You're Leaving Profit on the Table. We'll Show You Exactly Where.
AI-powered profitability analysis for businesses doing $1M–$30M in revenue. Fixed pricing. Concrete results.
$180K+
Average annual margin improvement identified per client
2–3 weeks
From data receipt to actionable Profitability Roadmap
85–90%
Of analytical work powered by AI — keeping costs low
Sound Familiar?
The $1M–$30M Profitability Dead Zone
Too large for your bookkeeper to provide strategic insight. Too small to justify a VP of Financial Operations. You're in the dead zone — and profit is leaking.
Revenue is growing but profit isn’t keeping up
You’re selling more than ever, but somehow there’s less left at the end of each month. Costs are creeping up and nobody can tell you exactly where.
You know there’s waste but can’t pinpoint where
You suspect you’re overpaying vendors, underpricing products, or running inefficiently — but without deep analysis, it’s just a hunch.
Your accountant does taxes, not strategy
Your bookkeeper keeps the books clean. Your CPA saves you on taxes. But nobody is proactively optimizing your operations from a financial lens.
Our Services
Two Ways We Help You Capture Hidden Profit
Profit Audit
A fixed-scope engagement that diagnoses exactly where profit is leaking. You receive a Profitability Roadmap — a branded report with dollar-quantified opportunities ranked by ease and impact.
- ✓Margin decomposition & cost structure analysis
- ✓Labor productivity & vendor procurement review
- ✓Industry benchmarking against peers
- ✓Prioritized opportunities with dollar estimates
- ✓45-minute strategy presentation call
Starting at
$5,000
Standard tier for $1M–$5M businesses
Monthly Monitoring
Ongoing monthly analysis against your Profit Audit baseline. You'll receive a Monthly Profit Scorecard tracking whether you're actually capturing the identified gains.
- ✓Monthly variance analysis & trend tracking
- ✓KPI dashboard with traffic-light scoring
- ✓Progress tracking on Roadmap recommendations
- ✓New anomaly and opportunity detection
- ✓Expert narrative and updated action items
Starting at
$1,500
per month · Standard tier
The Process
From Data to Dollars in 2–3 Weeks
Upload Your Data
Share your financial data through our secure portal — QuickBooks exports, P&L statements, vendor invoices. We’ll tell you exactly what we need.
AI-Powered Analysis
Our proprietary AI engine runs 7 analysis modules: margin decomposition, cost structure, labor productivity, vendor procurement, pricing, working capital, and anomaly detection.
Expert Review
Every finding is reviewed by a seasoned profitability analyst who adds strategic context, validates the data, and prioritizes recommendations for your specific situation.
Actionable Roadmap
You receive a Profitability Roadmap with dollar-quantified opportunities, ranked by impact and ease. Then we walk you through it on a strategy call.
Ready to Find Your Hidden Profit?
Book a free 30-minute discovery call. We'll discuss your business, what data we'd need, and whether a Profit Audit is the right fit.
Or email us at hello@marginlab.com