Operational Reporting for Home Services Companies
The report that connects your operations to your financials
Most home services owners look at their P&L in one window and their ServiceTitan reports in another — and they never match. We deliver a Monthly Financial Review that combines both into a single view you can actually manage from.
Your financials and your operations tell two different stories
Two systems, zero clarity
Your ServiceTitan says one thing about revenue. Your QuickBooks says another. Nobody reconciles them, so you don’t actually know your real margins by department, by tech, or by service line. You’re looking at numbers that don’t tie out — and making decisions based on whichever one you happen to pull up.
Canned reports that don’t answer real questions
Your platform’s built-in reports show you activity — jobs run, revenue booked, calls taken. But they can’t tell you which department is actually profitable after fully loaded costs, whether your comp plans are aligned to margins, or where your lead gen dollars are actually converting. The questions that matter require connecting operational data to financial outcomes.
No visibility into what’s driving the business
Is your install team making money or losing it? Are your service agreements profitable after accounting for warranty callbacks? Is that new marketing channel generating leads that actually close at a profitable margin? Without a report that ties operations to financials, you can’t answer these questions — and the answers are where the real money is.
Seasonal swings you can see but can’t plan for
You know revenue dips in shoulder season. But without monthly trend data that connects operational volume to financial performance by department, you can’t plan staffing, marketing spend, or cash reserves with any precision. You end up reacting instead of planning.
A Monthly Financial Review — with the commentary that tells you what to do about it
Key Takeaways & Action Items
Every MFR opens with a dedicated page of takeaways — not a data dump, but specific observations and recommendations based on what moved in your business that month. Things like: margin differences between service lines, subcontractor costs that could be brought in-house, call center conversion rates that are leaving revenue on the table, or marketing channels where your cost per acquisition is dropping. You get the “so what” upfront.
P&L by Department & Location
Your accrual-basis income statement broken out by service line — residential vs. commercial, plumbing vs. drains, service vs. install — and by location if you operate in multiple markets. You’ll see exactly which segments and offices are driving margin and which are dragging it down, with the operational KPIs that explain why.
Unit Economics & Job-Level Metrics
Revenue per completed job, COGS per job, average ticket by service type, and job completion volume — broken out by location and department. This is where you see the economics of your actual work, not just top-line revenue. When you can see that drains generate 65% margins and plumbing generates 50%, you know exactly where to push volume.
Lead Gen & Marketing ROI
Total calls, lead calls, booked rates, marketing spend by channel, cost per call, and cost per booked call — connected to the revenue those leads actually generated. You’ll see your real customer acquisition cost trending over time, which campaigns are converting, and where to reallocate spend for the highest return.
Comp Plan & Technician Analysis
Revenue per tech, close rates, average ticket, and commission cost as a percentage of gross profit. You’ll see whether your comp plans are driving behavior that’s good for the business or just rewarding volume without margin. If one tech is producing high revenue but eating your gross profit in commissions, you’ll see it.
Cash Flow, Balance Sheet & Trends
Monthly cash flow from operations, investing, and financing — plus a rolling balance sheet that tracks AR, AP, deferred revenue, and working capital. Overlaid with LTM trends by department so you can see seasonal patterns with enough lead time to plan staffing, marketing spend, and cash reserves before the numbers shift.
We don’t just pull reports — we connect the dots between operations and profit
We work inside your operational platform
We’re one of the only accounting firms that actually pulls data from ServiceTitan, HouseCall Pro, and Jobber. We don’t ask you to export CSVs or copy numbers into a spreadsheet. We get into your platform, reconcile it to your books, and build a report that reflects both.
We know what the numbers should look like
Having reviewed financials on 200+ home services acquisitions, we’ve seen what best-in-class operators look like across every KPI. We don’t just report your numbers — we give you context on where you stand relative to high-performing peers and what levers to pull next.
Built on accurate financials, not just platform data
The MFR only works if the financial data underneath it is solid. That’s why our operational reporting is built on accrual-basis books with proper revenue recognition and cost allocation — not cash-basis numbers that hide the truth about timing and margins.
Frequently asked questions
See what your business looks like when operations and financials finally connect
Book a free 30-minute call. We’ll walk through your current reporting and show you what the MFR would look like for your business.
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Related: financial management framework, and KPI dashboard guide