Credit Card Strategy Audit

Let's build your optimized credit card rewards strategy.

Most businesses spending $25K+/month leave $10,000+ a year on the table.

How I can help

Maximize travel rewards

Turn business spend into business-class flights and luxury hotel stays.

Earn cash back

A simple, high-earning setup if cash is king.

Avoid vendor processing fees

Earn 1% back & avoid fees with vendors you're used to paying via ACH.

Get net 60 terms on a credit card

Stretch your cash flow when things get tight.

Lower processing fees

Work with my trusted partner to lower processing fees & keep more of your hard earned revenue.

Marcus Delvecchio, Croxall Construction

Client Testimonial

"Just booked our business class flights to Rome for our 10-year anniversary next May!

180k miles + $577.40 in taxes all in.

These retail for $3,892.20 each.

$7,784.40 in flights purchased for the equivalent of $2,377.40 of points + cash.

That's $5,407 in savings.

We've now crossed the $50k mark in what we've saved/earned since working with Joseph. Absolutely wild value and I loved using your points research service.

Crazy value."

Marcus Delvecchio
Croxall Construction

What you get

  • 60-minute audit call where I diagnose your problems and present a clear solution
  • Detailed written credit card strategy/plan within 24 hours
  • 5–10 rewards redemption ideas (if points & miles are your focus)
  • 30 days of text and email support
  • Optional 30-minute follow-up call
  • Introductions to bank relationship managers and trusted partners for advanced support

How it works

  1. 1

    Confirm your spend

    Confirm your business spends $25K+/month on credit cards.

  2. 2

    Discovery call or book directly

    Book a free 15-minute discovery call, or skip it and book & pay for the audit directly.

  3. 3

    Discovery call

    We talk through your situation, confirm you're a fit, and get the audit booked.

  4. 4

    Audit

    A 60-minute deep look at your cards, spend and goals. We whiteboard a strategy that earns you more/better rewards.

  5. 5

    Plan and support

    Your written credit card strategy within 24 hours, then 30 days of text and email support as you implement.

Start with a discovery call →

Stop leaving money on the table.

$797 · For businesses spending $25K+/month

Get my newsletter.

2x weekly. Only the best content, deals, & ideas.