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Utility Advisory Services

Commercial Utility Bill Auditing—Find the Errors Your Team Never Sees

Most commercial organizations have billing errors in their utility accounts right now. Utilities are complex. Rate schedules change. Taxes are misapplied. We find what your team doesn't have time to look for.

No Find, No Fee — You pay only when we recover money for you

What We Find in Commercial Utility Bills

Utility billing is more complex than most building owners realize. These are the six most common categories of errors we uncover on every audit.

Rate Misclassification

Your building is billed under the wrong rate schedule — often for years. Commercial, industrial, agricultural, and governmental tariffs carry significantly different structures. A single rate correction can mean tens of thousands in annual savings and years of retroactive refunds.

Demand Charge Errors

Peak demand is recorded at the wrong interval or traced to a single anomalous event that inflated your demand charge for months. We review interval data to determine whether demand readings are accurate and whether any demand ratchet clauses have been incorrectly applied.

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Tax Overcharges

Utility and sales taxes are routinely applied to uses that qualify for exemption — manufacturing processes, agricultural operations, nonprofit facilities, and certain government accounts. These exemptions are often never claimed because no one on your team knew to look.

Idle Meter Fees

Service charges, customer charges, and monthly minimums continue to accumulate on meters connected to vacant spaces, demolished structures, or consolidated accounts. We identify every meter on your account and verify each one is still necessary.

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Calculation Errors

Tiered rate structures, time-of-use pricing, fuel adjustment clauses, and power factor penalties all introduce opportunities for arithmetic errors in the utility's billing system. We verify the math on every line item using the current tariff schedules.

Duplicate Billing

The same meter or service point appears on multiple accounts. Common in portfolio properties and following utility system migrations, duplicate charges can go unnoticed for years when bills are paid by an accounts payable team without energy expertise.

How a Utility Bill Audit Works

A straightforward four-step process. You send us the bills. We do the rest.

1

Data Collection

Send 12–24 months of utility bills for all accounts. PDF copies or paper scans work. We can also help you request third-party data access directly from your utility.

2

Line-by-Line Review

Every charge, rate code, tariff reference, and tax line is verified against the current utility tariff schedules. We flag anything that doesn't match, including historical rate changes during the review period.

3

Findings Report

You receive a documented report of every identified error, including the math showing the overcharge, the applicable tariff language, and our estimated recovery amount for each finding.

4

Recovery

We prepare and file the refund claims directly with the utility on your behalf. We track each claim through resolution and confirm that credits or refund checks are correctly applied.

Building Types We Audit

Any commercial building receiving a utility bill from an investor-owned or public utility is a candidate. These are the property types we work with most often.

Office Buildings
Multifamily (50+ units)
Retail / Shopping Centers
Industrial / Manufacturing
Healthcare / Hospitals
K–12 / Universities
Municipal / Government
Hotels & Lodging

Not Sure If Your Building Qualifies?

Run our free pre-screening tool to get a fast read on your billing risk profile based on building type, utility spend, and occupancy. It takes about two minutes and costs nothing.

If the numbers suggest an audit is worthwhile, we'll reach out to walk you through next steps. If they don't, we'll tell you that too.

Run Free Pre-Screening

Audit Options & Fees

Straightforward pricing with no hidden fees. For contingency engagements, you owe nothing unless we recover money for you.

Quick Audit
$200–$350
Single building • one utility • 12-month review
Full 12-month billing review
Rate schedule verification
Tax and fee analysis
Written findings summary
Refund claim guidance
Get Started

Best for buildings with a single utility account or owners wanting a first-pass review.

Utility Tax Recovery
Contingency
No upfront cost • fee only on recovered amount
Tax exemption eligibility review
Historical overcharge analysis
Exemption certificate preparation
Full claim filing with utility
No fee if nothing is recovered
Learn More

Manufacturing, agricultural, nonprofit, and government accounts often qualify for significant exemptions.

Why a Professional Audit Matters

The opportunity cost of unchecked utility billing is not theoretical. These are findings drawn from real commercial audits.

~80%
of commercial buildings have never had their utility bills professionally reviewed—which means most billing errors are never identified or corrected.
2–4 yrs
Billing errors often run for years before discovery. Most utilities allow retroactive refund claims going back 2 to 4 years, making early detection significantly more valuable.
5–15%
Average finding as a percentage of annual utility spend. On a $200,000/year utility budget, that can represent $10,000–$30,000 in recoverable overcharges.

Utility Audit FAQ

Everything you need to know before getting started. Have a question that isn't here? Reach out directly.

Ask a Question
Most audits are completed within 2–3 weeks from the time we receive your billing data. Complex portfolios or accounts with multiple utility providers may take 4–6 weeks. We keep you updated throughout and deliver a clear findings report at the end.
We need 12–24 months of utility bills (PDF or paper copies), your utility account numbers, and basic building information such as square footage and occupancy type. Many utilities also allow third-party data access, which we can walk you through if needed.
Most utilities allow refund claims going back 2–4 years, depending on state regulations and the utility's own tariff rules. In some cases we have recovered credits extending further back. The specific lookback period depends on your utility and the type of error found.
For contingency-based engagements, there is no fee if we find nothing — you pay only when we recover money for you. For fixed-fee audits, you receive a documented review confirming your billing is accurate, which itself has value as a compliance and due-diligence record.
Yes. Once errors are identified, we prepare the refund claim documentation and work directly with the utility on your behalf. We track the claim through resolution and ensure credits or refund checks are correctly applied to your account.

Ready to Find Out What You've Been Overpaying?

Start with our free pre-screening tool to assess your risk profile, or contact us directly to schedule an audit. There is no obligation and no cost until we find something.