The challenge
What was missing
Revenue and COGS were blended. No one could see whether a product, channel, or campaign was producing profit.
The operating change
One finance system replaced an incomplete view.
Gross margin improved from 34% to 45% in two months after the finance system exposed three unprofitable SKUs.
What TMA built
Foundation before decisions
- 01Rebuilt the chart of accounts for SKU-level COGS
- 02Created Shopify and Amazon channel P&Ls
- 03Added controller review to the monthly close
The statement
See the operating difference.
Each view is intentionally compact: the lines a founder or operator should be able to use in a decision conversation.
Management reporting
Channel P&L · monthly view
Before the rebuild
Net revenue$200,000
COGS($132,000)
Ad spend($50,000)
Gross profit$68,000
Gross margin34%
After channel + SKU reporting
Net revenue$200,000
COGS($110,000)
Ad spend($42,000)
Gross profit$90,000
Gross margin45%
Interactive decision model
Margin impact model
Change revenue to see the annual profit capacity created by an 11-point gross-margin improvement.
$
—Added gross profit / month
—Annualized gross profit capacity
+11 ptsMargin improvement
Illustrative calculation using the case-study operating change. It is not a forecast or client financial statement.
Your finance system
Want a clearer monthly decision process?
Book a discovery call to discuss what a controller-led close, reporting pack, and finance model could look like for your business.