Your Check List... A Simple Action Plan

Completing the items on this list means you are taking the initiative to reduce your business expenses.

GET STARTED

• Read and sign the Consultant Agreement – if you have any questions, please call EMI.

• Copy the Letters of Agency (LOA) onto company letterhead, date and sign.  One for each specific vendor that you have.

• YTD or annual expenditures totaled by General Ledger account.

• YTD or annual expenditures totaled by supplier.

• Obtain a recent copy of each of your utility bills: electric, gas and water/sewer.

• Obtain copies of your three most recent local and long distance telephone bills.

• Obtain copies of most recent 12 months of garbage/recycling and hazardous waste bills.

• Obtain copies of any current vendor contract; usually long distance, garbage and uniforms.

• Obtain samples of printing (stationery, forms, newsletter, brochures, etc.)

HAVE THE FOLLOWING READY FOR YOUR CONSULTANT AT EMC

• Signed Consultant Agreement.

• Signed and dated LOA’s.

• Recent bills or billing history, vendor contracts.

• Samples of printing

• Any recent correspondence between your company and your various service providers.