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A $2,300 Burger? How We Found Money for this Entrepreneur

Episode 04

Would you spot a $2,300 lunch charge? Here’s how our oversight made a difference.

Money Found Stories

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Angie M Grainger

11 November 2024

2 Min Read

A $2,300 Burger? How We Found Money for this Entrepreneur

Would you notice if a $23 burger cost you $2,300? It sounds unlikely, but this is exactly what happened to one of our entrepreneurial clients. Business expenses can often go unchecked, especially during the hustle of the day-to-day, but this is the type of costly error we’re here to catch.

During a regular review of business transactions, we discovered this charge, realizing it was far from just a minor error. What could have been a routine lunch bill almost became a financial headache for this business owner. Thankfully, with our diligent oversight, the mistake was quickly spotted and rectified.

It’s all too easy for errors like these to slip through unnoticed. In this case, our client had been out on a business lunch and was charged $2,300 instead of the expected $23—a surprising and costly slip-up. For an entrepreneur focused on their business, it’s almost impossible to monitor every single line item. But that’s where we come in.

Thanks to our regular, proactive oversight, we identified the overcharge and immediately began working with the client to correct it. We reached out to ensure the funds were refunded, bringing the transaction back in line with what it should have been.

This incident is just one of many ways that ongoing financial management safeguards business owners. By consistently reviewing expenses and catching errors early, we help our clients avoid costly mistakes and free them to focus on the important work of growing their business.

Mistakes like these add up, and they’re more common than people think. Over the years, we’ve found millions of dollars in hidden costs, erroneous charges, and missed deductions. It’s all part of our commitment to making sure that every dollar is accounted for and that each client is supported in flourishing personally and financially.

When it comes to financial health, details matter. And we’re here to ensure you don’t lose out on what’s rightfully yours. From recovering hidden funds to helping you make sense of every dollar spent, we’re focused on helping you live a better, more prosperous life. Speak with us today—we’re here to help.

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Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

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