Financial leakage reviews for owner-led service businesses
Money may be hiding
in your books.
Finding out is free.
Your bookkeeper keeps the records current. But current is not the same as checked and no one is looking across the whole picture for duplicate payments, receivables that quietly aged out, or billing that never went out. RecurSave reviews your submitted records and shows you only what the evidence supports.
Not a client result. Your Summary shows what your own records support — delivered free before you decide anything.
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
The review and Findings Summary are free. 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. Standard exports only.
Confidentiality covered
Your Engagement Agreement includes confidentiality terms. Signed once, online.
What we review
Six places money can
leak in 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. Only evidence-supported amounts appear 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. 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. 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 it.
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.
How it works
From signed agreement to
your decision, in four steps
- 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.
- 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.
- 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.
- 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 fee is 10% of the 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.
Pricing
Free to find out.
10% only if you request the Findings Report.
The review is free. If your records support material estimated recoverable value, you receive a free Findings Summary.
You then decide whether to request the detailed Findings Report.
The review is free
We review your submitted records and assess whether they support material estimated recoverable value. No fee is charged for the review.
The Findings Summary is free
If material estimated recoverable value is identified, you receive a free Summary showing the number of findings, the estimated recoverable value, and the Report fee.
The detailed Report is optional
You decide whether to request the detailed Findings Report. If you do, the fee is 10% of the estimated recoverable value stated in your Summary, paid before delivery.
If no material estimated recoverable value is identified
We notify you in writing. No Findings Summary is issued, no fee is payable, and the engagement ends with no further obligation.
Illustrative example, not a client result. The estimate reflects what the submitted records support; it is not a promise of recovery. The fee covers the detailed findings and supporting evidence, and is payable only if you request the Report.
Is this a fit?
Built for some businesses.
Not all of them.
As a service business grows, more jobs, invoices, and payments move through its books and the full picture can become harder to see. RecurSave is an independent Financial Leakage Review that gives owner-led US service businesses a clearer view of what their records support before deciding what to do next.
This may fit how you operate
- You run an owner-led US service business, typically $500K–$5M in annual revenue
- You still make financial decisions and sign off payments
- Multiple jobs, projects, or recurring invoices move through the books each month
- You can provide standard QuickBooks exports as static files
- You're comfortable sharing records under a signed Engagement Agreement with a defined scope
This is unlikely to fit
- Under $500K annual revenue
- Less than a full year of financial records available
- Product, retail, e-commerce, or inventory-led businesses
- Formal insolvency proceedings or active financial disputes
- Seeking tax advice, accounting, audit, debt collection, operational advice, legal services, or regulated financial advice
- The owner or financial decision-maker won't be personally involved
RecurSave is for owners who want evidence before assumptions.
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. No system credentials, no 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.
Start your free review
Two short steps
First we check fit, then we take your details and send the Engagement
Agreement to review and sign. The review and Findings Summary are free.
FAQ