OUR LATEST INSIGHTS

Up to date, high-level business information that is relevant to our clients and contacts, helping keep up to date on the ver-changing business world of today.

Rebecca Enter / March 18, 2024

Beachcombers Corvette Club donates to Shepherd’s Office

Brian and Linda were recently featured in  The Cape Gazette, with an article about their work as co-chairs of the show of their car club’s show. Their contributions led to the donation of $2600.00 to Shepherd’s Office, a local community kitchen and homeless services centre. It is reads as written below:

At the monthly meeting of the Beachcombers Corvette Club of Southern Delaware, members presented a check for $2,600 to Jim Martin, president and director of The Shepherd’s Office in Georgetown.

The donation amount represents net proceeds from the Beachcombers Annual Car Show held Aug. 19 at First State Chevrolet in Georgetown.

The Shepherd’s Office mission is to help feed, clothe and care for those who are homeless, hungry or lonely, thereby improving the lives of people in great need and helping them become self-reliant.

The Beachcombers again extend thanks to all who attended the show and made it a success. Thanks also go to the Delaware Aviation Museum Foundation for the Panchito flyover, and to the many individuals and businesses that donated to the show. Special thanks go to First State Chevrolet team members for all their assistance with the show, and their continuing support for the Beachcombers Corvette Club.

Published Dec 10, 2023.

 

Rebecca Enter / February 28, 2024

Sponsoring Ocean View Little League

Schooley Mitchell of Huntington Beach had the pleasure of sponsoring Ocean View Little League’s (OVLL) opening day! A great turnout from local families to watch their youngsters learn how to play ball. Mirka is also Team Mom, meaning she is very involved in organizing the team’s games, events, and fundraising. She’s even utilizing her Schooley Mitchell expertise to optimize the team’s expenses and ensure the team is able to maximize every donation. Go Hot Rods!

Rebecca Enter / February 9, 2024

Testimonial from Walter R. Anderson Insurance Services, Inc.

To whom it may concern:

I recently had a fantastic experience working with Mitch McCoy of Schooley Mitchell. After getting to know Mitch over the past year, I decided to have him audit our telecom and merchant service expenses. Mitch explained that the initial analysis came at no cost, and we had total control over any changes or decisions.

Walter R. Anderson Insurance Services is a family owned and operated business located in Santa Barbara, CA. We have over 40 years of experience in the Legal Professional Liability Insurance industry.

After the analysis and negotiations were completed, Mitch scheduled a meeting to review the savings recommendations that Schooley Mitchell had discovered. The report was thorough and clear and gave us multiple options to choose from. The option we ended up choosing identified 65% savings on our telecom expense while upgrading our service!

They also found a 15% reduction on our merchant service fees, but we ultimately decided not to make any changes due to an existing system and process already in place. True to his word, we had the final say and there was no pressure to accept the recommendation.

Schooley Mitchell did all the work, and the service they provided exceeded our expectations.

I highly recommend Mitch McCoy and Schooley Mitchell for any business or organization interested in reducing their costs and increasing their bottom line. Having them keep an eye on our invoices while continuing to search for additional savings opportunities allows us to focus on our other business priorities.

Best regards,

Raleigh Anderson

Walter R. Anderson Insurance Services, Inc.

https://www.lawyers-insurance.com/

Rebecca Enter / February 5, 2024

Testimonial from Desmarais Financial

To whom it may concern,

I recently had a fantastic experience working with Miguel Cardenas of Schooley Mitchell. We engaged Miguel to audit our existing phone and internet system expenses. We are always looking for ways to keep up with the rising costs of perating, and Schooley Mitchell’s proposition seemed like a fantastic opportunity.

Desmarais Financial Services delivers personalized and proactive financial and insurance planning that goes beyond numbers. We help people navigate their options to maximize the benefits of a sustainable financial plan.

Miguel’s team analyzed our existing phone/internet system and invoices to determine if savings could be found. I was incredibly happy with how easy Schooley Mitchell’s process was for us. All that was required was a quick conversation about our set up, access to our invoices and contracts, and then Schooley Mitchell did all the work from there.

I was thrilled when Miguel came back to me and presented the report showing that Schooley Mitchell was able to identify a 45% cost reduction, topped with improved and modernized services. These savings will be better spent on the efforts that matter most.

One huge advantage of the entire process was not having to switch vendors. Although the Schooley Mitchell team provided us with alternatives with equal or slightly more savings, the choice was ours to make.

Overall, my experience with Schooley Mitchell and Miguel Cardenas was great, and I highly recommend any business or organization take advantage of their expertise. Miguel is professional and passionate about the work he does!

Respectfully,

Rachel Desmarais
CFP, EPC, CHS, CLU, CEA, Financial Planner
President
Desmarais Financial Services
desmaraisfinancial.com
Owen Sound • Hanover • Kitchener • St. George
Head Office: 345 8th St. East, Suite 208 Owen Sound ON • 519-416-1600

Rebecca Enter / January 29, 2024

Testimonial from Bulldog Movers

To whom it may concern,

It is my pleasure to recommend David Burke of Schooley Mitchell. We engaged David to audit our waste expenses. We have often wondered if we were overspending but did not have the time to dedicate to an analysis ourselves.

Since beginning operations in 1982, Bulldog Movers has strived to be the movers Atlanta residents and businesses turn to for a level of customer service unparalleled by any other local movers in the area. This unwavering commitment to our customers has allowed our company to grow into one of the largest movers in Atlanta.

David’s team analyzed our invoices to determine whether or not savings could be found. This process was truly very easy from our end. All that was required was a quick conversation about our set up, access to our invoices and contracts, and then Schooley Mitchell did all the work from there.

I was thrilled when David came back to us and presented the report showing that Schooley Mitchell was able to identify over 12% in Waste savings which to date have added up to $12,280 in savings. We then asked David to review our Telecom spend and he and his team found over 14% savings, nearly $500 per month with no vendor change. These savings allow us to better serve our customers and staff, which means a lot to our business.

After reviewing our set up, Schooley Mitchell found that our electronic logging device expenses are already completely optimized. This assurance is incredibly comforting, knowing that our budget in this area has only been going towards what truly matters.

Overall, my experience with Schooley Mitchell and David Burke was excellent, and I highly recommend any business or organization take advantage of their expertise. David is professional and passionate about the work he does!

Best regards,

 

Dorthy Young

Office and Facilities Manager

Rebecca Enter / January 26, 2024

Lori McDowell To Compete at Speaker Slam

TORONTO, January 19th, 2024 – Lori McDowell, CEO of Reimagine U Strategies and a strategic partner with Schooley Mitchell, is set to compete at Speaker Slam®, North America’s largest inspirational speaking competition. The event will take place on January 30th, 2024, at the prestigious Lula Lounge in Toronto, Canada. She

Speaker Slam®, known for providing a platform for individuals to share their transformative life stories, is gearing up for its 8th season with the first competition of the year on the theme of Reinvention.McDowell is one of 10 remarkable speakers from diverse backgrounds who will take the stage to share their personal journeys of reinvention and growth. They are competing for a prize package valued at over $10,000 and a chance to move on to the 2024 Grand Slam – The Inspirational Speaking Finals in November.

McDowell, passionate about bringing more joy to the world and author of the highly anticipated book, “The Reinvention Mindset,” is excited about the opportunity to participate and share her insights.

“When I saw that one of the Speaker Slam topics was Reinvention, I thought it was serendipity, since I had just written a book called ‘The Reinvention Mindset.’ I am honored to have the opportunity to participate and am excited about the event,” said McDowell. “My goal is to inspire individuals to get past roadblocks and find fulfillment in their careers and lives, just as I have in my own journey.”

“Speaker Slam® has a history of transforming lives and catapulting speakers into new horizons. We’re thrilled to have Lori among our speakers for the ‘Reinvention’ event,” said Dan Shaikh, Co-Founder of Speaker Slam®. “Her story, along with those of the other speakers, embodies the themes of triumph, resilience, and the potential for personal growth.”

The Speaker Slam competition, based in Toronto, is known for its impact in discovering and nurturing speaking talent. The event not only highlights the power of storytelling, but serves as a stepping stone for many in professional speaking careers, TEDx talks, and other global platforms.

Hosted at Toronto’s renowned Lula Lounge, the event marks the start of a year-long series of speaking competitions, providing a stage for these inspiring voices to reach and impact a wider audience. There will be a total of 5 preliminary competitions held. The top 2 winners of this competition will move on to the Grand Slam, the Inspirational Speaking Finals, and compete for the title of Inspirational Speaker of the Year and a prize package valued at up to $50,000!

For more information about the speakers and the event, click here.

Rebecca Enter / January 15, 2024

Testimonial from Martin’s Tire and Auto Service

 

 

 

 

To whom it may concern,

At Martin’s Tire and Auto Service, our nearly 40 years in business have been built on a foundation of excellence, ensuring that our customers’ vehicles remain reliable. This standard of service is what we consistently deliver to our customers and what we expect from our vendors.

In our two-year partnership with Schooley Mitchell, they have proven to embody these same values. Their team has become a dependable and invaluable resource for all our telecom needs, demonstrating a commitment to excellence that mirrors our own. When we first reached out to Adam Baker and the Schooley Mitchell team, we were in a bit of a bind with our internet service. We needed to speed things up without putting too much strain on our budget. Our situation was a bit complicated, with our internet and phone services bundled in a way that made changes tricky. But, Schooley Mitchell handled it like pros.

They set us up with a new phone system, faster internet, and somehow managed to reduce our costs by over 33%. More than the savings, what really stands out is their service. In our fastmoving auto business, we can’t afford to be stuck on the phone with service issues. With Schooley Mitchell, that’s no longer a concern. We just reach out to Adam, and they take care of everything, letting us focus on our customers.

I highly recommend Adam and Schooley Mitchell. They don’t just save you money; they provide ongoing, top-notch service, just like us!

Best regards,

Mark Przybyszewski
Controller
Martin’s Tire and Auto Service

Rebecca Enter / January 15, 2024

Testimonial from Williams James College

 

 

 

 

William James College is a higher educational institution located in Greater Boston, Massachusetts that provides meticulous academic instruction along with substantial clinical experiences for our students to pursue careers in the professional Psychology field. Students are provided with an environment where they can excel both personally and professionally.

Upon a referral from a trusted advisor, Williams James College engaged Bryan Berry and his team including Lee and Marla Balaklaw at Schooley Mitchell to perform a risk-free review of our operational expenses. The Schooley Mitchell process was very simple and straight forward that did not require a lot of Ÿme and effort on our part. We provided Bryan and his team with copies of recent invoices and contracts, and they proceeded to do all the work in negotiating with our various vendors and offering some other alternatives as well. If they do not find savings in any category Bryan informed us that there are no fees for that review.

After performing their deep dive analysis on multiple categories Bryan and his team provided William James College with savings opportunities that included 43% savings on our wireless contract, 28% reduction in VOIP and internet services, 11% savings in credit card processing, and a 45% reduction on our E-signature pricing. We were pleasantly surprised to learn of these findings and did proceed to implement some of these savings’ opportunties. This allowed us to reallocate funds for other projects.

As part of the ongoing services that Schooley Mitchell provides they are sŸll reviewing our invoices monthly to ensure that there are no pricing errors and conŸtinue to scan the marketplace for any other opportunities that may become available to us. In the educational environment dealing with numerous vendors in multiple categories is not only very Ÿme consuming but can be a bit confusing as well. Having a partner like Schooley Mitchell to provide their in-depth knowledge and expertise is a welcome addition to streamlining a process that can involve many different departments. I strongly recommend you give Bryan Berry and his team at Schooley Mitchell a call. Their service is guaranteed risk-free and conŸcontingency based. You never know what they may find in savings for your institution.

Sincerely,

Daniel Brent
Vice President of Finance and Operations

Rebecca Enter / January 11, 2024

Recommendation of Detroit Axle

To Whom It May Concern:

Detroit Axle stands as a testament to American ingenuity and dedication to quality. Beginning as a small, family-owned business, they’ve grown into a trusted supplier of premium automotive parts, specializing in everything a weekend mechanic or professional might need to keep vehicles running smoothly. Their commitment to American-made products not only supports the local economy but also ensures a standard of quality that’s hard to beat.

I was first introduced to Detroit Axle years ago through a recommendation from my brother, a seasoned mechanic. Since then, I’ve consistently used them for my auto part needs, installing wheel bearings, rotors and brake pads, and CV axles and have been impressed with the reliability of the parts.

It’s rare to find American-made products that don’t come with a premium price tag, but Detroit Axle breaks the mold. Their products are more affordable than many competitors, but this in no way compromises their quality. Each part I’ve used has met or exceeded my expectations, keeping my vehicles in top condition.

What sets Detroit Axle apart, aside from their exceptional products, is their customer service. They offer free shipping, which is a huge plus for me. Plus, they have humans that still answer the phone!  Additionally, a quick glance at their reviews on Amazon will show you just how well-regarded they are by a community of car enthusiasts and those in the auto repair field alike.

For anyone who values self-reliance in vehicle maintenance or those in the automotive profession seeking reliable parts, I can’t recommend Detroit Axle enough. Their blend of quality, affordability, and commitment to customer satisfaction makes them an ideal choice for anyone serious about their vehicle’s care. Do yourself a favor and check them out; your vehicle (and wallet) will thank you.

Best Regards,

 

Adam Baker

Schooley Mitchell

Rebecca Enter / November 3, 2023

Business Networking Breakfast Presentation

Recently Lori was asked to speak at her local chamber’s Business Networking Breakfast. She’s been an active member of her community for 14 years and is proud to bring her expertise in cost-reduction services to business owners all over the Greater Houston Area. In this presentation, Lori speaks about our services, savings examples, and her adventures in helping people be the best their best versions of themselves.