Software Subscription Analysis & Management

It's called "SaaS bloat" or "subscription creep," and it's silently draining your company's profits. For most small businesses, there is no central person managing the software stack. Different employees sign up for "free trials," put a tool on a credit card, and then forget to cancel.

The result? You are spending hundreds, even thousands, of dollars every month on redundant tools, unused licenses, and "zombie" subscriptions.

Fred Lundin CPA brings financial discipline to your technology stack. We're not an IT company; we're your financial advocate. We'll find every single subscription, analyze its true value, and give you the control you need to stop the waste.

What We Do: Your Subscription Watchdog

We implement a three-step process to give you complete visibility and control over your software spend.

• We perform a deep-dive audit of your P&L, credit card statements, and bank feeds to identify every single recurring software subscription.
• We create a "Master Software Ledger" that details every tool, its cost, its renewal date, and its owner.

• Identify Redundancy: Are you paying for Dropbox, Google Drive, and OneDrive? We find overlapping tools and help you consolidate.

• Uncover "Zombie" Subscriptions: We'll find software billed to ex-employees or for projects that ended long ago.

• Right-Size Your Licenses: Are you paying for 50 licenses of a tool when only 30 employees are using it? We'll identify unused seats you can cut.

• Renewal Calendar Management: We create a simple renewal calendar so you are never surprised by a large annual auto-renewal again.
• Implement a Control Process: We'll help you create a simple, lightweight process for approving any new software purchases, stopping the "creep" at its source.
• Plug Security Gaps: Every forgotten app is a potential security risk. We help you identify and de-authorize old tools that may still have access to your company or customer data.

The CPA Difference: A Financial, Not Technical, Approach

Why use a CPA firm for this?

• We're Already in Your Books: We're not an outside consultant who needs to ask for all your bank statements. We're your financial partner. We can find this data faster and more accurately.

• 100% Vendor-Agnostic: We do not sell software. We have no incentive to keep any subscription. Our only goal is to save you money and increase your profitability.

• Focus on Profit & ROI: An IT provider sees a tool. We see a line item on your P&L. We analyze every subscription through the simple lens of "Does this provide a positive ROI?"

• Security & Compliance Mindset: We are experts in data security and confidentiality. We see forgotten software not just as a waste of money, but as a critical security and compliance risk.

Is This Service Right for You?

• Looks at their credit card statement and doesn't recognize half the software charges.

• Is constantly surprised by large, unexpected annual renewal bills.

• Suspects they are paying for redundant tools (e.g., multiple project management apps).

• Has no central list of what software the company pays for.

• Wants to cut expenses and directly improve the company's bottom line.

Stop Wasting Money. Start Taking Control.

Let's find the hidden profits in your software budget. Contact us today to schedule your subscription audit.

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