Parcel and freight expense optimization.
CG Moneta Consulting, through its ProfitTrust relationship, provides parcel and freight shipping audits designed to identify avoidable costs across carrier invoices, base discount compliance, surcharge accuracy, dimensional weight exposure, negotiated-rate compliance, duplicate charges, lost or damaged shipments, and refund recovery opportunities.
Shipping costs are often layered with recoverable errors and avoidable escalation.
Parcel and freight expenses often include base rate variance, fuel surcharge accuracy issues, residential delivery charges, remote area surcharges, address correction fees, additional handling fees, overweight or oversized shipment charges, dimensional adjustments, late shipment exposure, duplicate invoices, and negotiated-rate compliance gaps that are difficult to identify without shipment-level audit visibility.
Base discount compliance
Review carrier discounts, minimum charges, earned discount compliance, and negotiated-rate application across shipment activity.
Surcharge accuracy
Evaluate delivery area surcharges, extended delivery fees, fuel surcharge accuracy, residential delivery charges, Saturday delivery, and accessorial exposure.
Dimensional weight exposure
Assess dimensional weight calculations, oversized dimensional surcharges, rated weight accuracy, and package-profile issues that increase cost.
Invoice and duplicate charge review
Review duplicate invoices, duplicate charges on same or different invoices, automatic credits, refund verification, and billing discrepancies.
Shipment exception analysis
Analyze delivery exceptions, lost shipments, damaged shipment activity, redelivery exposure, collect shipments, and service-event tracking.
Carrier and routing strategy
Evaluate carrier mix, procurement variability, service levels, shipment consolidation, packaging strategy, routing practices, and operational shipping structures that may influence total shipping expense.
A structured audit of parcel and freight expense exposure.
The audit process reviews every shipment and carrier invoice to identify billing inaccuracies, refund opportunities, discount compliance issues, surcharge exposure, and operational shipping patterns that may increase cost.
Shipment and invoice analysis
Shipment activity, carrier invoices, service events, tracking records, pricing agreements, and audit data are analyzed to establish shipment-level visibility and invoice intelligence.
Rate and discount compliance
Base discounts, earned discounts, negotiated rates, minimum charges, and hundredweight compliance are reviewed for accuracy.
Surcharge and exception review
Fuel surcharge accuracy, dimensional adjustments, accessorial charges, delivery exceptions, and service-event activity are evaluated.
Refund and credit verification
Refunds, automatic credits, late shipment exposure, damaged shipment claims, lost shipments, and billing corrections are reviewed.
Optimization strategy
Savings opportunities may include carrier contract negotiation, packaging optimization, shipment consolidation, carrier diversification, route optimization, and freight classification review.
Implementation and recovery support
CGM supports savings implementation, refund recovery, billing correction review, and ongoing expense-reduction coordination.
Shipping expense environments often lack shipment-level visibility.
Parcel and freight expense can become fragmented across carriers, invoices, locations, service levels, and shipment events, making billing errors and cost escalation difficult to identify without continuous audit discipline.
Carrier surcharges, dimensional adjustments, residential delivery fees, remote area surcharges, address correction charges, overweight and oversized package fees, declared value charges, liftgate service, inside delivery, redelivery, storage, duplicate invoices, shipment exceptions, customs-related charges, and compliance gaps can create hidden leakage when invoice review is limited to summary-level reporting.
Shipping invoice environments frequently contain recoverable leakage.
Carrier invoices often include service failures, surcharge discrepancies, duplicate billing activity, dimensional inaccuracies, and refund exposure that remain unidentified without shipment-level audit analysis and continuous invoice review discipline.
Late-delivery refund exposure
Review shipment activity for service failures, guaranteed delivery exceptions, and carrier refund eligibility tied to late delivery commitments.
Duplicate invoice detection
Identify duplicate shipment charges, repeated billing events, duplicate invoice generation, and overlapping carrier billing activity.
Surcharge validation
Validate fuel surcharge calculations, delivery area surcharges, extended delivery fees, residential delivery charges, address correction fees, Saturday delivery, additional handling fees, oversized dimensional charges, declared value fees, liftgate service fees, inside delivery, redelivery, storage, customs clearance, documentation fees, duties, and taxes.
Claims and shipment recovery
Review lost shipments, damaged shipment events, incorrect carrier adjustments, and unresolved claim-related recovery opportunities.
Negotiated-rate compliance
Assess whether contracted pricing structures, earned discounts, and negotiated carrier terms are applied consistently across shipment activity.
Continuous invoice visibility
Provide ongoing shipment-level visibility into transportation billing activity, refund exposure, operational leakage, and recurring shipping-cost escalation.
Technology-enabled review across every shipment and carrier invoice.
The audit model uses secure technology-enabled invoice review to analyze shipment activity, carrier billing, refund eligibility, credit activity, and recurring shipping expense patterns with greater speed and consistency.
Invoice ingestion
Carrier invoices and shipment-level billing data are reviewed to identify overcharges, duplicate activity, refund eligibility, and billing discrepancies.
Credit verification
Automatic credits, refunds by check, refunds by credit, and refunds by credit card are verified to confirm recoveries are identified and applied.
Shipment-event tracking
Call tag event tracking, manifest voids, return service labels, collect shipments, pickup time accuracy, delivery exceptions, and service-event activity are reviewed.
Claims documentation
Lost shipments, damaged shipments, damage claim audit value, and documentation audits on lost or damaged claims are evaluated for recovery opportunities.
Compliance review
Minimum charge compliance, hundredweight charges, hundredweight compliance, earned discount compliance, third-party negotiated rate compliance, and negotiated rate compliance are assessed.
Exception monitoring
Fraudulent shipping activity, international import/export activity, late payment fees, oversized dimensional weight surcharges, rated weight accuracy, and recurring exceptions are reviewed.
Contingent on recovered savings.
The engagement is strictly contingent and structured around recovered value. Refunds obtained through the audit are handled through a 50/50 split, and forward-looking savings are tied to measurable shipping expense reduction.
There is no upfront fee. If refunds, credits, or measurable savings are not identified and recovered, there is no savings-based compensation to CGM. Existing carrier relationships and shipping providers remain in place throughout the review process.
Review parcel and freight expense with shipment-level visibility.
Schedule a confidential review of parcel and freight invoices, carrier agreements, surcharge exposure, refund opportunities, and shipping cost optimization strategies.
