Margin Accounting & Advisory
Margin runs the books for restaurant groups, dealerships, and logistics operators, then reads what those books are telling you and acts on it. One firm, two practices, working from the same file.
One firm, two practices.
Accounting keeps the record straight. Advisory decides what to do about it. Separate disciplines, run by separate people, worth far more together than apart.
The Accounting Practice
The record. Where every engagement begins.
- Bookkeeping
- Payroll
- Tax
The Advisory Practice
The read. What the record is actually telling you.
- Cash Flow
- Pricing & Unit Economics
- Performance Reporting
- Fractional CFO
From the books to the fix.
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Listen
Where every engagement begins.
We start by learning how your business actually runs: where revenue comes from, where the costs sit, and what keeps you up at night. Then we get your books current and closing cleanly every month.
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Diagnose
Accounting finds the problem.
Every monthly close is also a read. When labor drifts, a margin slips, or one location lags the others, the books show it, and we bring it to you with the numbers behind it.
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Act
Advisory sells the fix.
From there, advisory takes it on: pricing, scheduling, cash flow, whatever the number is pointing at. We recommend the fix, help you put it in place, and keep reading the books to see that it worked.
The numbers pitch themselves.
Built for owners who want an answer, not a filing.
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Year-round, not once a year
You hear from us every month with numbers and a read on them, not one email in April.
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Two practices, one relationship
The people keeping your books and the people advising on them work from the same file. Nothing gets re-explained.
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Depth where it counts
We go deepest in restaurant groups, dealerships, and logistics, where prime cost, floor plan, and cost per mile decide the year. We work outside those three as well.
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You talk to a principal
Small by design. The person reviewing your numbers is the person who answers the phone.