P&L Worksheet, Blank

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How to use this. Print this page (or save as PDF). One row per category. Fill in each month's actuals as you close it out, then sum the year. The shaded right column is your annual total. Review your numbers monthly. If you do nothing else, do that. Tip: in your browser's print dialog, set orientation to Landscape and scale to 100% for best fit on one page.
Get In to Get Out · Exercise 1
Monthly P&L Worksheet
Annual budget & actuals tracker
Line Item JanFebMarApr MayJunJulAug SepOctNovDec Total
Income
Gross Commission Income (GCI)
Other Income (referrals, profit share)
Total Income
Cost of Sale
Brokerage Splits
Brokerage Fees (transaction, E&O)
Royalties / Franchise Fees
Agent Referrals Paid Out
Total Cost of Sale
Gross Profit
Operating Expenses
Education books, classes, coaching, conferences
Lead Generation Zillow, Realtor.com, Google, social, mailers
Payroll admin, TC, ISA, buyer agent, employer taxes
Professional Services photography, video, legal, accounting, 1099
Technology & Phone MLS, CRM, dialer, software subscriptions, mobile
Supplies & Equipment cards, signs, lockboxes, furniture, supplies
Meals & Entertainment client meals, team meetings, travel meals
Client Gifts & Events closing gifts, annual client events
Health Insurance
Taxes & Licenses business taxes, dues, licenses, organization fees
Other / Misc.
Total Operating Expenses
Net Income
Get In to Get Out
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