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.

Ian Nairn / June 20, 2025

rwead asmith – California Restaurant Association

ARE YOU PAYING TOO MUCH FOR YOUR “INDIRECT OPERATING EXPENSES”?

We know that—running a profitable restaurant isn’t easy. Margins are razor thin. Food and labor costs keep climbing. Rent and compliance don’t get any cheaper. Even if you’re busy, you might still be wondering where all the money is going. The answer might be in your indirect operating expenses—the “non-food, non-labor” costs that quietly chip away at your bottom line. These costs can easily account for 5 to 12% of your total revenue—and most restaurants don’t realize they’re overpaying.

We also know that your Team has more important things to do than to conduct a thorough audit and renegotiation of your business expenses; but that’s what Schooley Mitchell does, all day, every day. We optimize your expenses so you can focus on doing what you do best – delighting your customers.

And here’s the best part: you only pay on the savings we uncover . No savings? No fee. That’s our 100% performance-based model—and it’s risk-free. You are never obligated to take our savings recommendations.

Please register below for a 15-minute phone call to discuss which expense categories you want us to review as part of your complimentary cost analysis.

Schedule A 15-Minute Introductory Call

Savings Delivered

Multi-location Restaurant & Bar

$38,636

Annual Waste Savings

Multi-location Restaurant & Bar

21%

Annual Uniforms & Linens Savings

Single-location Restaurant & Bar

29%

Annual Waste Savings

Single-location Restaurant & Bar

$20,865

Annual Merchant Processing Savings

Waste

How predictable is your waste every month?

Variability in your waste from month-to-month makes a big difference to certain service providers.

Is your container size and collection frequency optimized?

Finding a provider that is both cost effective and meets your needs can be challenging.

Are your waste disposal fees changing frequently over the course of the year?

A professional audit of your expenses can get to the bottom of it.

Merchant Services

Do you reference the "effective rate" to evaluate how competitive your processing fees are?

A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.

Do you know how your current processing environment impacts your processing fees?

How you process payments and capture data can have a big impact on your monthly fees.

Have you asked your processor to provide you an "interchange-plus pricing" quote?

This pricing structure is often the least expensive and most transparent option.

Telecom

Have you conducted a recent usage audit across your telecommunications system?

In many cases, we find inefficiencies and redundancies in the number of lines and features.

Have you considered moving to a Voice over IP platform?

Cloud based telecommunications systems typically provide unique features at lower costs.

Do you know when your current plan automatically renews?

Companies typically only have a 30-day window to make changes to their current contract.

Uniforms & Linens

Do you rent or purchase uniforms?

With no inventorial upfront costs and easier access to replacements/repairs, renting from a reliable source has become a preferred option to purchasing outright.

Does your uniform rental policy properly account for employee damage and loss?

Loss and damage charges include the purchase of a new garment at full retail price on top of the associated setup, name tag, logo fees, and sometimes replacement charges, depending on your rental agreement.

Are your laundering and delivery schedules optimized?

Without the correct cadence, your business could be overspending or not receiving what it needs to operate efficiently.

Compressed Gases

Do you think your compressed gases expenses are written in stone?

Commodity markets can be complex and confusing, making it difficult for business owners and managers to navigate.

Are you certain there are no billing errors in your invoices?

There are opportunities to optimize pricing structures and recover billing errors.

Are you receiving all tax benefits available to you?

Your business might be missing out on significant savings opportunities.

Facility & Paper Supplies

Are you over or undersupplied?

We audit your invoices to ensure optimal delivery schedules.

Are you splitting hairs with multiple vendors?

We look at all supplies invoices, across all vendors, to make sure everything you need is being ordered, delivered, and replenished effectively.

Do you require specific product quality or other specifications?

Schooley Mitchell helps you find the solutions that bet fit your business.

Meet Your Savings Team

Adam D. Smith

Strategic-Partner
Office: 415-572-0948

Rodney Wead

Strategic-Partner
Office: 317-588-9325

[email protected] / June 16, 2025

jjeffery – Los Angeles County, California

COST REDUCTION CONSULTANTS

Los Angeles County, California

Jorge Jeffery

Strategic-Partner
Office: 424-272-5333

Jorge Jeffery

Strategic-Partner

Drawing on a robust educational foundation with an MBA from UCLA's Anderson School of Management, a Data Science Certificate from the University of California, Irvine, and a Bachelor of Science in Economics and Engineering from Harvey Mudd College, Jorge Jeffery offers a unique and powerful blend of analytical rigor and strategic business acumen.

Throughout his career, Jorge has demonstrated a consistent ability to drive significant business growth and enhance profitability. Recently, as President and COO of a mid-size engineering consulting firm, he led a comprehensive organizational transformation, implementing new structures, systems, and technologies that resulted in record revenue and profit gains.

He has a proven track record of leveraging business performance and financial data to generate actionable insights that lead to increased revenue, decreased costs, and improved customer and employee satisfaction. This extensive experience in executive leadership, strategic consulting, and data-driven optimization makes Jorge exceptionally qualified to consult on complex business challenges and deliver substantial, quantifiable results in cost optimization.

Julian Kasir

Business Optimization Specialist
Office: 424-272-5333

Julian Kasir

Business Optimization Specialist

With a wide range of business development and client success experience including engineering recruiting, software, and real estate, Julian Kasir aims to provide clients with creative solutions and create win-win outcomes in every opportunity.

Having a wealth of knowledge in both residential and commercial real estate, Julian has helped homeowners across the United States identify the best possible agents to sell their homes quickly and for the highest prices. He delivers the same value by saving his clients’ time and money, while offering security in their decision based on Schooley Mitchell’s expertise in each business cost category.

Julian graduated with a Bachelor of Arts degree from the University of California, Davis and resides in Redondo Beach, CA.

Edwin Lossi

Business Optimization Specialist
Office: 424-272-5333

Edwin Lossi

Business Optimization Specialist

With 14+ years of experience across logistics, operations, project management, and educational leadership, Edwin Lossi is a strategist focused on business optimization and operational excellence. Holding an MBA and deep expertise in process design, supply chain efficiency, and change management, he helps organizations streamline systems, improve performance, and drive mission-aligned growth.

Edwin applies a “strategic-as-a-service” mindset—building scalable, data-driven solutions that align with organizational goals across both corporate and educational settings. His strength lies in identifying inefficiencies, designing lean workflows, and delivering sustainable improvements with a balance of analytical rigor and people-centered execution.

He holds an MBA from the University of Phoenix, a B.S. from Western Governors University, and a B.A. from Willamette University.

Office Information

4 Open Brand Rd Suite 101 Rolling Hills, California – 90274
424-272-5333

Sea to Me Blankets

"Jorge's team conducted a comprehensive review of our invoices and contracts, identifying opportunities for optimization. The process was seamless, requiring only a brief discussion about our setup and access to our documents. The real value came when Jorge presented his team's findings, confirming that our expenses were fully optimized. This discovery brought significant relief as we prepare for expected rapid growth."

READ MORE

Proud Member

Contact Us

When it comes to saving money for your business, the best time to start is right now. Reach out today for a risk-free analysis of your business expenses.

Schooley Mitchell saves our clients an average of 28%, and our entire process takes less than two hours of your time on average. Stop paying your vendors more than you need to. Let Schooley Mitchell put that money back in your pocket.







    [email protected] / June 16, 2025

    bfox – Palmetto Bay, Florida

    COST REDUCTION CONSULTANTS

    Palmetto Bay, Florida

    Brad Fox

    Strategic-Partner
    Office: 305-813-0813

    Office Information

    12675 S Dixie Hwy Unit #131 Pinecrest, Florida – 33156
    305-813-0813

    Clients

    Contact Us

    When it comes to saving money for your business, the best time to start is right now. Reach out today for a risk-free analysis of your business expenses.

    Schooley Mitchell saves our clients an average of 28%, and our entire process takes less than two hours of your time on average. Stop paying your vendors more than you need to. Let Schooley Mitchell put that money back in your pocket.







      [email protected] / June 16, 2025

      ntaylor – Houston, Texas

      COST REDUCTION CONSULTANTS

      Houston, Texas

      Nick Taylor

      Strategic-Partner
      Office: (346) 279-0978

      Office Information

      9337 Katy Fwy Ste B – 5013 Houston, Texas – 77024
      (346) 279-0978

      Contact Us

      When it comes to saving money for your business, the best time to start is right now. Reach out today for a risk-free analysis of your business expenses.

      Schooley Mitchell saves our clients an average of 28%, and our entire process takes less than two hours of your time on average. Stop paying your vendors more than you need to. Let Schooley Mitchell put that money back in your pocket.







        Ian Nairn / June 16, 2025

        ghiltz – Transportation Savings

        You're Focused on Getting People Where They Need to Go — Let Us Make Sure You're Not Overpaying to Do It.

        Running a fleet means dealing with rising fuel prices, compliance costs, vehicle maintenance, and ever-tightening margins. Every dollar saved on operating expenses is a dollar that goes back into your fleet, your drivers, and your business. That’s where Schooley Mitchell comes in.

        At Schooley Mitchell, we’re entirely independent of any vendors. We do not receive incentives or bonuses from service providers. In fact, we’re so confident in our ability to negotiate savings for our clients, we’ve based our business model on that very fact; if we don’t deliver savings, we don’t get paid.

        You focus on transportation. We focus on optimization. Together, we move your business forward.

        CONTACT US TODAY

        Savings Delivered

        Freight & Transportation Company

        44%

        Merchant Services Savings

        Cross-Border Trucking Company

        $13,000

        Annual Fuel Savings

        Large Trucking & Warehouse Business

        $12,000

        Annual Telecom Savings

        Moving Company

        30%

        Telecom Savings

        Fuel

        Is your business finding the unpredictable cost of fuel to be a burden on your bottom line?

        Schooley Mitchell ensures you’re paying fair rates on an ongoing basis, to protect your fuel budget, even in times of market instability.

        Are you using the right fleet card solution?

        Our vast database of customer and vendor data allows us to know what better options are on the market.

        Are your corporate discounts being honored?

        We monitor, identify, and resolve billing errors.

        Waste

        How predictable is your waste every month?

        Variability in your waste from month-to-month makes a big difference to certain service providers.

        Is your container size and collection frequency optimized?

        Finding a provider that is both cost effective and meets your needs can be challenging.

        Are your waste disposal fees changing frequently over the course of the year?

        A professional audit of your expenses can get to the bottom of it.

        Merchant Services

        Do you reference the "effective rate" to evaluate how competitive your processing fees are?

        A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.

        Do you know how your current processing environment impacts your processing fees?

        How you process payments and capture data can have a big impact on your monthly fees.

        Have you asked your processor to provide you an "interchange-plus pricing" quote?

        This pricing structure is often the least expensive and most transparent option.

        Electronic Logging Devices

        Are you paying for features in your ELD system that your business doesn’t actually use?

        Many companies are subscribed to premium-tier plans when more basic packages would meet compliance needs just as effectively.

        Have you compared pricing across different ELD providers recently?

        The ELD market is competitive, and providers frequently update their pricing and features — switching vendors can lead to significant savings.

        Are you locked into a long-term ELD contract with early termination fees?

        We often uncover opportunities to renegotiate terms or align contract timing with operational needs to avoid unnecessary penalties and costs.

        Telecom

        Have you conducted a recent usage audit across your telecommunications system?

        In many cases, we find inefficiencies and redundancies in the number of lines and features.

        Have you considered moving to a Voice over IP platform?

        Cloud based telecommunications systems typically provide unique features at lower costs.

        Do you know when your current plan automatically renews?

        Companies typically only have a 30-day window to make changes to their current contract.

        Facility Supplies

        Are you over or undersupplied?

        We audit your invoices to ensure optimal delivery schedules.

        Are you splitting hairs with multiple vendors?

        We look at all supplies invoices, across all vendors, to make sure everything you need is being ordered, delivered, and replenished effectively.

        Do you require specific product quality or other specifications?

        Schooley Mitchell helps you find the solutions that bet fit your business.

        Explore Our Services

        Telecom
        Merchant Services
        Small Package Shipping
        Waste
        Electronic Logging Devices
        Compressed Gases
        Fuel
        Facility Supplies
        Less Than Truckload
        Software as a Service
        Uniforms & Linens
        office supplies logo
        Office Supplies
        packaging logo
        Packaging Supplies
        breakroom supplies logo
        Breakroom Supplies
        shipping supplies logo
        Shipping Supplies
        electricity logo
        Electricity
        natural gas logo
        Natural Gas
        water sewage logo
        Water & Sewage
        fica logo
        FICA

        Grace Hiltz

        Business Optimization Specialist
        Office: 416-788-8368

        Schedule A 30-Minute Introductory Call

        [email protected] / June 11, 2025

        kboe – Windermere, Florida

        COST REDUCTION CONSULTANTS

        Windermere, Florida

        Kevin Boe

        Strategic-Partner
        Office: 407-801-9213

        Office Information

        7514 Brofield Ave Windermere, Florida – 34786
        407-801-9213

        Contact Us

        When it comes to saving money for your business, the best time to start is right now. Reach out today for a risk-free analysis of your business expenses.

        Schooley Mitchell saves our clients an average of 28%, and our entire process takes less than two hours of your time on average. Stop paying your vendors more than you need to. Let Schooley Mitchell put that money back in your pocket.







          Ian Nairn / June 10, 2025

          dionperreault – Fractional CFO

          Unlock Hidden Savings for Your Clients – and Earn Recurring Income

          As a Fractional CFO, CPA, or finance consultant, you strive to optimize your clients’ every dollar. Partner with Schooley Mitchell to uncover cost savings across telecom, merchant services, shipping, waste disposal, and more—all while earning ongoing referral revenue.

          Why Partner with Schooley Mitchell?

          Uncover Significant Savings for Your Clients

          We analyze services in 14 cost categories with no upfront cost – and only get paid when we save your clients money.

          Strengthen Your Value Proposition

          Offer an added layer of cost management expertise without stretching your bandwidth.

          Earn Recurring Commission

          Join our Referral Partner Program and earn a percentage of our fees – for as long as your client remains engaged.

          Data-Driven, Vendor-Neutral Analysis

          No product sales, no bias. Just pure savings through contract optimization and invoice audits.

          How the Partnership Works

          Step 1 - Refer a Client

          First, introduce Schooley Mitchell to a client using a simple referral form.

          Step 2 - We perform a Risk-Free Audit

          This is where we use our benchmarking data to research options and analyze invoices and contracts – all work is contingency-based.

          Step 3 - Client Approves Recommendations

          Then we share our recommendations with the client. They choose what to implement and we take it from there.

          Step 4 - You Get Paid

          Lastly, you receive recurring commissions from any realized savings.

          What We Consult On

          Telecom
          Merchant Services
          Small Package Shipping
          Waste
          Electronic Logging Devices
          Compressed Gases
          Fuel
          Facility Supplies
          Less Than Truckload
          Software as a Service
          Uniforms & Linens
          office supplies logo
          Office Supplies
          packaging logo
          Packaging Supplies
          breakroom supplies logo
          Breakroom Supplies
          shipping supplies logo
          Shipping Supplies
          electricity logo
          Electricity
          natural gas logo
          Natural Gas
          water sewage logo
          Water & Sewage
          fica logo
          FICA

          Start Helping Your Clients Save Today – and Get Rewarded

          Pierre Dion

          Strategic-Partner
          Office: 888-321-2746

          No Cost to You or Your Clients

          Transparent Reporting

          Simple Referral Process

          Schedule a Call to Learn More

          [email protected] / June 10, 2025

          jspark – Boulder, Colorado

          COST REDUCTION CONSULTANTS

          Boulder, Colorado

          Jeff Park

          Strategic-Partner
          Office: 720-798-1622

          Sarah Park

          Strategic-Partner
          Office: 720-798-1622

          Office Information

          2769 Iris Ave #112 Boulder, Colorado – 80304
          720-798-1622

          Contact Us

          When it comes to saving money for your business, the best time to start is right now. Reach out today for a risk-free analysis of your business expenses.

          Schooley Mitchell saves our clients an average of 28%, and our entire process takes less than two hours of your time on average. Stop paying your vendors more than you need to. Let Schooley Mitchell put that money back in your pocket.







            Ian Nairn / June 10, 2025

            jschneider – Medical Savings

            MOST HEALTHCARE PROVIDERS ARE OVERPAYING FOR THEIR BUSINESS SERVICES – AND DON’T EVEN KNOW IT

            In today’s challenging economic climate, it’s more important than ever for healthcare facilities—including hospitals, surgery centers, physician practices, and imaging centers—to regularly assess their financial health. Rising operational costs and ongoing staffing shortages make it critical to identify opportunities for savings and efficiency.

            Facility Administrators often find themselves stretched thin, with clinical teams dedicating 36+ hours a week to patient care. This leaves little time to develop strategies that improve profitability or evaluate new ways to streamline operations. As a result, many Healthcare Providers are unknowingly overpaying for essential business services.

            Reviewing and optimizing services like Waste Management or Merchant Services can be time-consuming and frustrating—but it doesn’t have to be. When was the last time your facility reviewed these contracts and pricing structures?

            Now is the perfect time to take advantage of a no-cost, no-obligation audit from Schooley Mitchell—a trusted partner in helping healthcare organizations uncover hidden savings and improve operational performance.

            CONTACT US TODAY

            Savings Delivered

            Family Medicine Practice

            78%

            Telecom Services

            Two-Site Hospital Alliance

            $25,000

            Waste Savings

            Urgent Care Clinic

            $14,000

            Telecom & Payment Processing Expenses

            Small Hospital

            44%

            Wireless Expenses

            Medical Waste

            How predictable is your medical waste every month?

            Variability in your medical waste from month-to-month makes a big difference to certain service providers.

            How do you deal with amalgam waste? Contaminated waste? Sharps?

            Each of these require a specific disposal method that could represent additional costs.

            Who supplies your medical waste and sharps containers and how are they stored?

            Operational procedures and location specific descisions can substantially impact your overall pricing.

            Merchant Services

            Do you reference the "effective rate" to evaluate how competitive your processing fees are?

            A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.

            Do you know how your current processing environment impacts your processing fees?

            How you process payments and capture data can have a big impact on your monthly fees.

            Have you asked your processor to provide you an "interchange-plus pricing" quote?

            This pricing structure is often the least expensive and most transparent option.

            Telecom

            Have you conducted a recent usage audit across your telecommunications system?

            In many cases, we find inefficiencies and redundancies in the number of lines and features.

            Have you considered moving to a Voice over IP platform?

            Cloud based telecommunications systems typically provide unique features at lower costs.

            Do you know when your current plan automatically renews?

            Companies typically only have a 30-day window to make changes to their current contract.

            Shipping

            Have you considered splitting your shipping business across multiple vendors?

            Vendors tend to specialize in certain areas so playing to their unique strengths can reduce your overall costs.

            Are you paying for unnecessary delivery guarantees?

            Being more flexible on delivery times can significantly reduce your costs.

            Do you review your monthly statements to ensure the correct charge codes are used?

            Charge codes can be very confusing and require a detailed review to ensure you are being charged correctly.

            Explore Our Services

            Telecom
            Merchant Services
            Small Package Shipping
            Waste
            Electronic Logging Devices
            Compressed Gases
            Fuel
            Facility Supplies
            Less Than Truckload
            Software as a Service
            Uniforms & Linens
            office supplies logo
            Office Supplies
            packaging logo
            Packaging Supplies
            breakroom supplies logo
            Breakroom Supplies
            shipping supplies logo
            Shipping Supplies
            electricity logo
            Electricity
            natural gas logo
            Natural Gas
            water sewage logo
            Water & Sewage
            fica logo
            FICA

            Jeff Schneider

            Strategic-Partner
            Office: 615-620-2964

            Amber O’Neal

            Business Optimization Specialist
            Office: 615-620-2964

            Lee Waller

            Business Optimization Specialist
            Office: 615-620-2964

            Concerned About Overspending?

            We know every dollar counts. Let’s find the dollars you could be saving in a complimentary strategy session.

            Ian Nairn / June 9, 2025

            achera – Manufacturing Savings

            IS YOUR MANUFACTURING BUSINESS BEING OVERCHARGED FOR VITAL BUSINESS SERVICES?

            You shouldn’t have to waste time digging through invoices and negotiating with vendors. That’s what we do, all day, every single day. At Schooley Mitchell, we uncover hidden profits and optimize your business expenses so your team can focus on what matters most: serving your clients.

            We’re 100% independent — no commissions, no kickbacks, no vendor bias. Our process is simple, transparent, and risk-free. If we don’t find you savings, you don’t pay us. It’s that straightforward.

            CONTACT US TODAY

            Savings Delivered

            Security Systems Manufacturer

            $76,000

            Shipping Expenses

            Custom Sign Manufacturer

            $21,000

            Telecom Savings - Plus $7k found later during post-audit

            HVAC Systems Manufacturer

            40%

            Waste Expenses

            Hazardous Waste Containment Manufacturer

            $120,000

            Annual Merchant Service Expenses

            Waste

            How predictable is your waste every month?

            Variability in your waste from month-to-month makes a big difference to certain service providers.

            Is your container size and collection frequency optimized?

            Finding a provider that is both cost effective and meets your needs can be challenging.

            Are your waste disposal fees changing frequently over the course of the year?

            A professional audit of your expenses can get to the bottom of it.

            Merchant Services

            Do you reference the "effective rate" to evaluate how competitive your processing fees are?

            A blended pricing structure makes it more difficult to fully understand all the factors impacting your fees.

            Do you know how your current processing environment impacts your processing fees?

            How you process payments and capture data can have a big impact on your monthly fees.

            Have you asked your processor to provide you an "interchange-plus pricing" quote?

            This pricing structure is often the least expensive and most transparent option.

            Telecom

            Have you conducted a recent usage audit across your telecommunications system?

            In many cases, we find inefficiencies and redundancies in the number of lines and features.

            Have you considered moving to a Voice over IP platform?

            Cloud based telecommunications systems typically provide unique features at lower costs.

            Do you know when your current plan automatically renews?

            Companies typically only have a 30-day window to make changes to their current contract.

            Shipping

            Have you considered splitting your shipping business across multiple vendors?

            Vendors tend to specialize in certain areas so playing to their unique strengths can reduce your overall costs.

            Are you paying for unnecessary delivery guarantees?

            Being more flexible on delivery times can significantly reduce your costs.

            Do you review your monthly statements to ensure the correct charge codes are used?

            Charge codes can be very confusing and require a detailed review to ensure you are being charged correctly.

            Compressed Gases

            Do you think your compressed gases expenses are written in stone?

            Commodity markets can be complex and confusing, making it difficult for business owners and managers to navigate.

            Are you certain there are no billing errors in your invoices?

            There are opportunities to optimize pricing structures and recover billing errors.

            Are you receiving all tax benefits available to you?

            Your business might be missing out on significant savings opportunities.

            Facility Supplies

            Are you over or undersupplied?

            We audit your invoices to ensure optimal delivery schedules.

            Are you splitting hairs with multiple vendors?

            We look at all supplies invoices, across all vendors, to make sure everything you need is being ordered, delivered, and replenished effectively.

            Do you require specific product quality or other specifications?

            Schooley Mitchell helps you find the solutions that bet fit your business.

            Explore Our Services

            Telecom
            Merchant Services
            Small Package Shipping
            Waste
            Electronic Logging Devices
            Compressed Gases
            Fuel
            Facility Supplies
            Less Than Truckload
            Software as a Service
            Uniforms & Linens
            office supplies logo
            Office Supplies
            packaging logo
            Packaging Supplies
            breakroom supplies logo
            Breakroom Supplies
            shipping supplies logo
            Shipping Supplies
            electricity logo
            Electricity
            natural gas logo
            Natural Gas
            water sewage logo
            Water & Sewage
            fica logo
            FICA

            Aman Chera

            Strategic-Partner
            Office: 916-542-1916

            Schedule A 30-Minute Introductory Call