How Marginfy Works
A clear, transparent process — from first contact to measurable results.
Step 1
Discovery Call
A free 30-minute call to understand your business, your challenges and your goals. No obligation. Just an honest conversation about whether Marginfy can help.
30 minutesStep 2
Scoping & Proposal
Based on the discovery call, we prepare a clear proposal: scope of work, timeline, deliverables and fixed pricing. No hourly billing surprises.
2–3 business daysStep 3
Engagement & Delivery
We get to work — accessing your financial data, conducting analysis, building models and developing recommendations. You receive regular updates throughout.
2–6 weeks (project) / Ongoing (retainer)Step 4
Results & Ongoing Support
Findings are delivered with clear, actionable recommendations. For retainer clients, this is the start of an ongoing relationship — monthly reporting, quarterly strategy and continuous improvement.
OngoingReady to Find Your Profit Leaks?
Start with a Profitability Snapshot — a fixed-fee $495 CFO-level review of your financials. Delivered in under a week, with a 60-minute strategy session and written action summary included.
Fee fully credited toward a larger engagement commenced within 30 days.
Not ready for a paid engagement? The free health check is a 30-minute call — no commitment.