Our Process

The Babcock Advisors Fixed Cost Reduction Process

We specialize in increasing cash flow and employee retention through Audits of Utilities, Merchant Services and Employee Benefits while providing businesses with a business confidant. Discover savings that you never knew existed. One of our industry specific trusted advisors will run an analysis to show you what type of savings or solutions are available for your organization.

Babcock Advisors can help find thousands in savings with our simple 3-Phase process:


Phase 1 – Gather needed info from you

  • 3 most recent years of profit and loss statements
  • 3 most recent years balance sheets
  • Merchant Services statements
  • Telecom Statements
  • Cell phone statements
  • Waste and Recycling statements
  • Payroll Statements

NOTE: Our initial report only requires the P+L’s and balance sheets. Our secondary audit will require the service statements being audited.


Phase 2 – Run the report

Let our proprietary software identify areas of concern or improvement.


Phase 3 – Recommendations

Present findings and implementation of savings solutions

By taking the integrated approach with each expense area, we handle all the details from start to finish. It all starts with an audit and then we put together a custom strategy to implement the recommended savings and solutions for your organization. We work collaboratively as team through every phase to your 100% satisfaction.


What we need: Initial 20 minute in person meeting or webinar with our industry expert to provide a high-level overview and to start the qualification process.

Wouldn’t you agree it’s worth a few minutes of your time to see if there might be thousands of $$$ waiting for you?


Expense Manager Services