Find the money your business is leaving behind.
R&D tax credits, settlement recovery, merchant savings, and supplemental health coverage, recovered for businesses in all 50 states. Free analysis, no upfront cost.
Take the whole box, or just what you need. Every analysis is free, you only move forward when the numbers make sense.
Business in a Box
Everything your business needs to run, grow, and thrive. Eight essential business services, professionally managed and seamlessly integrated, under one partner with one invoice. Take the whole box or start with the piece costing you the most.
Learn more →R&D Tax Credits
Most businesses that qualify never claim them. If you build software, custom processes, or new products, the credit is often six figures, and it's cash back in your pocket.
Learn more →Merchant Services
8 in 10 businesses overpay on processing. We find out if you're one of them, free.
Learn more →Settlement Recovery
Active class-action settlements may already list your company. Find out what you're owed.
Learn more →Supplemental Health
Most employers assume benefits always cost money. This program is built differently, it generates net-positive cash flow for your business and better coverage for your employees, with zero change to take-home pay.
Learn more →Payroll & Health
One cloud platform for payroll and HR, bundled with supplemental health plan medical benefits, for a net cost of just $2.20 per employee, per month. Better benefits, less admin, and payroll tax savings that fund it all.
Learn more →Unclaimed Property
Billions sit unclaimed in state accounts. We search every state for money that's already yours and recover it, on a no-recovery, no-fee basis.
Learn more →Bookkeeping
Clean, current books without a full-time hire. Reconciliation, reporting, payroll and billing, scaled to your business with no long-term contract.
Learn more →Commercial Insurance
Property, auto, general liability, and workers’ comp, shopped across carriers by licensed advisors so you get the right coverage at the right price.
Learn more →Personal & Farm Insurance
Home, auto, renters, recreational vehicles, umbrella, flood, farm, crop, and equine coverage. Send your declaration page and licensed advisors will review what you carry today, free.
Learn more →The numbers behind the work. Real recoveries for real businesses, across every state and sector.
Simple, transparent, zero risk. Decisions only when the numbers are clear.
Schedule a free discovery call
A 15–20 minute call to understand your business and identify which services apply. No pitch, no pressure.
We run the analysis
Our team audits your activity, vendor history, and processing statements at no cost, so you decide with full information.
Review the numbers
We show you exactly what you qualify for and what it's worth before you sign anything. Full transparency on every fee.
We handle everything
Documentation, filing, negotiations, and claim management, all done for you while you focus on your business.
Hidden money exists in every industry. We've recovered hundreds of thousands for businesses that never thought they qualified.
Construction
Process improvement, custom builds, structural innovation
Manufacturing
Product development, process automation, materials testing
Software & Tech
Custom software, platform builds, R&D-heavy by definition
Food & Beverage
Recipe development, packaging innovation, food science
Healthcare
Medical devices, treatment protocols, software systems
Engineering
Custom design, structural calculations, modeling work
Agriculture
Crop optimization, equipment innovation, sustainability
Your industry
If you're solving technical problems or running a business, you may qualify regardless of sector.
Find out →Trusted by business owners across the country.
Nick is great to work with, he has ways to help your business save money that you may not be aware of. He has solutions to help businesses with saving money and even making money through tax incentives and many more. Nick and his team are highly trained and trusted advisors that I recommend to anyone in business.
Their team has been superb to work with, providing outstanding customer service and significantly reducing our merchant fees. Their staff is responsive, knowledgeable, and always goes above and beyond to assist with any questions. We feel confident knowing we can always reach someone who is committed to making our job easier.
After years of paying too much at different companies, I can finally say I'm happy with my merchant services. Nick has been upfront and transparent with everything, how things work, what we pay, and what to do if we have issues. He goes above and beyond for his clients.
Know a business leaving money on the table? Earn up to 50% on every client you introduce.
Find out what your business qualifies for.
The average business we work with recovers $70,000 or more in year one. The discovery call is free, the analysis is free, and you only move forward when the numbers make sense.