Where Profit Hides: Bookkeeping, Blind Spots & Better Decisions with Trish Fields

Better Marketing, Not More Marketing: Driving Profitability in Hospitality with Josh Kopel

Marketing is essential to any successful hospitality business—but for many operators, it can feel like a constant cycle of activity without clear results. In this episode of Science of Service, Rachel is joined by Josh Kopel, a Michelin-awarded restaurateur turned marketing strategist, who now works with operators around the world to help them drive more profitable, predictable growth. Josh’s approach challenges some of the most common assumptions in restaurant marketing. Instead of doing more—more posts, more campaigns, more channels—he focuses on doing less, but with greater precision and intent. Together, Rachel and Josh explore what actually drives results in hospitality marketing: why most operators are investing time in the wrong places, how to optimize the digital touchpoints where decisions are really made, and how improving conversion can unlock significant growth without increasing spend. The conversation dives into practical strategies for increasing customer frequency, creating high-value offers without relying on discounts, and building direct relationships through simple, consistent communication. If you’re doing all the marketing… and still waiting for the bookings to catch up, this episode is well worth a listen. Science of Service Blog [https://www.marginedge.com/blog/science-of-service-episode-19-driving-profitability-through-hospitality-marketing-with-josh-kopel] Learn more about Josh Kopel [https://joshkopel.com/]

Where Profit Hides: Bookkeeping, Blind Spots & Better Decisions with Trish Fields

For many hospitality operators, the numbers are something you check at the end of the day—or the end of the month—and trust they’re telling the full story. But that snapshot can be misleading. In this episode of Science of Service, Rachel is joined by Trish Fields, owner of Bookkeeping Solutions & Consulting. With years of experience working alongside hospitality operators, Trish specialises in helping businesses get closer to their numbers—uncovering hidden issues, tightening processes, and turning financial data into something genuinely useful. Trish and Rachel explore the areas operators most commonly overlook—from the true cost of third-party delivery and sales tax miscalculations to the risks of relying on surface-level reporting. They dig into why deposits don’t always tell the full story, and how small gaps in visibility can quietly erode margins over time. The conversation also looks at the evolving role of technology and AI in hospitality finance. From speeding up routine tasks to identifying patterns in data, these tools are opening up new opportunities—but its real value takes a little know-how and a lot of human experience. If you’re relying on end-of-month reports, unsure what’s really driving your margins, or simply want to feel more in control of your numbers, this episode offers practical insight into building stronger financial foundations—and making better decisions, faster. Science of Service Blog [https://www.marginedge.com/blog/science-of-service-episode-18-bookkeeping-blind-spots-better-decisions-with-trish-fields] Learn more about Bookkeeping Solutions & Consulting [https://bookkeepingrva.com/]

Financial Clarity in Hospitality: Choosing the Right Accounting Model with Raffi Yousefian

Running a hospitality business is about far more than great food, service, or atmosphere. Behind every busy dining room sits a financial engine that determines whether the operation thrives—or slowly drifts off course. In this episode of Science of Service, Rachel speaks with Raffi Yousefian, founder of The Fork CPAs, an accounting and controllership firm dedicated entirely to restaurants and bars. Raffi works with operators across the industry, helping them turn financial data into meaningful insight and practical decisions. Together, Rachel and Raffi explore how hospitality operators can choose the right financial support for their business—whether that’s simple bookkeeping, an outsourced accounting firm, or building an in-house team.  The conversation dives into the real value of meaningful financial data: how weekly visibility into prime costs can improve profitability, why industry-specific accounting expertise matters, and how the wrong information can sometimes be worse than having no information at all. From choosing the right accounting structure to understanding the metrics that truly drive performance, this episode offers practical guidance for operators looking to move beyond basic bookkeeping and gain real control over the financial side of their business. If you’re juggling remittances, tax submissions, and the financial mechanics behind your operation, this episode offers a clear perspective on building financial clarity—and using it to move your business forward. Science of Service Blog [https://www.marginedge.com/blog/science-of-service-episode-17-choosing-the-right-accounting-model-with-raffi-yousefian] The Fork CPAs [https://theforkcpas.com/]

Scaling Through a Culinary Lens: Consistency, Guardrails & Brand Discipline with Michael Sanfilippo

Growth doesn’t just test your ambition. It tests your systems. In this episode of Science of Service, we sit down with Michael Sanfilippo—MarginEdge’s Chef in Residence and former Brand Chef and Head of Innovation at Cava—to explore what scaling really looks like through a culinary lens. Michael’s career spans hotel kitchens, fine dining, and high-growth fast casual brands. And while the environments changed, one principle stayed constant: consistency is built, not hoped for. From notebooks and muscle memory to recipe cards and gold standards, Michael shares how instinct evolves into infrastructure when brands begin to grow. Together, Rachel and Michael unpack what it actually takes to establish a strong brand foundation and expand with discipline. They explore why “simplify before you scale” isn’t just a catchy phrase, but a survival strategy—especially in fast casual models where guests assemble their own meals and margins depend on every individual component performing as intended. From blue-sky ideation to structured testing — and the operational blind spots that surface as brands grow — this episode is a great guide for discipline, clarity and the systems required to scale without losing your edge. If you’re expanding, rationalizing your menu, or simply trying to tighten up operations without losing what made you great in the first place, this episode offers grounded insight into growing with discipline. Science of Service Blog [https://www.marginedge.com/blog/science-of-service-episode-16-scaling-through-a-culinary-lens-with-michael-sanfilippo]

Growing Can’t Wait Part 2: The Four F’s of growth with Gina Cavendish

Before you can grow your business, you first have to understand the ins and outs of your operation, and who you are as a leader.  In this episode of Science of Service, we bring you the second part of our conversation with Gina Cavendish, MarginEdge’s CFO in Residence and a hospitality finance expert. In Part one (which you should go back and listen to if you haven't already), Gina talked at length about the importance of timing while trying to grow a business. In this episode, she takes a step back, and discusses all of the different elements of their business and growth strategy you should consider before you begin scouting new locations. Gina introduces us to the concept of 'The Four F's': Founder, Funding, Franchise and Fast. These represent your leadership style, source of capital, interest in a franchising strategy, and the pace at which you'd like to expand. She explains that having a strong understanding of these four elements will allow you to formulate a growth strategy that's optimal for your business.  Rachel and Gina discuss the comparative strengths and weaknesses of different leadership styles, the obligations that come with different sources of funding, the complexities of franchising, and how all of these factors work together to impact the direction and pace of expansion. Whether you're early in the growth process, or well into it but feeling lost, this episode is a reminder that it's important to first understand where you are, before charting a course to where you want to be.  Science of Service Blog [https://www.marginedge.com/blog/science-of-service-episode-15-the-four-fs-of-growth-with-gina-cavendish-part-2]