A small, senior team delivering institutional-grade cost reduction without the institutional fee schedule.
Expense Audit is a contingency-fee cost-reduction firm staffed by senior operators from the Family Office Club, the largest investor club globally. For nineteen years our leadership has run private investor communities, advised $100M+ net-worth families, executed three hundred-plus institutional events, and built operating discipline at scale.
We pair that operating depth with a proprietary AI stack. Investor SuperIntelligence runs fifty-plus tools across 250+ business processes, backed by a longstanding outside counsel relationship with a 28-attorney law firm.
Engagements are fully contingent. Free diagnostic. Zero upfront cost. Fifteen minutes to scope. We earn only when verified savings hit the client’s P&L.
Eight named operators run every engagement end-to-end, supported by a 28-attorney outside counsel partner and a curated bench of category specialists who execute the actual vendor renegotiations.
Founder and CEO of Expense Audit and the Family Office Club, the largest investor club globally with 16M+ registered members. Architect of Investor SuperIntelligence (50+ AI tools, 250+ processes). Recently exited a $26M-revenue dental platform.
Director of Expense Audit. Goes line by line through every statement, renegotiates with vendors, cuts unnecessary expenses, and identifies duplicate billings. Thorough and detail-oriented to the decimal. Tabatha was born for this seat. The skill set, the temperament, the patience to read every page... she is the reason findings hold up under scrutiny.
A tough negotiator and an experienced one. Excellent on the phone. Persistent, professional, polite. Ellie brings an institutional quality to every counterparty conversation, the kind that maximizes cost reduction for the client and leaves both sides still wanting to work together at the end of the call. Over 1,000 transactions closed across her career.
Shipping and product cost analyst, and the operator we lean on for any deep-data project. Daphny’s background spans the consumer product and furniture industries and a decade running the data division of our investor club. That combination is rare. She brings it to bear on cost reduction in consumer products, shipping, and anywhere else a client needs invoices analyzed, vendors organized, or our research team activated.
Deep expertise in merchant processing technology and the full tech-vendor stack. Kevin runs vendor management on anything technology-adjacent: payment processors, gateway providers, billing platforms, shopping cart and checkout infrastructure, SaaS subscriptions. The categories where overcharges hide inside dense statements, and where the right rate card unlocks 15 to 40 percent overnight.
Twenty years in real estate property management and the niche specialist for that entire sector. Jenn manages electrical utility vendors, drives down operating costs at apartment buildings and other real estate assets, and brings a property-manager’s eye to every line of a real estate operating budget. If a client owns the building, Jenn is the person on the call.
Over 500 live events overseen across her career. Rachel runs venue, live-event, and video-production vendor work end to end, from contract review through operational negotiations and post-event reconciliation. Cost reduction strategies for events that look fixed-cost on paper but rarely are once the line items are read closely.
Background in event management and operational coordination. Vanessa keeps every engagement on schedule and in scope, sequencing the audit team, renegotiation desk, outside counsel, and the client’s internal stakeholders so nothing slips between handoffs. The reason a fifteen-minute scoping call turns into a clean ten-business-day diagnostic.
Beyond the named operators, Expense Audit works hand-in-hand with a longstanding outside counsel partner, a 28-person law firm with whom we have executed well over 100 matters across dozens of entities. Counsel is engaged on every renegotiation that calls for it.
Specialist negotiators across merchant processing, telecom, waste, freight, P&C insurance, healthcare, payroll, and tax are activated category by category as the diagnostic dictates. Clients get institutional-grade execution without an institutional retainer.
Free audit. Zero upfront cost. Fifteen minutes to scope. We earn only when you save.
