Director, Treasury Optimization Service at Aprio | Bank fee reduction specialist | Cash management expert
I work with CEOs, CFOs, VPs of Finance, Controllers and Accounting managers who are seeking innovative cash management strategies to improve cash flow and maximize working capital.
Today 85% of businesses overpay for banking services. Most finance professionals agree their fees are high, but they are too busy to chase the money. That’s what I do.
I provide a unique service that can save you money on your bank fees. Using our experience in banking operations, treasury sales and data analysis, we assess your banking fees and help you negotiate savings across your:
My team has a proven track record of saving clients 35% or more in fees. It’s a no risk service. We charge no upfront – we get paid on how much we can save you.