Financial Systems·4 min read

What is a profit and loss statement?

A P&L shows your revenue, expenses, and net profit for a period. Learn what every line means, how to read one, and how to run it for your small business.

Direct answer

A profit and loss statement (P&L) shows how much money your business made (revenue), how much it spent (expenses), and what's left (profit or loss) over a specific time period. Usually a month, quarter, or year. It's the single most useful document for understanding your business's health.

Simple explanation

A P&L answers one question: did the business make money in this period? Revenue at the top, expenses in the middle, profit (or loss) at the bottom. That's the whole structure.

What goes on a basic P&L

  1. 1

    Revenue

    All money earned from selling products or services during the period.

  2. 2

    Cost of goods sold (COGS)

    Direct costs of producing what you sold. Materials, direct labor, etc. Service businesses may not have this.

  3. 3

    Gross profit

    Revenue minus COGS. Tells you how profitable the core product/service is before overhead.

  4. 4

    Operating expenses

    Rent, software, marketing, payroll, supplies. The costs of running the business.

  5. 5

    Net profit (or loss)

    Gross profit minus operating expenses. The bottom line. Positive = profit, negative = loss.

Summary

  • A P&L = revenue, minus expenses, equals profit or loss.
  • Run one every month so you spot trends early.
  • Gross profit shows how healthy the core offer is.
  • Net profit is the true bottom line for the period.

Frequently asked questions

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