Case Study: Bookkeeping Solutions & Consulting LLC saves time and streamlines restaurant accounting with MarginEdge

MarginEdge saves time and streamlines data

Bookkeeping Solutions & Consulting LLC, led by Trish Fields in Richmond, VA, supports about 30 restaurant clients and faced a fragmented back-office tech stack that demanded heavy manual invoice and POS data entry. Trish adopted MarginEdge, a restaurant management system offering invoice processing, Bill Pay, POS integration and Price Alerts, to consolidate workflows and free up time for growth.

MarginEdge automated invoice capture (line-item data in 24–48 hours), nightly POS sync and chart-of-accounts mapping, plus Bill Pay and Price Alerts, which together eliminated much manual data entry and reduced errors. As a result, Trish reclaimed hours previously spent on paperwork, removed the need for a full-day assistant for monthly entries, can catch shorts daily, and routinely delivers full financial reports by the 15th (often by the 5th); faster ACH payments and real-time price alerts also cut costs and improved vendor management—so much so that she now includes MarginEdge in all new client quotes.

Bookkeeping Solutions & Consulting LLC

Trish Fields

Owner