Primary Outcome
You'll leave with a clearer picture of how to use MarginEdge to its full potential: better data, better visibility, and the foundation to make decisions that actually move the needle on your bottom line.
What's included
- 3-6 structured sessions
- Dedicated expert guidance
- Customized recommendations based on your needs
- Action plan for improvement
Who is this for?
This is for operators who know they could be getting more out of MarginEdge. Maybe you never got fully up and running. Maybe you went through a staffing change and lost institutional knowledge. Or maybe things just drifted. This is your chance to reset and get the most out of what you are paying for.
Session Details
We offer three packages. General topics are described below, but ultimately, these sessions can be tailored to your greatest areas of need:
Operations Reboot | $500 USD | 3 sessions
Get hands-on with building and organizing recipes to highlight your
top menu items. Learn how inventory connects to your P&L, customize
count sheets, track waste, and confidently take and close inventory
from desktop or mobile.
Accounting & Finance Reboot | $500 USD | 3 sessions
Learn how to use the Dashboard, Budgets, Controllable P&L, Category
Report, Purchase Report, and Forecasting to monitor business performance and make data-driven decisions.
Full Reboot | $1,000 USD | 6 sessions
Combination of both Operations and Accounting & Finance Reboot
“ It's difficult to capture the enormity of what MarginEdge Professional Services did for our business. We no longer feel like we're working on an island. We have a partner who understands and is able to help. That has freed up so much brain space to focus on what matters. ”
Melanie Fletcher | Owner | Brehm's Return
Schedule a 15-minute consultation call before booking a session
Want to learn more before you book a session? Not quite sure which service is best for you? Looking for something custom? Schedule a quick call with an expert from our team who can walk you through exactly what to expect and help you find the best service for your needs.
Ready to book your session? Click here instead.
Some fine print
- We cannot provide tax advice or investment advice
- All services are non-refundable and non-transferable
- Payment is collected at time of booking
- 48-hour notice required to reschedule; missed sessions without notice may be forfeited
- Services must be completed within 90 days of booking
- All of our professional service packages are subject to these terms and Rules of Engagement

