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VERIFIED COMPANY DOSSIER

OAKSTONE ADVISORS LLC

Verified Intel

   ▶︎𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 𝗖𝗢𝗠𝗣𝗥𝗘𝗛𝗘𝗡𝗦𝗜𝗩𝗘 𝗘𝗫𝗣𝗘𝗡𝗦𝗘 𝗥𝗘𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡: •Eliminate the uncertainty and frustration of not knowing if you are truly receiving the most competitive rates for every business expense on your books. •Use us to lower your expenses by benchmarking every one of your expenses  through our $6 trillion database, ensuring evidence-based savings. ▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥: •If your business’s annual revenue exceeds $500K annually, this service is for you.    •Here are some of the expense categories where we have made our client's ultra competitive and allowed them to re-direct savings to growth: •Telecom/software •Waste  •Treasury/banking/credit card processing fees       •Insurance •Textiles/Supplies •Transportation •Advertising •Payroll processing •Utilities ▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: •You provide us with the  general ledger of your company’s expenses.  We calculate your potential savings on every expense presenting findings (generally within 3-5 business days).  Your rates are compared to our database of 10 million companies based in the USA. •We then go to work, negotiating new rates with your current vendors on your company’s behalf. •We continually monitor, benchmark and optimize rate savings for you dynamically, and will renegotiate accordingly.  •You have an expense watchdog in us, allowing you to run your business while we ensure you continually pay the best rates your vendors offer. •We either find you savings or no fee = 100% performance based.   ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: • The average client sees a 10% - 15% reduction in bottom line expenses (not including payroll) without switching vendors.  Our goal is to find the best rate each vendor charges, and make sure that rate applies to your business! •You reap the benefits and vastly improve your bottom line.    •You now can focus on growing revenue while we focus on reducing expense—this is a win-win for your bottom line.

   ▶︎𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 𝗖𝗢𝗠𝗣𝗥𝗘𝗛𝗘𝗡𝗦𝗜𝗩𝗘 𝗘𝗫𝗣𝗘𝗡𝗦𝗘 𝗥𝗘𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡: •Eliminate the uncertainty and frustration of not knowing if you are truly receiving the most competitive rates for every business expense on your books. •Use us to lower your expenses by benchmarking every one of your expenses  through our $6 trillion database, ensuring evidence-based savings. ▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥: •If your business’s annual revenue exceeds $500K annually, this service is for you.    •Here are some of the expense categories where we have made our client's ultra competitive and allowed them to re-direct savings to growth: •Telecom/software •Waste  •Treasury/banking/credit card processing fees       •Insurance •Textiles/Supplies •Transportation •Advertising •Payroll processing •Utilities ▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: •You provide us with the  general ledger of your company’s expenses.  We calculate your potential savings on every expense presenting findings (generally within 3-5 business days).  Your rates are compared to our database of 10 million companies based in the USA. •We then go to work, negotiating new rates with your current vendors on your company’s behalf. •We continually monitor, benchmark and optimize rate savings for you dynamically, and will renegotiate accordingly.  •You have an expense watchdog in us, allowing you to run your business while we ensure you continually pay the best rates your vendors offer. •We either find you savings or no fee = 100% performance based.   ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: • The average client sees a 10% - 15% reduction in bottom line expenses (not including payroll) without switching vendors.  Our goal is to find the best rate each vendor charges, and make sure that rate applies to your business! •You reap the benefits and vastly improve your bottom line.    •You now can focus on growing revenue while we focus on reducing expense—this is a win-win for your bottom line.

Primary SectorManagement Consulting
Workforce SizeMyself Only Employees
Global HQUndisclosed, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Management Consulting
Company Type
Privately Held
Founded
2018
Employee Bracket
Myself Only
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
1990 N California Blvd California Walnut Creek
City
—
Region / State
—
Postal Code
94596
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainoakstoneadvisors.com
Visit Site
LinkedIn NetworkActive Profile
Open LinkedIn
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