PiedmontIT ADVISORS

IT & Billing Audit

Find out what you’re overpaying for.

A structured review of your vendor agreements, invoices, and licenses, with a clear path to lower spend. One flat fee of $2,500 — and if the audit doesn’t find at least twice its fee in annual savings, it’s free for qualifying organizations.

Every audit is run by Rhett Finklea, founder of Piedmont IT Advisors — over 25 years in IT, and the same person you’ll talk to on the discovery call.

The problem

Your IT provider might be overcharging you.

Most managed IT providers profit when you spend more — not less.

01

Inflated per-user fees

You pay full price for every seat, every month — at rates set to pad their margin, whether anyone calls support or not.

02

Bloated bundles

Redundant software licenses and hardware markups get bundled into your bill to pad their margins.

03

Lock-in contracts

Long terms and restrictive agreements keep you paying long after the value stopped.

If any of this sounds familiar, an audit will tell you exactly what it’s costing you. What the audit covers →

How it works

From overcharged to optimized.

The Process

Five steps. Zero surprises.

The audit is where we recommend starting — here’s exactly what happens, step by step: what I do, what I need from you, and how long each part takes. The findings report typically lands 3–5 weeks after kickoff.

1

Discovery Call One call

A short conversation about your business, your current IT setup, and what’s bothering you about your IT costs.

What I need from you: 20–30 minutes and an honest picture of your situation.

2

Access & Data Gathering 1–2 weeks

You provide read-only access (or copies) of your IT contracts, recent invoices, and license inventories. I handle the legwork.

What I need from you: contracts and 3–6 months of IT and telecom invoices, plus a list of current software subscriptions. A single point of contact on your team speeds this up.

3

Forensic Review 2–3 weeks

I go through everything line by line: contracts, invoices, license assignments, usage data.

What I need from you: nothing — this is the quiet part. I may come back with clarifying questions.

4

Findings Report One meeting

You get a written report with every source of waste itemized, savings ranked by size and effort, and specific recommendations — renegotiate this, cancel that, consolidate these licenses.

What I need from you: a 60-minute walkthrough meeting to go through the findings together. The report is delivered beforehand.

5

Implementation Support 4–8 weeks

I help you execute: renegotiating contracts, cancelling waste, consolidating licenses, and switching tools where it makes sense.

What I need from you: authority to negotiate on your behalf — or I coach your team through it.

After the Audit

Keep the savings permanent.

After the audit, the follow-on services are Infrastructure Optimization and a Fractional IT Fiduciary retainer — both coming in February 2027, so the waste doesn’t creep back. A discovery call today puts you on the list for either.

✎ Before

the software bill went up again and nobody knows why, half of these licenses — who even uses them, we renew in three weeks, help, R

✎ After

Dear Owner,

Your new website is live, and the audit has read every contract line. Three renewals are flagged before they charge — the findings are in writing, and they're yours to keep.

— Piedmont IT Advisors

The guarantee

Savings first.
Fee second.

If I can’t find at least twice my fee in annual savings, you don’t pay. The IT & Billing Audit is a flat $2,500. If the savings aren’t there — at least twice the fee — the audit is free. That’s how confident we are.

The guarantee covers organizations with 15 or more seats, or at least $5,000 a month in combined software, cloud, telecom, and IT spending. Below that floor, the audit runs at the same flat $2,500 — and the free discovery call will tell you honestly whether it is likely to pay off.

Ready to see your numbers?

Start with a free discovery call. We’ll talk through your current setup and whether an audit makes sense for your business.