Accounting & Advisory

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.

What We Do

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.

Accounting Practice

The record. Where every engagement begins.

01

Bookkeeping

02

Payroll

03

Tax

Advisory Practice

The read. What the record is actually telling you.

04

Cash Flow

05

Pricing & Unit Economics

06

Performance Reporting

07

Fractional CFO

View All Services →

Why Margin

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.

Let's find out what's sitting in your numbers.

Book a Consultation