Bookkeeping · 7 min read

P&L Statement Explained for Small Business Owners

Your Profit & Loss (P&L) — also called an income statement — tells you whether the business actually made money. If you can read it, you can run the business.

The five sections of a P&L

  • Revenue — everything you earned (not what you collected)
  • Cost of Goods Sold (COGS) — direct costs to deliver the sale
  • Gross Profit — Revenue minus COGS
  • Operating Expenses — rent, payroll, software, marketing
  • Net Income — what's left after every expense

The numbers owners should watch

  • Gross margin % = Gross Profit ÷ Revenue
  • Operating margin % = Operating Income ÷ Revenue
  • Net margin % = Net Income ÷ Revenue
  • Trend: each line month-over-month and vs. last year
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Why your P&L doesn't match your bank account

P&L is accrual (earned and incurred). Your bank balance is cash (received and paid). Big AR balances, prepaid expenses, and loan principal all break the link between profit and cash.

Frequently asked

What's a healthy net profit margin for a small business?

It depends on the industry, but service businesses often target 15–25% net, product businesses 5–15%. Compare against your own trend before benchmarking against others.

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