Escheatment Resolution Case Study

Our client was faced with $7.8 million in unclaimed property (unapplied cash and residual credit memos) that needed research to determine its proper owner. Our team performed the following functions to assist in the resolution: Pulled the necessary supporting...

Breakthrough Results in Deduction Recovery

Our Client Consumer Products Company with $9 Billion in annual sales Broad-based Manufacturer of Heath Care Products Customer Base – Mass merchandisers, Drug and Grocery Retailers Our Challenge Customer deductions increasing beyond acceptable levels. Increased...

Sales Tax Exemption Project: A Case Study

Situation Our Client needed to collect and maintain records of their customer’s Resale Tax Exemption Certificates. A database was needed to create and maintain the records of the documents received. This database also had to be accessible for viewing by...

CPG Broker Audit

Download this Case Study CPG Broker Audit: A Case Study (PDF) OWP is the leading branded frozen pizza manufacturer in the United States and Canada with revenue of $800 million and multiple distribution channels. They utilize an online marketing, promotion, and...