For business owners

Your business is paying for software nobody uses. Let’s find it.

The Subscription & Spend Audit is Rocket Money for your business: send me 3–6 months of bank and card statements, and within three business days you get a ranked report of every recurring charge. What to keep, what to question, what to cancel, where to cancel it, and exactly how much you’ll save.

Why it pays

Forgotten free trials. Duplicate tools. Quiet price hikes.

Recurring charges are designed to be forgotten. That’s the business model. Across small-business books I see the same three leaks over and over: subscriptions nobody has logged into for months, two tools doing the same job, and prices that crept up without anyone agreeing to it. A typical audit surfaces several hundred dollars a month in cuttable spend. The audit costs $149, once.

Zombie subscriptions

Free trials that converted, tools from abandoned projects, seats for people who left. Still billing, every month.

Duplicate tools

Two design tools. Two email platforms. Three places storing the same files. Consolidating is usually the single biggest win.

Price creep

The plan that was $29 is now $49. I flag every recurring charge whose price has moved, so you can renegotiate or leave.

How it works

Three steps. Three business days.

1. Send statements

Book below, then export 3–6 months of statements (CSV preferred) from every business bank account and credit card and send them over securely. Ten minutes of your time, and the only ten minutes I need.

2. I hunt

Every transaction goes through recurrence detection, then I classify each recurring charge with judgment: essential to operations, worth reviewing, or likely cancelable, including price-creep and duplicate-tool flags.

3. You get the report

One page up front: your total recurring run-rate, the cancel shortlist with monthly and annual savings, and where to cancel each one. Plus the full sortable spreadsheet behind it. You stay in control. I never cancel anything for you.

What you get

The deliverable, exactly.

The Subscription & Spend Audit

Flat fee, no subscription (that would be ironic). And if you later sign on for monthly bookkeeping or cash flow advisory with me, the $149 is credited to your first month, so the audit effectively becomes free.

$149 flat, one-time

Typical audits find several times that in annual savings.

Book my audit
FAQ
Is my financial data safe?
Statements are handled confidentially, used only for this audit, and deleted after delivery on request. I’m a working bookkeeper. Handling financial records carefully is the core of my job. No bank logins are ever requested; you export the statements yourself.
What if you don’t find anything?
If the audit finds less than $149 in annualized savings, I’ll say so plainly, and you’ll still have a complete, verified map of every recurring charge in the business. (It almost never happens.)
Will you cancel things for me?
No, and that’s deliberate. You get the shortlist and exact cancellation instructions, and we confirm usage on anything ambiguous in the walkthrough call. Nobody should cancel tools in your business but you.
What do you need from me?
3–6 months of statements (CSV exports preferred, PDFs workable) from every business bank account and credit card. More history and more accounts mean better detection.
How do I pay?
After you book, I send a secure card payment link along with the statement-export instructions. The clock on the three business days starts when statements arrive.
Book

Book your audit for $149

Send this and you’ll get the payment link plus simple statement-export instructions for your bank within one business day.

You’ll hear back within one business day. Questions first? jake.felstow@gmail.com