Clearmargin

More boards. Less bookkeeping.

Cost your boards, send professional proposals, invoice your events, and know what you actually kept — all in one place.

Charcuterie

From first contact to getting paid

Here's what a typical workflow looks like for charcuterie.

1

Build board recipes with per-unit costs

Enter meats, cheeses, fruits, crackers, and garnishes with costs per unit. Clearmargin calculates the true cost per board.

2

Create proposals for events with board count and delivery

Build event proposals with board quantities, setup fees, and delivery. Each board pulls its cost from your recipes.

3

Track prep time and sourcing

Log time for shopping, prep, assembly, and delivery. Record ingredient purchases so your actual costs stay accurate.

4

Invoice with deposit schedule

Send invoices with 50% upfront and 50% on event day — or any split you prefer. Automated reminders keep payments on track.

5

See true cost per board, per event, per client

After the event, see your real margin. Compare estimated ingredient costs to actuals across all your bookings.

Everything you need

Proposals, contracts, time tracking, invoicing, expenses, and tax prep — all in one place.

Recipe costing for boards

Build board recipes with proteins, cheeses, produce, crackers, and garnishes. Sub-recipes for signature combinations.

Material categories

Organize ingredients: proteins, dairy, produce, dried goods, packaging. Each category carries its own markup.

Event milestones

Set milestones for menu planning, shopping, prep day, and event day. Templates for common event types.

See all 9 features

Vendor & supplier tracking

Track purchases from wholesale suppliers, specialty shops, and farmers markets. See spending trends per vendor.

Mileage for pickup and delivery

Log trips to suppliers and delivery drives to venues. IRS standard rate applied automatically.

Payment schedules

Collect deposits upfront and balances on event day. Flexible splits for large catering orders.

Tax categories

Expenses auto-categorize to Schedule C lines. Ingredients, packaging, mileage — all tracked for tax time.

Inquiry form

A hosted page where clients submit event inquiries with guest count, date, and dietary preferences.

Client profitability

See revenue, ingredient costs, labor, and true margin per client. Know which events are worth repeating.

See it with Charcuterie data

Explore a demo account pre-loaded with realistic charcuteriedata — proposals, invoices, expenses, and profitability reports.

Explore the demo

Frequently asked questions

How do I price a charcuterie board?+

Start with your ingredient costs per board — meats, cheeses, fruits, crackers, garnishes, and packaging. Add your labor time for shopping, prep, assembly, and delivery. Apply your target markup to get a per-board price. Clearmargin calculates all of this from your recipes, so you know your exact cost and margin before you quote.

Do charcuterie businesses need accounting software?+

Charcuterie businesses need ingredient costing, invoicing, and expense tracking — not journal entries and balance sheets. Traditional accounting software is designed for bookkeepers. Clearmargin is designed for food businesses: recipe costing, event proposals, payment schedules, and tax-ready exports without any accounting knowledge.

How do I cost a grazing table?+

Grazing tables are typically priced per person or per linear foot. Build a base recipe for your standard spread per unit, then scale by the event size. Track your actual ingredient purchases afterward to compare estimated vs real costs. Clearmargin lets you build scalable recipes and compare estimated margins to actual margins after each event.

What software do charcuterie businesses use?+

Most charcuterie businesses cobble together spreadsheets for costing, a separate invoicing app, and maybe QuickBooks for taxes. An all-in-one tool that handles recipe costing, proposals, invoicing, and tax exports saves significant time. Clearmargin replaces the spreadsheet and the separate invoicing app with one connected workflow.

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