My company maintains records/files/invoices in hard-copy form. While we have needed to switch to a paperless environment for quite some time, we have found the cost of Imaging Systems much too costly for our budget. In discussing this with CCG, at the conclusion of our recent AP Review, they provided a solution that we found to be cost effective and required no resources from us. CCG created an Imaging System to our specifications and then implemented that system into our operating system and trained our clerks on usage. Finally, they actually scanned all of our archived records including invoices and PO's and supporting documents and placed them into the system. The entire migration was seamless, very inexpensive and is functioning perfectly.
16315 Northcross DrHuntersville, NC 28078
From Business: We offer unbiased advice and quality investment alternatives to our clients. We offer asset management for retirement rollovers, stocks, bonds, mutual funds, annu…
4100 Charlotte HwyClover, SC 29710
Capital Conservation Group (CCG) has recently completed an audit for our firm for a period of over 4 years history to date. We asked CCG to identify possible errors related to overpayment or incorrect payment of invoices and/or sales tax, to recover over payments, credits not taken and to correct other errors on payments. CCG completed this audit efficiently and without any disruption of our operations or our relationships with our suppliers. Our employees who worked with CCG found they were non intrusive, learned our systems and processes quickly, documented progress on a weekly basis and were pleasant and professional with our employees and vendors. At the end of the audit, we received a detailed report and an in-person business review at the end of the engagement. We look forward to working with CCG again in the future.
Recently, CCG completed a vendor compliance review for my company. While I was impressed with and benefited from the review, I was amazed at their sales and use tax knowledge. The information provided by CCG will result in better management of sales and use tax, going forward. I will certainly ask them to review again, annually.
The review that CCG performed for my company, was not what I expected. Normally, past reviews have only included a sweep of my statements and identification of duplicate payments. In fact, my staff usually in the past, was even responsible for recovering issues discovered. CCG however, found many errors related to transactions with our vendors and they performed the recovery as well, leaving my staff to conduct its daily responsibilities.I was very pleased with the dollars recovered but the information that CCG provided was most valuable. With that information, my staff can prevent future losses or at least minimize them. I will work with CCG again and consider them virtually, part of my staff, since their work was totally non-intrusive to my agenda.
After working with audit firms for many years and accepting their performance as "Routine" or "best that they could do", I was amazed at the contrast provided by CCG. They found many, many smaller issues that represented reasonable return of money but the knowledge associated with those losses, allowed me to reduce similar losses from happening again. I now know what a thorough AP Review resembles. These auditors discovered and recovered many hundred percent, more than any other firm that I have employed to perform the task. I highly recommend them! They are professionals worthy of my referral.
It has been several months since their audit team concluded it's onsite review, in the fall of 2012, of our Accounts Payable records and our processing and payment practices. We were pleased with the findings of their audit team. We appreciated the professionalism of the entire team, from the initial meeting until the final Audit Analysis Report. Due to the positive experience and success of the review, our Accounts Payable staff was recently featured in our company newsletter.
I was very please with their services provided, dollars delivered, and information provided. Their auditors are very professional and thorough. I will definitely use their services again.
They seem to have a lack of communication in several key areas, in my opinion. Pure commission employee's. I would not work with the company again, nor would I recommend performing any business with them. The company made me feel as if they were ready to sue anyone for any reason possible if it will make them a buck, even employee's. If this is what you are looking for, this place is for you!