Case Study: The Fork CPAs achieves major time savings and expanded advisory services with MarginEdge

The Fork CPAs Growing a Practice and Refi ning Services with MarginEdg

The Fork CPAs, a Washington, DC–based firm founded by Raffi Yousefian that specializes in restaurant accounting, was spending countless hours on manual data entry—keying thousands of invoices into QuickBooks and performing time-consuming bill preparation and statement reconciliation. To solve this, The Fork CPAs adopted the MarginEdge platform, using its fast, line-item invoice processing and operations management features (inventory, recipe management, ingredient usage and variance tracking) to automate routine paperwork.

MarginEdge’s automation and Bill Pay feature now turns invoices around daily, feeds sales entries to QuickBooks, and streamlines vendor payments and reconciliation, restoring hours of staff time and enabling timely Prime Cost reports (weekly/bi-weekly). The result: higher accuracy, faster data for actionable reporting, and a shift from bill-entry work to value-added advisory services—so a typical $1,500 monthly client fee that once covered roughly $1,000 of data entry now largely pays for consulting and strategy, thanks to MarginEdge.

The Fork CPAs

Raffi Yousefian

Founder