings Summary shows $5,000 of estimated recoverable value. If you request the Report, the fee is 10% of that estimate: $500, paid only if you request the Report.
The estimate is what your records support, not a promise of recovery. The fee is for the detailed findings and the evidence behind them.
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
- ●Day-to-day invoicing, payments, or bookkeeping generate a regular flow of records
- ●Multiple jobs, projects, or recurring invoices flowing through the business
- ●Able to provide QuickBooks Online exports as static files
- ●Open to sharing financial records under a signed Engagement Agreement with defined scope
Not a fit
- ●Businesses below $500K annual revenue
- ●Businesses without at least a year of financial records available
- ●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 records 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
Client-shared source files are retained only as long as required for the engagement, or as required by law. Retention, deletion, and any written confirmation are governed by the Engagement Agreement and written engagement instructions.
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 to upload your records.
07 Frequently asked questions
Frequently asked questions
How is the 10% fee calculated?
The fee is 10% of the estimated recoverable value stated in the Findings Summary. Estimates are good-faith commercial estimates based on the records 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, and is payable only if you request the detailed Findings Report.
How does the pricing actually work in dollars?
Say your Findings Summary shows $5,000 of estimated recoverable value. If you request the Report, the fee is 10% of that estimate: $500. If the review identifies nothing, no fee is payable and the engagement ends. The estimate is what your records support, not a promise of what you'll recover. The fee is shown in the Summary before you decide whether to request 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?
If the review identifies no 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?
A standard set of accounting exports covering roughly the last year, plus current aging reports. 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. Client-shared source files are retained only as long as required for the engagement, or as required by law. Retention, deletion, and any written confirmation are governed by the Engagement Agreement and written engagement instructions.
Will the Findings Summary tell me where the leaks are?
The Summary tells you how many findings were identified, the 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.