Business Services Spend Checklist

Use during routine financial reviews — monthly, quarterly, or pre-budget.

Have contracts been reviewed for pricing changes, tariff impact, or service adjustments?

Are recurring services billed at agreed-upon rates?

Are all billed services delivered as expected?

Are any services duplicated across departments?

Are invoices checked for errors or duplicates?

Are available discounts and credits applied consistently?

Has staffing or process changes altered service usage?

Are cost increases being tracked systematically?

Are small inefficiencies impacting overall budget flexibility?

Could discretionary funds be preserved for staffing or strategic initiatives?