Margin ArchitectureThe method inside your reporting.
The Margin method connects financial questions with sources, definitions, models and checks. We apply it to a focused Reporting Review or to building and maintaining monthly reporting, with depth matched to the agreed scope.
Activities selected for the agreed work
Understand and map
Define the pack, sources, entities and accountable owners.
Diagnose and reconcile
Examine definitions, totals and cost attribution. Record gaps and resolve those required by the scope.
Build and check
Model the metrics, document assumptions, and validate the first pack with your team.
Produce and maintain
Repeat the checks each month and maintain the logic as sources and the business change.
A review can end with findings and recommendations; build and recurring production apply only when agreed.
Inspect the reasoning.
Four invented companies. Synthetic data, visible calculations and explicit limits. These are educational material, not client success stories.
See how shared cost changes contract margins.
Open example ↗DistributionBring freight, handling, returns and rebates into customer reporting.
Open example ↗Multi-site healthcareDifferent allocations change the picture. They do not settle a closure decision.
Open example ↗Managed servicesReconcile the revenue and cost definitions behind competing reports.
Open example ↗From method to management pack.
See a worked monthly example: performance, balance sheet, cash and commentary. Components depend on the agreed scope.
View the pack ↗Tell us what you need to understand.
Start with your business, the reports you use today and what you would like to improve. We agree the next useful step and its scope before work begins. No financial files are needed for this first conversation.