Business Services Spend Checklist

Use this checklist during routine financial reviews (Monthly, Quarterly, Pre-Budget)

Vendor Pricing & Contracts

Have contracts been reviewed for pricing changes, tariff impact, or service adjustments? Are recurring services billed at agreed-upon rates?

Service Delivery Verification

Are all billed services delivered as expected? Are any services duplicated across departments?

Invoice Accuracy

Are invoices checked for errors or duplicates? Are available discounts and credits applied consistently?

Operational Drift

Has staffing or process changes altered service usage? Are cost increases being tracked systematically?

Budget Health

Are small inefficiencies impacting overall budget flexibility? Could discretionary funds be preserved for staffing or strategic initiatives?