Bookkeeping and Fractional CFO Services for Business Owners
Wisconsin-based CPA serving owner-operated businesses nationwide. Clean books, clear numbers, and a CPA who actually picks up the phone.
If your books feel like a black box, you're not alone.
Most owner-operated businesses outgrow their bookkeeping before they realize it. The numbers come in late, don't tie out, or don't tell you anything useful about the business you're actually running. By the time tax season rolls around, you're scrambling — and the strategic decisions you should have made six months ago never got made.
You don't need a bigger accounting department. You need a CPA who treats your business like it matters.
Two ways to work together.
Monthly Bookkeeping
Accurate books, monthly close, and financial statements you can actually read. Built for owner-operated businesses tired of cleanup work every spring
What's included:
Monthly transaction categorization and reconciliation
Bank, credit card, and loan account reconciliations
Accounts receivable and accounts payable tracking
Monthly financial statements (P&L, balance sheet, cash flow)
Year-end books prepared and ready for tax filing
Direct access to a licensed CPA — not a bookkeeping pool
From $400/month Final pricing depends on transaction volume and account complexity.
Fractional CFO
Strategic financial leadership without a full-time hire. For owners who've outgrown gut-feel decisions but aren't ready to hire a $200K CFO.
What's included:
13-week rolling cash flow forecasting
Monthly KPI dashboards built around your business
Budgeting and budget vs. actual analysis
Pricing analysis and margin reviews
Banking, lender, and investor reporting
Strategic guidance on hiring, expansion, and major financial decisions
Available standalone or paired with monthly bookkeeping
From $1,500/month Pricing scales with depth of involvement — from monthly check-ins to weekly working sessions.
Why Margin Method CPA?
A real CPA, not a bookkeeping service Most monthly accounting providers aren't licensed CPAs. I am. Wisconsin license #3878.
Controller-level experience Over ten years as a Controller across manufacturing, construction, food service, and e-commerce. I've sat in your seat. I know what the numbers need to do for an owner.
Solo-led, not outsourced. Your work is done by me, not handed off offshore. Fewer clients, more attention, real accountability.
Who I work with.
Margin Method CPA is built for owner-operated businesses past the startup stage — typically $500K to $5M in revenue, a handful of employees, and a real need for financial clarity. Whether you're tired of doing the books yourself, frustrated with your current bookkeeper, or ready to bring on strategic financial leadership, the conversation starts the same way: a free 30-minute call.
About Ben & Margin Method CPA
Licensed Wisconsin CPA since 2015 | WICPA/AICPA Member
Serving business owners in all 50 states
IRS EFIN #392315 (Nationwide Tax Preparation)
Ben Beyersdorf, CPA
I spent over ten years as a Controller before launching Margin Method CPA — running the books, building the forecasts, and sitting through the late-night conversations about whether the business was actually going to make it. That experience shapes how I work with clients today.
Most small businesses don't need more accounting jargon. They need someone who can translate the numbers into decisions, tell them when something looks off, and pick up the phone when it matters.
I'm a Christian, and that shapes how I run my practice — with honesty, care, and a long-term view of the people I serve. It's not a filter for who I work with.
Based in Wisconsin. Serving clients nationwide.
Tax preparation available for clients.
Individual and business tax returns are offered as an add-on for monthly clients and on a select basis for new clients during tax season.
Ready to get clarity on your numbers?
Book a free 30-minute consultation. We'll talk about where your business is, what's getting in the way, and whether we're a fit.