Faithful Stewardship.

Strategic Growth.

Wisconsin CPA serving entrepreneurs nationwide with bookkeeping, tax preparation, and fractional CFO services.

Excellence in service. Integrity in counsel. Serving nationwide.

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Services Offered

Margin Method CPA partners with Christian business owners who want their finances handled with excellence, integrity, and stewardship.

As a licensed Wisconsin CPA (License #3878) serving all 50 states, I specialize in:

  • Manufacturing & Commercial Construction

  • Food Service & E-Commerce

  • Service businesses

Whether you need clean books, strategic insight, or a true financial partner, I have a tier built for where you are today—with the ability to scale as you grow.

Tax Prep & Planning

For business owners who want strategic tax guidance with integrity

FEDERAL & STATE TAX RETURNS

We prepare accurate returns with strategic insights:

Individual Returns | $600 base

  • Form 1040 with Wisconsin state return included

  • Additional items: Dependents $50 | States $150 | Rentals $150

Business Returns | $1,200 base

  • Form 1120-S or 1065 with Wisconsin state return included

  • Includes up to 2 K-1 schedules

  • Additional items: K-1s $50 each | States $250 | Schedule C $600

STRATEGIC TAX PLANNING

  • Proactive quarterly planning to minimize your tax burden:

  • Year-end projections and estimated payment guidance

  • Entity structure and timing optimization

  • Quarterly 30-minute planning sessions

  • Available as add-on or standalone service

Investment:

50% retainer at engagement | Balance due on delivery

20% discount for bookkeeping clients

Documents due: March 1 (individual) | March 15 (business)

Monthly Financial Services

For business owners who want clarity and confidence in their finances

Choose the tier that fits where your business is today:

BOOKKEEPING | Starting at $500/month

  • Accurate bookkeeping with proper expense classification

  • Monthly financial statements (P&L and Balance Sheet)

  • Standard monthly close process

  • Email support (48-hour response)

Perfect for: Businesses that need clean, accurate books

FRACTIONAL CONTROLLER | Starting at $900/month

  • Everything in Bookkeeper, PLUS:

  • Job costing analysis to identify profitable services

  • Budget vs. actual variance analysis

  • Monthly management insights report

  • Quarterly 30-minute review calls

  • Priority support (24-hour response)

Perfect for: Growing businesses that need strategic insights

Investment:

Pricing varies based on transaction volume and complexity.

All tiers work with Xero or QuickBooks Online.

20% discount on tax preparation for bookkeeping clients.

Fractional CFO Services

For business owners who want strategic partnership and growth

EXECUTIVE-LEVEL FINANCIAL LEADERSHIP

You get a CFO who provides:

Strategic Planning & Guidance

  • Monthly 60-minute strategic planning sessions

  • 13-week rolling cash flow forecasting

  • Custom KPI tracking and analysis

  • Growth, exit, and capital structure decisions

Proactive Financial Management

  • Weekly dashboard updates

  • Budget vs. actual variance analysis

  • Operations consulting from 10+ years experience

Responsive Partnership

  • Priority access for urgent decisions

  • Monthly management insights report

  • Ongoing support between scheduled meetings

Investment: Starting at $2,000/month

Customized based on business complexity and strategic needs Includes all deliverables listed above

Perfect for: Businesses needing CFO-level expertise without $150K+ salary commitment

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About Ben & Margin Method CPA

A smiling man with a beard and slicked-back hair, wearing a dark blazer and white shirt, sitting and looking at the camera, in black and white.

Ben Beyersdorf, CPA

Licensed Wisconsin CPA since 2015 | WICPA Member

Serving business owners in all 50 states

IRS EFIN #392315 (Nationwide Tax Preparation)

Professional Background

I believe business is ministry.

After 9 years as a Controller managing multi-state operations, I've seen two types of business owners: those who chase profit at any cost, and those who build profit through principle.

The second group sleeps better. Keeps employees longer. Makes decisions they're proud of. And builds businesses that last..

Margin Method exists to serve entrepreneurs who:

✓ Lead with integrity

✓ Steward resources wisely

✓ View business as a platform for impact

✓ Want a CPA who shares their values

I'm not a traditional CPA firm because traditional firms don't understand that your mission matters as much as your margins.

My Mission:

Help Christian business owners build financially healthy companies that honor God, serve their communities, and create lasting impact through faithful stewardship and strategic guidance.

My Commitment to you:

  • Excellence in service – Technical competence you can trust

  • Integrity in counsel – No aggressive schemes, just smart strategy

  • Confidentiality you can trust – Your business, your family, your faith

  • Partnership that aligns with your values – We walk together

"Whatever you do, work heartily, as for the Lord and not for men."

— Colossians 3:23

Ready to Partner with a CPA Who Shares Your Values?

Let's discuss how we can support your business with faithful stewardship and strategic financial guidance.

  • Streamline financial processes and reporting

  • Optimize resource allocation and decision-making

  • Focus leadership time on strategic growth initiatives

  • Implement scalable systems that support expansion

Schedule Your Free Assessment