Most businesses have data. Few have insight.
You get a P&L every month. But does it tell you which products are profitable? Which customers are costing you money? Whether you're on track to hit your plan? Most reporting answers "what happened" — TMA's reporting answers "what does it mean and what should you do about it."
Management Reporting Package
Monthly P&L, balance sheet, and cash flow with variance analysis and written commentary — not just numbers.
KPI Dashboard
The metrics that matter for your business — tracked consistently, visualized clearly, and reviewed every period.
Variance Analysis
Actual vs. budget vs. prior period — with written explanation of what drove the differences.
Board & Investor Reporting
Board-ready financial packages — formatted for investors, lenders, and advisors who need clean, credible numbers.
Reporting built for decisions.
Monthly Management Package
Controller-reviewed P&L, balance sheet, and cash flow — delivered on your reporting cadence.
Variance Commentary
Written explanation of what changed, why it changed, and what it means — not just the numbers.
KPI Scorecard
Your key metrics tracked consistently every period — revenue, margin, burn, DSO, and whatever else drives your business.
Segment Reporting
P&L by product, channel, customer, or entity — so you know exactly where you're making and losing money.
Cash Flow Statement
Operating, investing, and financing cash flows — so you understand the difference between profit and cash.
Board Package
Investor-ready financial summary — formatted for board meetings, fundraising, or lender reviews.
Custom Dashboard Build
A live reporting dashboard tailored to your business — key metrics visible at a glance, updated on your cadence.
Prior Period Comparison
Month-over-month and year-over-year comparisons built into every report — so trends are always visible, not buried.
Why most financial reports don't get used.
Reports arrive too late
Month-end reports delivered on the 25th of the following month. By the time you have the data, the decisions have already been made.
Numbers without context
A P&L with no variance analysis, no commentary, and no explanation of what changed. You're left guessing.
Wrong metrics for your business
Generic KPIs that don't reflect your business model. You're tracking what's easy to measure, not what actually drives your business.
No forward-looking view
Reports that tell you what happened last month. Nothing that tells you what's going to happen next month.
Reporting that drives decisions.
Reporting Audit
We review your current reporting package, close process, and audience needs. You get a clear picture of what's missing and what's redundant.
Report Design
We design a reporting package tailored to your business — with the right metrics, the right level of detail, and written commentary that explains what matters.
Ongoing Delivery
Monthly close with reports delivered by day 3. Variance analysis, KPI scorecard, and written commentary — delivered on your cadence.
What TMA delivers.
Frequently asked questions.
What does a standard reporting package include?
P&L with variance analysis, balance sheet, cash flow statement, KPI scorecard, written commentary on key variances, and a forward-looking section on what to watch next month.
Can you build reports for our board or investors?
Yes. Board reporting is one of our specialties. We build board decks that present the financials clearly, anticipate questions, and give directors the information they need.
What tools do you use for reporting?
We build in whatever tool your team uses — Google Sheets, Excel, Looker Studio, or a BI platform. The goal is reports your team will actually read and use.
Get reporting that actually informs decisions.
Book a discovery call and we'll show you what your management package would look like.