Payments · AI workflows · Data & planning

Keep more of what your business loses earns.

CCG finds the card-processing fees you didn't know you were paying, builds AI workflows that give you hours back, and turns your numbers into a plan. Fixed scope, fixed price, delivered remotely anywhere in the US.

15+ years in fintech & data Small-business lending & fintech product leader 48-hour audit turnaround
Illustrative example, not a client's statement.
Free tool

See where your business stands in 4 minutes.

The CCG Business Check-Up asks questions built for restaurants, retail, or service businesses, then grades you in five areas.

  • A letter grade for payments, profit, customers, time, and planning
  • An estimate of what you may be overpaying on card fees
  • The one fix worth doing first
Start my free Business Check-Up
Sample results, not a real business.
Services

Three practices. Every offer priced up front.

Start with an entry offer, buy it without a sales call, and expand only if it pays for itself.

Practice 1

Payments & Processing

Most small businesses overpay on card processing through padded markups, tiered pricing, and junk fees hidden in a confusing statement.

Best for restaurants, retail, salons, medical and dental offices, and service businesses processing $20K+ a month.

  • Processing Fee Audit Entry offer

    A line-by-line review of 3 months of statements: your true effective rate against a fair benchmark, every junk fee named with its annual cost, and a word-for-word script to get them cut.

    48 hours · Find $1,000+/yr in savings or you don't pay
    $395flat
  • Negotiation & Switch Support

    Everything in the audit, plus I build the case, review your processor's counteroffer, and if they won't move, compare 2 to 3 alternative processors and plan the switch.

    2 weeks
    $795flat
  • Statement Watch

    A monthly check for fee creep, rate changes, and new charges, with a one-page quarterly summary. Cancel anytime.

    Monthly
    $99per month
Sample deliverable
Processing Fee Audit report
Illustrative example, not a client's report.
Non-qualified surcharges$4,675/yr
Statement & "service" fees$869/yr
PCI non-compliance fee$599/yr
Savings available$6,144/yr
Your script, ready to read

"I've reviewed my last three statements. I'm being billed a PCI non-compliance fee, but my compliance questionnaire was completed in March. Please remove the fee, refund the last three months, and move my account from tiered to interchange-plus pricing."

Practice 2

AI Workflows

Skip the theory. Ship one working automation, built in the tools you already use, that saves hours every week.

Best for owner-led teams of 2 to 50 buried in admin: agencies, professional services, real estate, home services, e-commerce.

  • AI Readiness Session Entry offer

    A 90-minute walkthrough of how your business runs, then a written plan ranking your top 5 AI opportunities by hours saved and effort, with the tools for each.

    Plan within 24 hours · Fee credited toward a Sprint booked within 30 days
    $295flat
  • 48-Hour AI Workflow Sprint

    One workflow designed, built, and tested: lead intake and follow-up, quote drafting, inbox triage, or weekly reporting. Includes a recorded how-to and 14 days of fixes.

    48 hours from kickoff
    $1,500flat
  • AI Ops Retainer

    One new or improved workflow every month, monitoring and fixes for what's built, and a monthly 30-minute check-in.

    3-month minimum
    $750per month
Sample deliverable
Lead follow-up workflow, before and after a Sprint
Illustrative example.
Before
Web form or call comes in
Copy details into CRM5 min · by hand
Write a reply10 min · often next day
Remember to follow upoften forgotten
~6 hrs/wkfor 25 leads
After
Web form or call comes in
Logged in CRMinstant · automatic
Personal reply drafted and sentunder 2 min
Follow-ups on day 2 and day 5automatic
~30 min/wkreviewing replies
Practice 3

Data & Planning

Year-end is when owners, lenders, and boards want clear numbers. Turn messy books and spreadsheets into a story and a plan.

Best for businesses with $500K to $20M in revenue, especially those raising money, applying for credit, or hiring in 2027.

  • 2026 Year-in-Review Report

    Revenue, margin, customer, and expense trends for the year, what drove them, and a 10-page report with a slide summary for partners, lenders, or investors.

    5 business days
    $1,250flat
  • 2027 Budget & Plan

    A month-by-month budget with base, upside, and downside scenarios, a hiring and cash-flow view, and 5 KPIs to run the business on.

    7 business days
    $2,000flat
  • KPI Dashboard Build

    A live dashboard connected to your accounting, sales, or payment data, tracking the metrics that matter, plus training for your team.

    10 business days
    $2,500flat
  • Fractional Data Lead

    Up to 20 hours a month of senior analytics leadership: reporting, pricing analysis, forecasting, and board or lender prep.

    3-month minimum
    $2,500per month
Sample deliverable
KPI dashboard, through October 2026
Illustrative example with sample data.
Revenue YTD$903K99% of plan
Gross margin41.2%−1.8 pts vs 2025
Cash on hand3.4 moTarget 4 mo
Repeat customers58%+4 pts
Actual revenuePlan
How it works

From first message to deliverable in days.

No discovery marathons. Each offer lists exactly what I need and when you get it.

Book

Pick an offer below or request a free 20-minute fit call for larger projects.

Send

Share the listed inputs through a secure upload link: statements, exports, or a list of the tasks eating your week.

Receive

Get the deliverable on the stated turnaround, plus a 30-minute walkthrough call to put it to work.

Bundles

The offers clients buy together.

Year-End Bundle

  • Processing Fee Audit
  • 2026 Year-in-Review Report
  • 2027 Budget & Plan
$3,645$2,995Save $650

Available through January 31, 2027.

Quick-Win Bundle

  • Processing Fee Audit
  • AI Readiness Session
  • 48-Hour AI Workflow Sprint
$2,190$1,795Save $395

Cut a cost and save hours in the same month.

About

Led by someone who has worked both sides of small-business finance.

David DeVose, founder of CCG Consulting
David DeVoseFounder, CCG Consulting

CCG is led by David DeVose. At a small-business financing company, he ran product for treasury and CRM, building the partner and sales systems behind the business's growth. He went on to lead data strategy and insights at data and fintech organizations, building analytics for banks and the merchants they serve. CCG brings that experience to businesses that don't have a finance, data, or payments expert on staff.

  • Small-business financeSenior Product Manager, Treasury & CRM, 2018–2021
  • ResultsLaunched a partner API used by 1,000+ partners that generated $2M in first-year sales, and a call-center integration that added $2.3M in annual sales
  • Data & fintechHead of Data Strategy & Insights, building data products for financial institutions and merchants
  • Experience15+ years in financial services, fintech, and data products
  • Public sectorExecutive, New York City government
  • EntityCCG, a New Jersey-registered business since 2021
No credentials, everCCG never asks for bank passwords or processor logins. Statements and read-only exports are all it takes.
Your data stays yoursFiles are stored encrypted, used only for your project, and deleted 30 days after delivery. NDA on request.
Fixed scope, fixed priceUnder $1,500 is paid at booking. Larger projects are 50% at kickoff and 50% on delivery.
From a client
“We worked with CCG in 2024 to help us standardize our business process and keep track of our deals and customer base. David and his team worked to give us a system and process we could use daily and gave us the confidence to go after larger clients.”
AnnLarge-scale construction contractor
Get started

Tell me what you need. I'll reply within one business day.

Send a message and I'll reply within one business day. For a fee audit, mention your card processor and I'll send a secure link for your statements.

  • Call or text
    929-547-4760
  • Emailsupport@ccgsolves.com
  • Office540 Broad St, Newark, NJ 07102
  • Hours9:00 am to 5:00 pm ET