Let’s Grow Together.

Our Services

Your dedicated finance team to help you grow your business.

Bookkeeping Services

Don’t waste your time and money. Let our experts take care of your bookkeeping while you focus on growing your business.

Fractional Controller Services

Time to elevate your accounting and financial reporting? Our experienced Controllers can help you manage your cash flow and level-up your financial reporting.

Fractional CFO Services

Don’t leave your financial strategy to chance. Accelerate your growth with ongoing guidance from an experienced CFO – for a fraction of the cost.

Our Expertise

Finance is our expertise. Small business is our passion.

We are intimately familiar with startups and small businesses – we know both the problems and the opportunities they face on a daily basis. And more importantly, we know how to leverage finance to help with those problems and capitalize on the opportunities.

Experienced

Our team is comprised of CPAs, former Big 4 accountants, and finance professionals with extensive experience helping high growth startups and small businesses grow and scale.

Top-Rated

We care deeply about both the quality of our work and the impact it has on our customers’ businesses. Which is why they in turn rate us above our competitors and continually refer us to their colleagues and peers.

Industry Experts

Not only are we experts in accounting and finance, but we are startup and small business nerds. We know this space intimately, and we know how to leverage finance to transform your business.

The Proof

What our clients say

"I'm the CEO of a nationwide home services business--a business where the accounting isn't all that straightforward and where timely payments are critical. Simply put: our decision to hire Matt, Sophie, Jen and the Margin team is the best personnel decision we've made this year. They are able to toggle between high-level strategy and in-the-weeds tactics, and most importantly they execute very quickly and with little supervision. The biggest challenge with outsourcing anything is that consultants don't have the same sense of urgency as those who work inside the business, and with Margin that's never been the case. They behave like the core part of the team that they are."

"I have been working with Matt at Margin CFO for about 2 years now. After a decade in VC and working with 5+ various bookkeepers over the time, I can honestly say that Matt is the best! He is good, fast, and fair with pricing. Our team likes working with him so much that we have introduced him to at least three of our portfolio company founders who need a new bookkeeper! Highly recommend."

"Matt and the Margin team have been an absolute game changer. I understand our business in a way I never had before, and they go above and beyond with everything to help in any way they can. I couldn’t recommend a better team. Thanks Matt!"

"Our pool service business, Flow, engaged the Margin team in 2022 to look after our bookkeeping. They have done an incredible job. In addition to them always having our books well organized, Margin prepares a custom financials report each month that is clear to understand for the layman like me. This helps us make more informed decisions about the direction of our business. Prompt, kind, and competent - can’t recommend and thank them enough for their work."

“Our nonprofit, Regarding Cancer, recently hired Margin to handle our bookkeeping. I cannot express how professional, efficient and pleasant the company has been. I would highly recommend!”