Controller & financial leadership
Month-end close, bank and balance-sheet reconciliations, multi-entity reporting, controls and accounting-team review.
Explore Controller support →ServicesReliable financial information.
Reliable financial information.
The right level of support.
Engage Margin Max for ongoing Controller support, an accounting cleanup, construction job-cost reporting or a defined CRM/workflow project. Most services are quoted after a brief discussion of your records and needs. The workflow audit has a fixed $490 scope.
Construction accounting & job costing
Track labor, materials and subcontractors against the job budget; reconcile work-in-progress and backlog reporting to the books.
See construction services →Cash visibility & KPI reporting
Build a cash forecast or management report with clear data sources, defined KPIs and an update process your team can follow.
Explore cash & reporting →CRM & workflow implementation
Set up the agreed CRM stages, fields, responsibilities and handoff rules so jobs and follow-up do not depend on memory.
Explore workflow implementation →Fractional operational leadership
Fractional General Manager or operations leadership for a transition, a vacant role or an owner who needs help managing the work.
Explore operating leadership →CRM & workflow audit
One legal entity, one workflow and five dedicated project hours to identify the breakdowns and deliver a practical plan.
See the $490 audit →Additional services
Support for the next business step.
Business plans & funding readiness
Turn your business story, financial assumptions and supporting records into a coherent plan for lender conversations.
Explore funding readiness →Wichita notary services
In-person appointments with a Kansas commissioned notary. Online notarization is unavailable.
Fees & appointment details →I am not an attorney licensed to practice law in this state. I am not allowed to draft legal records, give advice on legal matters, including immigration, or charge a fee for those activities.
How an engagement startsChoose the work.
Choose the work.
Agree the finish line.
You can request the $490 audit directly or ask for an implementation quote. A call and the diagnostic are optional.
- 01 / INQUIRE
A short brief.
Describe the problem, your current tools and your target timeline. No uploads or account access are needed for the first inquiry.
- 02 / AGREE
A defined engagement.
Your proposal defines the work, delivery responsibilities, required inputs, fee, timing and review criteria.
- 03 / DELIVER
A usable handoff.
Review the agreed output and next steps. Implementation, expanded discovery and ongoing support have their own scope.
Margin Max / How we workThe right resources.
The right resources.
Clear accountability.
Margin Max scopes each engagement around the business need, required expertise and delivery resources. The proposal identifies who leads the work, who contributes and how decisions are made.
Clear responsibility from the start.
Responsibilities, specialist involvement and delivery arrangements are agreed during scoping. You have a clear point of accountability and an agreed path from the initial brief to the completed work.
Talk with us about your project →Your next stepTell us what
Tell us what
needs to work better.
Send a short brief, request the $490 audit or book a 30-minute conversation. Scope and fee are confirmed before an engagement is accepted.
Prefer a self-assessment first? The diagnostic is optional →