A service business uses the core statements, the ratios and the dimension views (cost centre, activity, job) as they are today; the demo company below is a digital agency. There is no dedicated service-industry layout yet — one is configured per client from the group chart of accounts. Utilisation needs time data the books do not hold.
An industry perspective
Ask more useful questions.
Is revenue growth creating sustainable operating profit?
How much cash is tied up in receivables, and for how long?
Which projects or cost centres need closer attention?
Where the measures come from
Operating margin, people cost %
from the mapped ledger
Receivables days, cash conversion
from the balance sheet and cash flow (the Ratios tab)
Project or cost-centre views
where the accounting entries carry the dimension
These questions illustrate a reporting conversation. Interpretation depends on the underlying data and accounting policies.
Example services company P&L
Kvadrant Digital · Jan 2025 – Dec 2025
Gross margin94 %
EBITDA margin23 %
Net margin17 %
KPIs in CZK; the statement in CZK thousands.
Sales of services, goods & products
84 233
Total revenue
84 233
Direct costs
−5 052
Gross profit
79 182
Gross margin
94.0 %
Personnel costs
−52 042
Premises & utilities
−3 846
Sales & marketing
−685
IT & communications
−2 130
Professional services
−538
Other operating costs
−810
EBITDA
19 131
EBITDA margin
22.7 %
Depreciation, amortisation & impairment
−428
Operating profit (EBIT)
18 703
Finance, FX & other result
−177
Profit before tax
18 526
Income tax
−3 916
Net profit
14 610
Net margin
17.3 %
One company, its last full financial year. Demo data.
Start with your books
Upload the journal export from POHODA or Money S3; the mapping wizard connects the accounts to the group chart of accounts and the industry layout reads the mapped ledger. Your accountant keeps working as before.
Add the right context
Operational measures come from your PMS or POS — connected directly where possible, or from its export file. Accounting entries alone cannot answer every industry question.
Work directly in Excel
Download the workbook: the statements on their tabs, the findings, and a management-questions sheet with owner, due date, response and status columns that you fill in and upload again.
Make the report fit your business.
Outline your service business reporting requirements.