SaaS
A short list of KPIs that shows whether growth is healthy: ARR movement, gross margin, retention and how efficiently cash is being used. Not a 40-metric dashboard.
Finance for SaaSManagement & Investor Reporting
Monthly management reporting that tells you how the business is doing
Revenue and a bank balance are not a view of performance. Monthly management accounts should tell you, in a few pages, whether the company is getting healthier and what to do about it.
When you can't say whether the business is performing
Most founders can quote revenue and cash. Far fewer can say whether margins are improving, which costs are growing faster than sales, or whether growth is actually paying for itself. Year-end accounts arrive too late to help, and a raw P&L from accounting software doesn't explain anything.
- Pricing, hiring and spending decisions run on gut feel
- You track lots of numbers, but none gives a clear answer
- Annual accounts are the only complete view you get
- Nobody is sure which financial KPIs matter most
What good management accounts look like
A useful monthly pack is short, consistent and explained. It brings together the financial performance of the business with the handful of KPIs that drive it, so every month answers the same questions the same way.
- 1
One view of performance
Revenue, gross margin, operating costs and cash on one page, with trends across the last 12 months rather than a single month in isolation.
- 2
A small set of KPIs
The financial KPIs that match your business model, agreed once and calculated the same way every month.
- 3
Commentary, not just numbers
A short written explanation of what changed, why, and what needs attention next.
- 4
A monthly review
A conversation to go through the pack, so the numbers turn into decisions.
Management reporting built for your business model
MSPs
An owner-level view that brings ConnectWise operating data together with the accounts: recurring revenue, service gross margin and profitability by service line.
Finance for MSPsIT services & agencies
A monthly view that connects gross margin, utilization, project performance, receivables and cash, instead of revenue alone.
Finance for IT services & agenciesFrequently asked questions
What financial numbers should a founder review every month?
Revenue and its trend, gross margin, operating costs by category, cash and runway, and a few business-model KPIs. The value comes from seeing them together, month after month, with an explanation of what moved.
What should a monthly management accounts pack contain?
A one-page summary, P&L with trends, balance sheet highlights, cash position and forecast, a KPI page and written commentary. It should be readable in ten minutes.
What should outsourced management reporting include besides the P&L?
Trends, KPIs, budget or forecast comparison, cash outlook and commentary. A P&L and balance sheet on their own are accounting statements, not management reporting.
What financial visibility should a growing company have?
Enough to answer three questions every month: are we making money on what we sell, where is cash going, and are we on track against plan.
What are the most important KPIs for a SaaS company?
Keep it small: net new ARR, gross margin, net revenue retention, burn and runway, and one efficiency measure such as CAC payback. Add more only when a decision needs them.
What should monthly reporting look like for a software agency?
Gross margin, utilization, project margin, receivables and cash side by side, so you can see whether revenue is turning into profit and cash.
Which metrics should an MSP owner see every month?
Recurring revenue, service gross margin, technician cost, agreement profitability and cash, combining PSA data with the accounting system.
Your company has enough moving parts already.
Start with a clear look at where things stand and what should improve.