Finance built for your business model.
Project-Level P&L
Revenue and costs tracked by project or engagement — so you know which work is profitable.
Utilization & Capacity Tracking
Billable hours and utilization rates tracked — so you can optimize pricing and staffing.
Recurring Revenue Recognition
MRR and ARR recognized correctly under accrual accounting — not just when invoiced.
Client Profitability Analysis
Revenue and margin by client — so you know who's worth keeping and who's not.
Deferred Revenue Management
Retainers and prepayments recognized in the right period — not all at once.
Pipeline-to-Revenue Tracking
Financial visibility from proposal to close to delivery — so you can plan ahead.
The finance problems B2B service businesses run into
Revenue recognized at the wrong time
Subscription and contract revenue hitting your P&L when invoiced — not when earned — makes your financials unreliable for planning.
No visibility into customer profitability
You know your total revenue. You don't know which customers, contracts, or service tiers are actually worth keeping.
Sales commissions tracked in spreadsheets
Commission calculations done manually in Excel create errors, disputes, and delayed payouts — and they're impossible to audit.
Churn costs are invisible
Customer acquisition cost and lifetime value aren't tracked. You're spending to acquire customers without knowing if they're profitable.
Three steps to clean financials.
Revenue Model Audit
We review your contract structure, billing cadence, and revenue recognition policy. You get a clear picture of where your P&L is misrepresenting reality.
Customer & Segment Reporting
We build reporting that shows margin by customer, by contract type, and by service tier — so you know where to focus and where to cut.
Ongoing Controller Service
Monthly close, ARR/MRR tracking, churn analysis, and variance reporting — delivered on your cadence so you always have accurate numbers for decisions.
Results that speak for themselves.
Frequently asked questions.
How do you track project profitability for service businesses?
We build project-level P&L tracking into your chart of accounts — so you can see margin by client, project, or service line, not just total revenue. For agencies and consultancies, this typically means setting up class or job tracking in QBO or Xero and ensuring time and expenses are coded correctly.
Can you handle revenue recognition for retainers and milestone-based contracts?
Yes. Accrual-basis revenue recognition for retainers, milestone payments, and multi-period contracts is standard for us. We set up deferred revenue accounts, track earned vs. unearned revenue, and make sure your P&L reflects what you've actually delivered — not just what you've invoiced.
Do you manage utilization tracking and capacity planning?
We can build utilization metrics into your reporting package — billable hours vs. capacity, revenue per head, and margin by team or service line. This is typically part of our KPI Design add-on, but we can scope it into core reporting if it's central to how you run the business.
Ready to build a finance function for your B2B Services business?
Book a 30-minute discovery call. We'll assess your current setup and outline exactly what TMA would build for you.