Where Strategy Meets Security

Welcome to Castle Business Advisors

Castle Business Advisors helps business owners and managers reduce their expenses and then reinvest those savings into solutions that improve productivity, scalability, and profitability

10K+

Our Capabilities

Why Choose Castle Business Advisors?

1. Expense Reduction

Identify hidden inefficiencies and eliminate unnecessary costs without compromising quality. We take a comprehensive approach to uncover savings opportunities across your operations.

2. Vendor Optimization

Turn your vendor contracts into strategic assets. By leveraging our expertise, we ensure you get the best value while maintaining flexibility and control.

3. Automation Solutions

Streamline your operations and elevate your business to the next level with cutting-edge AI tools. From workflows to customer interactions, we simplify processes and improve outcomes.

We Collaborate with the top 200+ companies worldwide

"Good business leaders create a vision, articulate the vision, passionately own the vision, and relentlessly drive it to completion."

Mason Adams

CEO Sinsco

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Ready To Help Your Business

Need help with a project, have a question about our work? We’re here.

Merchant Processing

Results-Based Services

Payment processing rates are complex and always increasing. Merchant processing statements are difficult to understand and it’s nearly impossible to know if you have competitive rates.

RateGuard by Paymerc manages the complex payment processing rates on your behalf, delivering measurable savings to your organization without switching payment processors. Using proprietary software, benchmarking data, and industry expertise, RateGuard secures reduced payment processing rates with your current processor and provides transparency to the complex pricing structures and billing practices.

No risk, no switching payment processors, no disruption to your operations, and the only fee is a percentage of realized savings.

UPS/FedEx Audit

Automatically audit your parcel and freight invoices for billing errors, overcharges, and late deliveries. Our free service ensures that every carrier invoice is accurate.

Easily recover refunds for overcharges and billing errors. Lojistic continuously identifies invalid invoice charges and works to secure refunds on your behalf.

Refund Retriever monitors each FedEx and UPS package. You do nothing else, no changes to your operations. Refund Retriever works silently in the background auditing your shipping invoices to “sniff out” service failures such as late deliveries (GSR), billing errors, and much more!

THE BEST PART… The FedEx and UPS refunds are credited directly to your carrier account. Our fee is a small percentage of the savings.

R&D Tax Credits

The R&D Tax Credit provides a dollar-for-dollar offset to taxable income for businesses that are paying taxes. The Protecting Americans from Tax Hikes (PATH) Act in 2017 created an opportunity for start-up companies to monetize the tax credit as an offset to employer-paid payroll taxes.

Innovative companies who are working to develop or improve products or processes may be eligible to claim up to 10% of their qualified expenses.

But many eligible businesses leave their hard-earned money on the table. Millions of dollars in R&D tax credits go unclaimed each year.

Our customized mix of technology and expert support allows qualified companies get the most out of their R&D tax credit while producing compliant, defensible studies.