We are very excited to have the opportunity to present our company to you. Uniquely, our company takes pride in providing customized service for each company, and each project. We do not use the "cookie cutter approach".

We establish procedural approaches to identify/generate expected outcomes. Our auditors are trained and experienced in best practices of the field, and skilled in working within our guidelines to use the best technology and develop the best methodology for each company.

Capistrano is not just another financial recovery company, but a valuable resource providing clients with a full spectrum of revenue recovery services. Our company was established when it became evident that we could make a significant contribution to the bottom of our client's financial statements while contributing to the improvement of their internal processes.

Our main focus is understanding our clients' needs.

Maintaining the leading edge in a global market is no longer a necessity but a requirement. Today's managers are asked to do more with less: Less staff, reduced expenses, increased sales and increased gross profit margin. Bottom-line result is a key factor in today's competitive world-market! Change is continuous and consistent in order to stay ahead, and as a result, processes and procedures are affected over an extended time.

We offer value-added results to our clients

We offer a candid partnership to our clients on a continuous basis with ideas, analysis, industry best practices and a direct focus on their unique operations and how we can work with them to make improvements in their processes and procedures. We develop a deep understanding of our clients' needs and make ourselves available, with free consultation on the phone and via e-mail 24 hours a day! We are sensitive in disclosing operations deficiencies and making recommendations. Our focus is systems and processes, not human error.

Why hire us

Our staff members are among the mos highly-trained professionals in this field. Capistrano's employees excel in their ability to become familiar and proficient with our clients systems, internal controls and procedures in a very short time and no interruptions to our client's environment.

Our staff has the ability to ask the same question of 100 people and we will, in many cases, hear different answers. However, we always check our information to assure we recognize the correct answer when we hear them.

Our staff is trained for a period of six-month to a year before allowing them on their own. Our staff has been trained to effectively customize information on an individual basis. Our auditors have been trained to disseminate information according to each individual's requirements, thus achieving maximum results for each job.

Our staff will understand how our clients do businesses and make causal analysis and recommendations according to the specific findings for each client. We do not use the "cookie cutter approach" like most big corporations that can no longer afford to design their approach for each client. In today's world, with resource availability and capability limited by budgets, forecast and profitability goals, it is nice to hire a consultant that generates income rather than expenses. We are paid only after you receive the money recovered.

How We Work

After the sale has occurred and the contract is signed, we start the pre-engagement planning. We perform a preliminary review of marketing programs and develop a general sense of all incentive programs and their administration. During the pre-engagement planning, we obtain and review data from clients. We run our internal software programs and produce the initial exception reports. We obtain a few examples of hard copy documents and compare to file to ensure accuracy of data. We make our travel arrangements and perform preliminary estimates to complete fieldwork.

The first day in the field, we perform the initial conference. In the initial conference, our staff meets with key staff to determine scope and discusses any limitations of the job. This assists us in avoiding problems in the future. Our staff will gain a general understanding of operating policies and procedures, make arrangements for records and systems access, obtain badges/security clearance and finally make logistical arrangements.

During the transactional and process review, our staff validates 100 percent of all hard-copy documents to our databases and enters all additional data necessary to complete the job. In addition to our programs, we perform a complete a manual review and analyze data to identify any issues unique to each client. During the transactional review, our staff will identify the reasons why these transactions occurred and how these issued can be corrected. We will compare all hard document and database to incentive programs and pricing agreement and ensure accuracy. We will identify if these issues are systems errors, procedural errors, human errors or simply the 'nature of the animal'.

After fieldwork and final review is made by management, the wrap-up conference is presented to our client's staff. During the meeting, we consult with clients, presenting the draft audit report, reviewing all findings, discussing date for bill-backs, addressing any pending issues, and obtaining feedback from the clients' staff for future audits.

 

Technology Services and Products

Our technology is unmatched in the industry.

Converting millions of records into manageable information with superb execution is part of our systems accomplishment. We use technology to achieve remarkable results in audit productivity. We have made a substantial commitment to utilizing the latest technology managed by top information systems professionals.

 

Industry Standards

Distributor / Supplier EDI Processing

We Capistrano Group have the expertise to understand the" full picture" of daily business processes for every business. We can help to improve the picture for the industry as a whole and our clients.