How We Help
We find what's costing you time and money—then build the systems that fix it.
You know there's a better way. But every time you try to figure it out, something urgent pulls you back. When you're already working 60-hour weeks, who has time to research solutions?
That's where we come in.
Here's what we need you to know: You don't have to keep doing this alone. You're not supposed to sacrifice your health, your relationships, your life to keep your business running. That's not strength—that's survival mode. And you deserve better.
Our Two-Phase Process
We don't guess. First we diagnose, then we build. Most clients start with an assessment—it's the foundation for everything that follows.
Why Adoption matters: Most consultants hand over a report and vanish. We stay until your team actually uses the new systems—that's what makes the change stick.
One Team. Two Experts. Complete Coverage.
Most problems aren't just technical OR just operational—they're both. That's why we work together.
Sara Byers
Assessment & Strategy Lead
Sara finds where you're bleeding. Financial systems, operational bottlenecks, team capacity gaps—she sees the patterns you can't see from the inside.
M.A. Organizational Leadership • Change Management • QuickBooks Expert
Shane Waters
AI & Automation Lead
Shane builds the fix. n8n workflows, AI integrations, system automations—he turns Sara's assessment into working systems that run while you sleep.
15+ yrs implementation • n8n Expert • Monday.com Certified
You get both. Sara identifies what's broken. Shane builds what fixes it. One roadmap, one team, one relationship. No handoffs. No blame games.
The Margin Method Assessment
Find where you're bleeding
We typically spend 2-4 weeks in your operations finding what's broken. You get a clear roadmap showing exactly what to fix—and how much it'll save you.
$5,000
Typical savings identified: $25K-$200K/year
5-40X ROI on assessment alone
Implementation Packages
We build it. You get your life back.
After assessment, we build the systems that give you your time back. Fully deployed and adopted in weeks, not months. Packages from Quick Wins to Full Transformation.
$5,000 - $20,000
Typical annual savings: $25K-$300K
5X ROI guaranteed or we keep working free
Not sure where to start?
That's completely normal. A 30-minute discovery call will give you clarity on which path makes sense for your situation.
Book Free Discovery CallMost clients start with an assessment. Already know what you need? Skip to implementation packages.
What Changes For You
Our core specialty: AI-powered systems that eliminate busywork and give you your time back.
Stop Chasing Leads
Leads go where they need to go—automatically. No more balls dropped.
Stop Copy-Pasting
Your tools talk to each other. One entry, everywhere it needs to be.
Stop Building Reports
Dashboards land in your inbox every Monday. Zero manual work.
Stop Answering the Same Questions
AI handles the repetitive inquiries. You handle what matters.
Stop Losing Track of Projects
Status changes trigger real action. Nothing falls through the cracks.
Stop Working Weekends
Systems run while you rest. Your business doesn't need you 24/7.
We Do What AI Doesn't
AI is powerful—but it's not everything. Sometimes what you need is strategic thinking, process design, or someone who's been in your shoes. That's where our broader expertise comes in.
Operational Assessment
A holistic look at your entire operation—not just the tech. We identify bottlenecks, inefficiencies, and opportunities across all seven operational domains.
Change Management & Adoption
New systems fail when people don't use them. We help your team embrace change, not resist it—with training, communication, and hands-on support until it sticks.
Financial Systems & Reporting
QuickBooks cleanup, financial reporting workflows, budget tracking systems. We make sure you know your numbers—and that getting them doesn't take all week.
Project Management
From selecting the right tools to building the workflows that keep projects on track. We help you move from chaos to clarity—without overcomplicating things.
These services often emerge during our assessment process. If any of these challenges sound familiar, they're worth discussing in your discovery call.
"Margin has an incredible ability to cut through the noise and focus on what actually moves the business forward. A smart, curious team with a strong sense of how businesses can grow more intentionally."
Alyse Powers
VP of Events, Red Seat Ventures
Don't See Your Challenge Listed?
Every business is different. If you're dealing with something that doesn't fit neatly into a category—operational bottlenecks, technology decisions, process challenges—we're happy to talk it through. Sometimes the best solutions come from conversations that don't start with a fixed agenda.
Let's Have a ConversationReady to find what's costing you time?
30 minutes. Free. You'll walk away with clarity—whether we work together or not.