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Expense Audit / Recovery Services

Waste & Recycling Audit

Credit Card Merchant Audit

Freight Expense Audit

Workers Comp Audit

  • Zero Risk

  • Zero Out-of-Pocket

  • Zero Obligation

No Savings = No Fees

If for any reason you choose not to proceed with OBS Center's recommendations, you will have no obligations to our firm and no fees


We help businesses save money without having to switch current service providers.

At Optimal Business Strategies aka: OBS Center, we recognize the value of your time. Our streamlined process is designed to minimize the demand on you, your division head, and your team. By simply sharing statements (vendor or tax), authorization forms, or website login credentials with us, our thorough due diligence and information collection is set in motion.

Our comprehensive 11-point cost analysis is adept at uncovering overcharges and billing inaccuracies across critical expenditure categories. These include credit card merchant service processing, parcel shipping, waste and recycling, and workers' compensation premiums, among others.

Waste & Recycling Service Expense Audit

We help businesses save money without having to change waste & recycling service providers.

Our waste audit service is designed to reduce our clients' monthly costs associated with solid waste, medical waste, and recycling disposables. We achieve this by identifying billing inaccuracies, overcharges, and uncovering additional opportunities for cost savings. This is done through a thorough examination of the client's invoices, service agreements, equipment, current service levels, and pricing structure.

Statistically, 80% of commercial enterprises stand to gain and save from conducting a Waste Audit.

On average, clients experience annual savings ranging from $3,000 to $15,000.

Merchant Service Credit Card Audit

We help merchants save money without having to change processors.

Our Credit Card Audit optimizes your processing agreement to ensure you benefit from the most advantageous plan type and rates, leveraging precise, strategic requests directed at your current provider. Additionally, we aim to minimize fixed fees by enhancing process efficiency, assisting in the qualification of payment transactions for lower interchange rates. CG Moneta LLC does not offer Merchant Services, nor do we suggest switching your existing service provider.

Statistically, 80% of commercial enterprises stand to gain and save from conducting a Waste Audit.

On average, clients experience annual savings ranging from $3,000 to $15,000.


Potential clients must process more than $300,000 in annual card payment volume.

Shipping Freight Expense Audit

We help businesses save money on shipping / freight expenses without having to change service providers.

Utilizing our specialized shipping audit service, clients can look forward to substantial financial benefits, including refunds from their shipping carriers, which can account for up to 3% in savings.

Moreover, clients often experience an average additional savings of 7% through the application of our sophisticated reporting tools and analytics designed for cost-saving optimization.

This comprehensive approach not only identifies immediate refund opportunities but also unlocks longer-term savings by enhancing shipping practices and strategies, ensuring that our clients maximize efficiency and minimize unnecessary expenditures in their shipping operations.

Workers Compensation Insurance Premium Audit

We help businesses save money without having to change current workers comp insurance providers.

Our Workers Compensation Audit is designed to meticulously examine and rectify overcharges in workers' compensation premiums by conducting a comprehensive review of the past five to seven years' worth of data, including classifications, experience rating calculations, and premium audit figures.

Our experience in the field reveals that more than 70% of companies have experienced overcharges on their workers' compensation premiums.

By delving into the intricate details of your company's workers' compensation history, we not only identify where these overcharges have occurred but also initiate the recovery process to ensure you are refunded any excess amounts paid.

This audit is a crucial step towards ensuring that your company is not unnecessarily overpaying for workers' compensation, potentially leading to significant cost savings and financial optimization for your business..

Operational Cost Reduction

We use a dual pronged approach. We look back in time to recapture refunds and we look forward for future savings opportunities

Our PROCESS


Based on our in-depth analysis and easy to use proprietary Tax Management Software, we carefully examine your business, find significant savings and then provide you results and solutions. You keep the servicers you already have we are a neutral and unbiased. We will work with your CPA so that they just submit the paperwork with your filing.

Our PROMISE

We save you money, or you do not pay us. We work on a contingency fee for our profit enhancement services so there is no risk, no obligation and no out of pocket costs.

We deliver cutting-edge cost-saving solutions and expense reductions to businesses across the USA

We get paid only a percentage of what we recover.


(866) 376 - 6272

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