Basic · KPIs
Is my business healthy?
Gross margin41%
Net profit, 12 mo$24.2k
Improvements found$19.4k/yr
Your key numbers on one screen, updated every month. Flagged when something moves.
For pet stores, grooming salons, boarding, daycare & small clinics
Independent shops and small chains
Where is the money? We show you.
You work hard. Sales are growing. But at the end of the month, there’s nothing left to pay yourself.
You share your business information (bank, card and POS data). We turn it into the information you need to make decisions, based on facts.
No software to learn. No bookkeeping homework. About ten minutes of your time to start.
The Margin Checkup app
Three questions every owner asks. One app that answers them.
Plus · Owner’s P&L
Where did the money go?
- Card fees on an old, higher rate−$4,180/yr
- Too many staff working for the sales−$2,760/yr
- Retail margin lower than expected−$9,400/yr
- Expired items−$3,050/yr
Back in your pocket+$19,390/yr
Every transaction sorted the way a shop really runs, so you see what costs you money.
Full · Cash flow
Is there money left to pay me?
December
Cash in$28,600
Cash out$25,200
Left for you$3,400
Where the cash came from, where it went, and what you can take out of the business.
Screens from the app with a composite salon’s numbers (illustrative), not a real client.
Built for the businesses we know from the inside
- Pet retail
- Grooming salons
- Boarding & kennels
- Daycare
- Small clinics
- Mobile grooming
You’re busy every day. So where is it all going?
Tick what’s true. If it’s more than one, knowing your numbers will pay for itself.
Three steps. Most of the work is ours.
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You share your information
Bank, card and POS data, any format: PDF, CSV or phone photos. We send a private upload link.
Your time: about 10 minutes
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We build your reports
Your KPIs, owner’s P&L and cash flow, sorted the way a shop really runs, not the way the IRS wants it.
First reports: 7 business days
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You see where the money is
Your reports in your portal, updated every month. On the Full plan, add a one-hour consulting session with us.
Every month
How we measure
The 7 keys to a more profitable pet business.
When these areas perform well, your store grows. Track the right KPIs, take action, and turn daily operations into higher sales, stronger margins and loyal clients. We call them Critical Success Factors.
Sales
What must go rightEvery visit brings in as much as it can.
Key KPIsAverage ticketSales per day vs. last year, add-on sales rate
ActionTrain the team to offer add-ons; set a daily sales target.
Services
What must go rightEvery service makes money.
Key KPIsProfit by serviceTrue cost per appointment, groomer hours booked
ActionReprice services sold below cost; fill empty hours.
Products
What must go rightProducts sell before they expire.
Key KPIsMargin by categoryInventory turns, expired items
ActionReorder by what sells; drop slow items before they expire.
Customers
What must go rightClients come back.
Key KPIsRebooking rateVisits per client per year, lost clients
ActionBook the next visit at checkout; call clients who stopped coming.
Marketing
What must go rightEvery dollar spent brings clients in.
Key KPIsCost per new clientNew clients per month, first visits that return
ActionKeep the channels that bring clients back; stop the ones that don’t.
P&L
What must go rightEvery month ends in profit.
Key KPIsNet profitGross margin, labour as a share of sales, owner pay
ActionFix the costs that grew faster than sales; set aside owner pay every month.
Cash flow
What must go rightThere is cash for the bills, and for you.
Key KPIsCash at month endWeeks of cash on hand, cash in against cash out
ActionPlan stock orders and big bills around the weeks cash runs low.
The technology behind it
Your numbers, in your own private portal.
Every client gets a private portal with their owner’s P&L, KPIs and reports, built on their own numbers.
- Your owner’s P&L, month by month
- Every report in one place
- Your KPIs, and what they mean for your next decision
- Updated every month
OverviewUpdated Oct 1
Gross margin41%
Net profit, 12 mo$24.2k
Improvements found$19.4k/yr
Monthly profit with improvements made
Next on your plan
Renegotiate card processing rate
Reprice products sold at a low margin
Simple prices.
Pick the monthly reports you need. Add a consulting session when you want one.
Monthly reports
Basic
$200 per month
- KPIs
- Owner’s P&L
- Cash flow
Plus
$250 per month
- KPIs
- Owner’s P&L
- Cash flow
Full
$300 per month
- KPIs
- Owner’s P&L
- Cash flow
Every plan: reports updated monthly in your private portal, a flag when something moves, and email for questions. Each extra location: 25% off.
Consulting sessions
One hour with us
We review your numbers with you and share our suggestions. Monthly, or when you need it. For Full plan clients.
$990 first session
$550 each session after
Not in the pet business? The work is the same — get in touch and tell us what you run.
We read numbers for a living, and we have been doing it for more than 35 years.
We’ve made most of the mistakes we’ll find in your books, in our own stores. The money is rarely anywhere dramatic: an old card rate, forgotten subscriptions, one service sold below cost.
So the plan you get is short, specific, and doable in a normal work week.
Not a CPA. We don’t file taxes or replace your bookkeeper. We read their numbers and help you see where the money is.
The questions everyone asks first.
You own stores yourself. Isn’t that a conflict?
Fair question. So you get the boundary in writing: no clients within 5 miles of one of our stores, your numbers shown to nobody, and we’ll sign your NDA before you send a thing.
Is my bank information safe?
We never need logins or passwords, only statements you export. They come through a private upload link and are deleted after 12 months, or sooner if you ask.
Do I need QuickBooks or a bookkeeper first?
No. Statements are enough. Messy books are a normal starting point.
How long does it take?
About 7 business days from when your information arrives for your first reports. After that, they are updated every month.
Are you going to tell me to fire someone?
Almost never. Small shops usually lose money through pricing, purchasing and fees, not payroll.
What if you don’t find anything?
You still get a P&L you didn’t have, and you stop wondering. Across our own six stores and everything we’ve read since, we’ve yet to see books with nothing in them.
Do you do bookkeeping or taxes?
No. We read what your bookkeeper and CPA produce, and help you see where the money is.
Tell us what you run.
We reply within one business day with next steps and the upload link. No sales sequence.
How your statements are handled
Exports only, never logins. Private upload link, stored encrypted, deleted after 12 months or sooner if you ask. Shown to nobody. NDA signed first.