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MarginEdge Professional Services gives you access to restaurant experts who'll help you fix what’s messy, set up what’s missing and level up what’s working.

FEATURED Theoreticals Setup

Setup work and training to get started on using theoretical reports to drive smarter decisions

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FEATURED Reboot Package

Refresher on MarginEdge workflows tailored to your finance or ops team

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FEATURED QuickBooks Online Setup

Three expert-led sessions to get you up and running with MarginEdge + QuickBooks Online

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Accounting Services

MarginEdge + QuickBooks integration

QuickBooks Online Setup

Price: $500 USD

With this service, you’ll get three expert-led sessions to get you up and running with MarginEdge + QuickBooks Online.

Our finance team will:

  • Advise on Chart of Accounts best practices
  • Configure a new Chart of Accounts for you
  • Import it into QuickBooks Online

Includes three 45-minute sessions

Accounting Mappings

Price: $250 USD

Need expert help completing your mappings in MarginEdge so you can start exporting to accounting? Our accounting experts will map your vendor, sales, expense categories and payment accounts so you can get up and running in no time!

Includes mapping your vendors, sales, expense categories, payment accounts

Accounting Mappings in MarginEdge
Accounting software cleanup

Accounting Software Clean Up (cloud-based)

Price: $500 USD

Dealing with a messy handover from a bookkeeper, or trying to get your accounting back on track? We can help with a one-time clean-up of your books.

Our package includes up to 5 hours of dedicated clean-up work, and if you need more time, we’ll create a custom plan and pricing to fit your needs.

Includes up to 5 hours of clean-up work

Reboot Package

Price: $500 USD

Need a refresher on how to get the most out of MarginEdge? The Reboot Package gets you on track with dedicated, structured support.

  • Customized sessions to meet your challenges
  • Led by experts with decades of restaurant experience
  • Actionable guidance with hands on training 
Includes 3 sessions focused on accounting or operations
Accounting system sync to MarginEdge
commissary-kitchen

Commissary Setup

Price: $500 USD

We'll work with you to get your commissary up and running in MarginEdge. This package includes:

  • Initial call to understand your commissary operations and accounting practices
  • Best practices for getting your commissary set up in MarginEdge
  • Advanced training call with our in-house experts
  • Final call when your commissary goes live to ensure everything's running smoothly

Includes 3 sessions and 50 recipes built for you.

Theoretical Setup Services

Price: $250-$1,250 USD

Ready to unlock the power of theoretical vs. actual usage? We offer guided or full-service options to get your product mix (PMIX) mapped so you can start using reports like Theoretical Usage to optimize profitability.

Includes guided or full-service setup with 3 expert-led sessions

Theoretical Usage reporting
General training

General Training Services

Price: $100 USD

Want to brush up on inventory basics? Training a new GM? We’ll tailor a 1:1 session to your goals so you leave with clear next steps (and fewer “wait… where is that again?” moments). 

  • Popular Operations training sessions include: Recipes, Inventory, Reporting, and Analytics)
  • Popular Accounting / Finance training sessions include: Exporting to accounting, Invoices, Bill Pay and Vendor Statement Reconciliation

Includes one 45-minute training session.

Bespoke Consulting Services

Price: Custom pricing

Have a project in mind but not sure which package fits? Let’s talk through your goals, scope, and timeline, and we’ll recommend the best path forward. Custom projects we can help with include:

  • Fractional F&B controller support (ongoing inventory maintenance + custom reporting)
  • Building inventory count sheets and other MarginEdge build-outs
  • Rolling out new initiatives (like theoretical usage reporting across locations)
  • Custom reporting and dashboards
Inventory

 * Please note, we cannot provide tax advice or investment advice
**All of our professional service packages are subject to the following Rules of Engagement