Accounting finds the problem. Advisory sells the fix.
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 record. Where every engagement begins.
Payroll
Tax
The read. What the record is actually telling you.
Cash Flow
Pricing & Unit Economics
Performance Reporting
Fractional CFO
Built for owners who want an answer, not a filing.
Year-round, not once a year
You hear from us every month with numbers and a read on them — not one email in April.
Two practices, one relationship
The people keeping your books and the people advising on them work from the same file. Nothing gets re-explained.
Depth over breadth
We serve a narrow set of industries on purpose. It means faster onboarding and sharper questions.
You talk to a principal
Small by design. The person reviewing your numbers is the person who answers the phone.