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Margin is a team of CPAs, former Big 4 accountants, and finance professionals with extensive experience helping high growth startups and small businesses grow and scale.
Collectively, we’ve spent most of our careers working internally for high growth startups, building and leading world class accounting and finance functions to enable those startups to achieve exponential growth. During that time, we’ve helped companies go public, secure hundreds of millions in venture and private equity funding, acquire and integrate other businesses, and exponentially grow revenue and headcount.
At Margin, we’re taking everything we’ve learned – all of the best practices for high caliber accounting and finance functions – and we’re infusing it into our outsourced financial services.
Behind every successful business you’ll find a highly talented accounting and finance function. Most startups and small businesses are too small to afford that level of talent…
That’s where Margin comes in.
We’re here to provide you with that same level of talent – in the form of highly experienced bookkeepers, fractional controllers, and fractional CFOs – all at a fraction of the cost.
Why We’re Different
Margin is not your typical accounting firm.
What makes us different is our level of expertise in startup and small business accounting and the ‘why’ that motivates us.
Our Expertise
Margin is one of the only providers in this space owned and operated by a former Big 4 CPA and former finance/accounting executive for high growth startups. Our team is comprised of other former Big 4 CPAs and finance professionals with decades of experience serving startups and small businesses.
When you outsource a function as important as your company’s accounting and finance, it’s imperative you hire experienced professionals.
You need partners who have “been there, done that.”
The Margin team has deep expertise in not just accounting and finance, but we’re intimately familiar with startups and small businesses.
We know your pains, your potential pitfalls, and the opportunities ahead of you.
Because of our vast experience in this space, we’re able to build scalable finance solutions that transform your business and help you grow.
Our ‘Why’
We believe that startups and small businesses – everything from the revolutionary to the ‘boring’ main street business – are uniquely positioned to make the world better.
With your business, you have the opportunity to make a real difference in the lives of your loved ones, your employees and customers, and your community.
But you can’t do it alone.
To really do it well – to reach your full potential and have an outsized impact – you need a good accounting and finance partner to help guide you along the way.
That’s our why.
We exist to provide world-class fractional financial services to help you reach your full potential and maximize your impact on the world.
To us, you are more than just a customer.
You’re a hero on a journey to make the world better, and we have the distinct privilege to help guide you along the way.