Wylie Performance Partners
WYLIE
PERFORMANCE PARTNERS
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Capabilities ▾
Cost RecoveryIndirect spend across ~50 categories, tested against the market Revenue ConversionWhere the pipeline leaks before it closes Technology & OperationsWhat you own, what you use, what you pay for anyway
Industries ▾
Nonprofit▸
Hospitals & health systems Human services Senior living & post-acute Community health & outpatient Behavioral health Community & economic development
Manufacturing Healthcare Education Retail & wholesale
Size Your SpendPartnersInsightsAboutStart a Conversation
PARTNERS · CPAS, FRACTIONAL CFOS & ADVISORS
Your clients ask you where the money goes.
This is one answer you can hand them.
You already see the financial statements. You already know which clients are under pressure. What you may not have is a practical way to examine indirect spend without building a new service line or asking the client to fund another consulting exercise. We work alongside advisors to identify and validate operating-cost opportunities while keeping the existing advisor relationship exactly where it belongs: at the center.
Why advisors introduce us
It does not compete with what you do
We work indirect operating spend — waste, telecom, insurance brokerage, facilities, freight and merchant processing. We are not an accounting, audit, tax or outsourced-CFO practice.
The client can explore it without committing
The first conversation has no fee and no obligation. If the evidence does not support a worthwhile opportunity, we say so.
The conversation starts with evidence
Before asking for their time, we prepare an analysis of reported spend against organizations of similar size and type.
The operating impact is documented
Any recovered value is measured against an agreed baseline and validated against actual invoices, so you can see and evaluate the operating impact.

The practical effect is that you can bring a client a concrete operating-value option without adding a service line, building a procurement capability, or taking on implementation work yourself.

How an introduction works
Four steps, and you control how much of your name is attached at each one.
01
You mention it
A sentence in a conversation you were already having, or a simple email introduction. Nothing formal.
02
We prepare the analysis
We do the homework before the first meeting, so the conversation begins with the client's numbers and operating context.
03
We meet for 45 minutes
No fee and no obligation. You are welcome to join, and many advisors prefer to stay involved.
04
You stay informed
If the client proceeds, we keep the process transparent. If the work stops, you know that too.
Professional obligations come first
CPAs and other advisors may be subject to independence, ethics, disclosure or firm-policy requirements that affect whether referral compensation is appropriate. We do not interpret those requirements for you, and we do not require compensation to make an introduction.
Where compensation is not appropriate
The introduction can be made with no referral fee. The client relationship comes first, and we are comfortable working that way.
Where compensation is permitted
A written referral arrangement may be available where permitted, subject to your professional obligations and firm policies. Any applicable arrangement is documented and disclosed as required.
THE INTRODUCTION, DRAWN
You stay at the centre throughout.
You mention ita sentence, an email We preparebefore the first meeting 45 minutesyou are welcome to join You stay informedwhether it proceeds or stops THE CLIENT RELATIONSHIP STAYS YOURS AT EVERY STEP
Who this tends to suit
CPA firms with a nonprofit or middle-market practice
You see the expense base every year and know which clients are being asked to create room in the budget without weakening the mission or the operation.
Fractional and outsourced CFOs
You are expected to find operating leverage, but rarely have the time or category specialists to work indirect spend in depth.
Associations and membership organizations
Your members face many of the same supplier markets individually. This gives you a practical capability to point them toward.
Consultants and interim executives
Indirect spend often sits next to the problem you were hired to solve, even when it is outside the scope of your engagement.
CONTINUE
What your client would be getting
The categories, the stages and the fee model.
Read →
Sector analysis
What we can show a client before the first meeting.
Read →
The published research
Free, sourced, and useful to your clients whether or not they engage.
Read →
Start with a conversation about how you work.
Not a partner agreement. We would rather understand your practice, the clients you serve and what would make an introduction comfortable — then tell you whether the fit is real.
Start a conversationSee how cost recovery works
© 2026 Wylie Performance PartnersOutcomes, not activity.