BANKING & FINANCE

An accounting firm

How a 20 person accounting firm cut roughly 2,000 dollars a year of wasted Microsoft 365 licenses

In a single 15 minute review, we found the licenses this firm was paying for but nobody used. We removed them with sign off, so the savings showed up on the very next bill.

A year of wasted licenses removed
$2,000A year of wasted licenses removed
Review
15 minuteReview
THE CHALLENGE

Where They
Started.

This 20 person accounting firm was paying more to Microsoft than it should, and the invoice never gave it away. Each line item looked small, so for years it simply got paid. The bill kept going out and the work kept getting done. The waste sat there in plain sight. The owner sensed the Microsoft 365 spend was high but had no easy way to prove it. There was no clear map of who used what, and no time to dig through the admin center line by line. They wanted a straight answer, not a sales pitch. The waste was never hiding. It was just never questioned. Each small line item kept getting paid because no one had the time to add them up.

If this sounds like your environment, the first conversation is free and takes 15 minutes.

THE WORK

What We
Did.

Same firm, same people doing the same work. The only change is that every paid license now maps to someone who needs it. The waste came off, and the things the team relies on stayed exactly where they were. The lower number landed on the next invoice. Most tenants carry waste like this. We are 100 percent Microsoft native and make money on expertise, not on reselling licenses. Our only incentive is your bill going down.

01

Free 15 minute review, on screen with them

We opened the Microsoft 365 admin center together and counted paid licenses against actual people. The waste showed up live while they watched. No long audit required.

02

Found the dead accounts

Paid licenses were still assigned to employees who had left months earlier. Money was going out every month for people who were gone.

03

Fixed the shared mailboxes

Full paid licenses were sitting on shared mailboxes like info@ and sales@. Those mailboxes need no license at all to keep working.

04

Right sized the plans

Premium plans were in place where a smaller plan covered everything the team used. We matched each plan to real usage.

05

Called out the double paying, then executed with sign off

The firm was paying for two ecosystems doing one job. We gave an honest recommendation to consolidate, even though it meant a smaller project for us. Nothing was removed without their approval. We cleaned up only what they confirmed.

We'd scope the same kind of engagement for your business, with timelines and effort against each stage.

We had been paying this for years and never questioned it. Fifteen minutes and you showed us money we were just giving away. The next invoice was lower and nothing broke.
Owner · an accounting firmAn accounting firm
MORE STORIES

Other businesses we've done this for.

View all case studies →
Banking & Finance

A financial services firm

A 30 person financial services firm came to us knowing something was off, but not sure how exposed they really were. They handle sensitive client records every day, yet their sign in security had grown by accident rather than by design. Multi factor was enforced for part of the team and quietly skipped for the rest. No Conditional Access at all, so a valid password from anywhere on any device got in. Several accounts carried far more admin than the work actually required. Accounts from finished projects and former partners could still reach company data. The owner put it plainly. They knew enough to be worried, but not enough to fix it. In their industry a single bad sign in is the kind of scare that gets handled the week after rather than the week before. Our job was to handle it the week before.

100%Of sign ins checked by Conditional Access
Professional Services

A boutique executive search firm

A boutique executive search firm nearly lost the one thing its whole business runs on, the trust in its founder's inbox. Here is exactly how the attack worked, the questions we asked, and every PowerShell step we ran to contain it.

< 24 hoursFrom discovery to containment
Manufacturing

A logistics company

Like a lot of growing operations, this logistics company approved invoices by forwarding emails. Someone then tracked who had signed off in a shared spreadsheet, retyping the same details every day. It worked, right up until the person who knew the spreadsheet went on vacation. The cracks showed in the usual places. Approvals sat unread at the bottom of inboxes. Nobody could say for certain who had signed off, or when, without scrolling back through an email chain. A mistyped number was caught late, if at all. The team did not want yet another subscription, another login, another monthly fee for an approval tool. They wanted the process fixed, inside the tools they already trusted. They thought they needed to buy an approval tool. It turned out they already owned everything they needed.

100%Of approvals logged with who and when

Want Results Like
This for Your Business?

Book a free 15-minute call. We'll tell you honestly how much of what we did for An accounting firm would apply to your setup.

No commitment
Free 15-min call
500+ clients served