Expense Reduction Coaching

BACKGROUND

Please describe your company and position.

I am the CFO of Innovative Plastics Corp.

Describe what your company does in a single sentence.

Manufacturing Plastic Products for Packaging

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Expense Reduction Coaching to accomplish?

• The main goal was to analyze and optimize the below the line costs to find savings. Areas of recurring utility and small parcel expenses. We aimed to identify rate inefficiencies, secure competitive RFPs from providers, and lower their annual operational overhead without interrupting daily operations.

SOLUTION

How did you find Expense Reduction Coaching?

Referral

Why did you select Expense Reduction Coaching over others?

• High ratings
• Great culture fit

How many teammates from Expense Reduction Coaching were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Analyzed our annual spend of below the line categories, inclusive of Freight, Utilities, Office Supplies among other items
• ERC approached different market contacts that they have to get best rate quotes to compare against what we had in place.
• Facilitated implentation of vendors for a seemless transition.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Saved on small parcel shipments in excess of 25%.

Potential saving for Utilities once current contracts expire anticipate savings of 15%.

Confirmed that we were optimized in other categories.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very timely and well organized.  Exceeded expectations for deliverables.  Love the savings.

What was your primary form of communication with Expense Reduction Coaching?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Expense Reduction Coaching has a no-cost / no-risk model.  Just a small amount of your time needed, they do the work of finding vendors who have rates that you can't touch.

Are there any areas for improvement or something Expense Reduction Coaching could have done differently?

Not that come to mind.  Has been working out very well.

BACKGROUND

Introduce your business and what you do there.

I’m the president of Ace Belting, a manufacturing company. We supply industrial conveyor belts, including food-grade, V belts, and endless belts, from leading manufacturers. We’ve been serving various industries for over 50 years.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Expense Reduction Coaching?

We needed help with our credit card processing costs.

SOLUTION

What was the scope of their involvement?

Expense Reduction Coaching reviewed our invoices and found areas where we could have substantial savings. They provided a personalized deck outlining those areas of savings. The team delivered the results on our schedule and was very timely.

What is the team composition?

We worked with one teammate from Expense Reduction Coaching.

How did you come to work with Expense Reduction Coaching?

Someone referred Expense Reduction Coaching to me. I chose them over other options because they were a great culture fit.

What is the status of this engagement?

We worked together in July 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Expense Reduction Coaching showed me how to save over $1,000 annually. That’s an estimate if I follow their recommendations. I haven’t implemented them yet.

How did Expense Reduction Coaching perform from a project management standpoint?

Expense Reduction Coaching delivered on time and on budget. We communicated via virtual meetings.

What did you find most impressive about them?

I was impressed by their personalized service.

Are there any areas they could improve?

There’s nothing they could improve on. They should keep doing what they do.