The #1

Cost Reduction Experts

Heartwood Advisors’ sole mission is to help companies reduce costs by engaging with our preferred partner firms. We primarily identify your cost savings in our specialty service areas and work closely with our service partners to bring your savings to reality. We represent industry experts in many cost cutting fields.

Accounts Payable Automation

Automate your accounts payable reducing your bill paying costs while earning massive rebates

Tax Mitigation & Credits

You could be saving thousands annually. Try our free cost savings calculator to get started!

Earned Wage Access

Help your employees by allowing them to receive up to 50% of their earned wages before payday.

Utility Cost Reduction

Overhaul your utility cost including telecom, electric programs, water & sewer, gas, and more.

Shipping Efficiency Services

Shipping is a large percentage of monthly spend - cut costs while improving operating efficiency!

Wireless Optimization

Fix your wireless cost without the need to switch carriers! After a simple analysis, we can save you big!

Merchant Fee Reduction

Get optimized processing rates from an existing processor & protect against future rate increases.

Laundry Expense Reduction

Cut commercial laundry expenses between 30% -50%
with our thorough audit & provider negotiations

Contigency Based Performance

We only get paid if you save.

Our sole purpose is to save or find the money for your business. You only pay us if we save or find you money. Your only risk is a little bit of time, we handle all the heavy lifting. We have more than 20 years’ extensive experience in the cost-recovery profession. We deploy dozens of out-of-the-box, profit-generating, cost-savings, and tax incentive programs, some of which can be implemented in days to save you money. Our programs are contingency-based, that is; if we do not create savings or profit for you, you owe us nothing. Solutions are delivered by our business associates and their teams who are dedicated subject-matter expert service providers (SMEs) across the United States. In most cases, we can assess an organization’s potentially-applicable cost-recovery programs in just a few minutes with just a few questions. We are always willing to execute an NDA if the potential client requests we do so before further information gathering or discussions. We work with a group of elite partner firms who all have one common goal: Help companies reduce expenses & save money, generate additional revenue, and provide financial wellness benefits for their employees. And each works on a contingency basis; we don’t get paid unless we deliver value.

Do you have at least $500K in revenues?

We can help save you money on your operating expenses. Our $6 Trillion data lake benchmarks over 100 operating expense categories. We benchmark your current spend and provide a no-cost/no-obligation analysis. We negotiate new pricing for you, and we only get paid when you save money.

Do you spend over $10M-$1B+ annually in vendor payments?

We can help you save on your AP costs. Our automated AP platform allows you to streamline processes, generate substantial revenue from rebates, and move cash more efficiently to your vendors – all in one portal. You can easily process payments with our mobile app. Our fees come out of your savings, so there’s no risk to you.

Do you have 50 to 50,000 hourly employees?

We can help you retain and attract workers with our no-fee digital checking account that empowers them to access their wages on demand, use digital banking services at zero cost, and plan/budget with our focused tools. There is no cost to employers or employees to use our service.

Do you ship small parcels or LTL?

 Is your annual shipping spend more than $1 Million? We can help you save money on shipping with our automated shipping platform that is the gold standard for multi-carrier/multi-mode shipping management in one dashboard. We access and pass along rates second only to Amazon. Our fee comes out of your savings, so there’s no upfront expense!

Do you think you’re overpaying for your business’ utility bills?

We save you money by auditing and analyzing your gas, electric, water, sewer/waste, and telecom bills for errors, inaccuracies, and discrepancies to find savings at no upfront cost to you. We do all this without changing your utility provider! 90% of our clients including schools and universities realize savings!

Do you spend over $100K annually for your laundry, linen, or uniform service?

Are you renting from one of the big national suppliers? Do you see increases that aren’t in your contract? Our laundry insider analyzes your contract and invoices, and negotiates on your behalf to save you 30-50% on your next laundry bill without changing your supplier and no upfront fees!

Is your credit card processing volume between $1M and $30M?

Do you have a high percentage of CNP (Card Not Present) transactions? Our expert service provider manages the complex payment processing rates on your behalf to secure the lowest possible rates available with your current payment processor. They optimize your credit card processing rates and protect against increases by using proprietary software, benchmarking data, and industry expertise, all without switching payment processors and without any risk to you.

Do you feel you’re paying too much for your wireless service?

Our service specializes in reducing your wireless bill by analyzing your bill, customizing a solution, negotiating the best possible deals, and monitoring your program to ensure you continue to receive the highest savings. We typically achieve savings of 25 to 33%, with some clients saving as much as 50%-without switching carriers, phones, or numbers! We have a 95% success rate with clients that have 25+ devices!

Do you have 50 - 500+ employees on a traditional health plan?

We help you save on healthcare costs with our self-funded plans by reducing costs (present and ongoing) while improving healthcare access for your employees. You don’t have to wait for renewal to make plan changes – which your broker will not tell you. more…We focus on reducing the $$ spent on claims to reduce an employer’s health benefit costs.

if we don’t find money for you, you owe us nothing

Industries Serviced

Millions Saved

%

Satisfaction

How it Works

From our first conversation to every penny-saved, we guide you ever step of the way to making sure your business is operating at peek efficiency & everyone involved is 100% satified!

How it works - Step 1 Consultation

Step 1

Brief consultation to identify pain-points and potential cost savings.

How it works - Step 2 Solution

Step 2

A custom tailored solution is identified and presented to meet your needs!

How it works - Step 3 Implement

Step 3

We seamlessly implement your turnkey solution hassle-free!

A Solution for Every Business

Our comprehensive network of solutions means we are capable of helping in nearly every vertical & industry! From hotels to retail, Heartwood Advisors is the #1 trusted resource for your business – at any level! Industries we help but are not limited to include:

  • Hotels
  • Motels
  • Quick-Serve (QSR) and Full-Service Restaurants
  • Physicians
  • Office Building Owners and Managers
  • Internet Businesses
  • Charities
  • Hospitals
  • Auto Dealerships
  • Night Clubs
  • Manufacturing Companies
  • Professional Condominiums
  • Construction Companies
  • Movie and Performing Art Theaters
  • Health Clubs and Gyms
  • Grocery Stores
  • Government Facilities
  • Funeral Homes
  • Gas Stations and Auto Repair Shops
  • Non-Profit Organizations
  • College/University Graduates
  • Professional Services Companies
  • Medical Facilities
  • Golf Courses
  • Retail Businesses
  • Investment Properties
  • Commercial Property Owners
  • Attorneys
  • Landscapers
  • Architects
  • Engineering Firms
  • Colleges and Universities
  • School Districts
  • Faith-Based Organizations
  • In-Home Healthcare Services
  • Janitorial Services
  • Sports Bars

The best protection against inflation is your own earning power – the second best protection is to own a business that does not require a heavy capital investment!

—Warren Buffet

F.A.Q.

Common Questions

Can my company save money with your service?

We find that 90% of businesses could benefit from our services-your savings will depend on our analysis of your relevant business areas.

Is it just a one-time saving or is it recurring?

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How do you make money as a consultant?

We are results-based consulting firm with offices nationwide. We only get compensated if we find savings or additional revenue for our clients. There is NO hard selling as we don’t charge for anything. We either find savings or there is NO FEE which makes this one of the most desirable business models. Prices are skyrocketing for businesses – they need savings now more than ever. The best part is as a consultant you also can earn monthly residuals for the life of the client.

What does a Cost Saving Advisor do?

A cost saving consultant helps companies become more profitable and therefore maintain and retain success in a turbulent business world. By auditing expenditures and finding alternative profit methods, Blue Coast Savings Consultants fix and promote financial health and stability to its customers.

When do we get the project savings?

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Where can I see examples of companies who have saved money?

Go here: (hyperlink) to read real life examples of businesses saving money with our services!

What is the expected timeframe for my business to transition?

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Will There Be A Downtime for my Business during Implementation?

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Schedule An Appointment

Quick Turnaround

We're eager & ready to help - that is why we offer lightning-fast turnaround on our consultations & services.

Industry-Leading Tech

We offer industry-leading technology & services designed to help your business!

Satisfaction Guaranteed

We pride ourselves on your success. Without it, we wouldn't be here today!

Turnkey Solutions

Our solutions & services are hassle-free and ready to integrate with your business today!

Todd A Nye - Heartwood Advisors

Contact Us

Todd A Nye - Senior Advisor

toddanye@heartwoodadvisors.net

(513) 653-4325

8044 Montgomery Rd Suite 700-7357 Cincinnati, OH 45236

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