With our Professional Services, you can book time with a MarginEdge expert to tackle big-picture challenges, optimize your workflows and set you up for long-term success. Contact us now for access to restaurant experts who'll help you fix what’s messy, set up what’s missing and level up what’s working.
Professional Services Hub
See an overview of all services we offer!
QuickBooks Online Setup
With this service, you’ll get three expert-led sessions to get you up and running with MarginEdge + QuickBooks Online.
Price: $500 USD
Accounting Mappings
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!
Price: $250 USD
Accounting CleanUp
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.
Price: $500 USD
Reboot Package
Need a refresher on how to get the most out of MarginEdge? The Reboot Package gets you on track with dedicated, structured support.
Price: $500 USD
Recipe Setup
Recipes are a powerful unlock for profitability in our software, but manually keying them into MarginEdge can be tedious. With our Recipe Setup Service, our team of experts build your recipes for you, setting you up for success and saving you the time and hassle of data entry.
Price: $5 USD per recipe set up
Commissary Setup
We'll work with you to get your commissary up and running in MarginEdge.
Price: $750 USD
Theoretical Reporting Setup
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.
Price: $250-$1,250 USD
General Training
Want to brush up on inventory basics? Training a new GM? We’ll tailor a 45 min, 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
Price: $100 USD
Bespoke Consulting
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.
Price: Custom pricing
* Please note, we cannot provide tax advice or investment advice
**All of our professional service packages are subject to the following Rules of Engagement