Expense Audits

TMG offers expense audit services to help businesses of all sizes handle their spending. We understand no two businesses are alike, so we tailor our Expense Audit packages to fit each client's specific needs.

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The Basics of Expense Audits

An expense audit reviews an organization's spending to ensure that it aligns with its policies and procedures. Expense audits can be conducted internally by a company's accounting or finance department or by an independent auditing firm.

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Why Conduct an Expense Audit?

Many reasons a business might choose to conduct an expense audit. For example, the company may be experiencing financial difficulties and need to cut costs. Or maybe suspicious activity has been detected in the company's spending patterns. In any case, an expense audit can help a business better understand where its money is going and how it can save money in the future.

The Marshall Groups Process

At The Marshall Group, we focus on four problem areas for small and large business owners:

Taxes, Expenses, Insurance, and Employee Retention. We can find, save, and help you make more money!

Step One: Tax Management System (GMG)

Six Tax Credits in Seconds!

1. Covid Employee Retention Credit

2. Disaster Retention Credit

3. Workers Opportunity Tax Credit

4. R&D Employer Tax Credit

5. Cost Segregation

6. Property Tax

Step Two: Expense Reduction

Credit Card Audit

Waste & Recycling Audits

Work Comp Insurance Audit

Parcel Shipping Expense Audit

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Step Three: Insurance Education & Benefits

The Marshall Group is dedicated to insurance education for our clients. So, whether you have questions about your coverage or would like to host an employee seminar, we can help!

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Step Four: Keeping Good Employees

A position without benefits is a temporary position. We want to make sure your employees want to be there and stay there! The Marshall Group of NC is here to help you attract, recruit, and retain quality employees with insurance benefits and education. Contact us today to learn more about taking the best financial path.