dionperreault – Fractional CFO
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.
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
jschneider – Medical Savings
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.
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
achera – Manufacturing 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.
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.
Aman Chera
Strategic-Partner
Office: 916-542-1916
achera – Dental 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.
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.
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.
Aman Chera
Strategic-Partner
Office: 916-542-1916
achera – Law 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.
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.
Software as a Service
Are you on top of all your licenses?
It’s all too easy to let seats go unoptimized or unused as your company grows and changes.
Are you paying for more than you need?
Some bundles charge for more than you use. We help you find the solution best suited for your needs.
Are you paying competitive rates?
Without comparative data, how can you be sure? Schooley Mitchell has the database of client data to be certain.
Aman Chera
Strategic-Partner
Office: 916-542-1916
