Category: Accounting

Required Format
The answers to the case study questions should:
Not exceed the maximum of 5 pages.
Explain all exhibits or tables within the 5 pages.
Consider that what you choose to write about is almost as important as what you say about it.
Adhere the the formatting specifications including:
Briefly describe the purpose of the case.
State the question you are addressing
Add in the corresponding analysis
Present a specific recommendation with your reasons, if required (do not waste space repeating case facts).
Note: Where appropriate, please show all your analysis in answering the questions.
Questions
Case: Giberson’s Glass Studio
How well is Mr. Giberson doing?
How many pieces can he make in a year?
Determine the expected annual revenue.
Determine the operating costs.
Which of Mr. Giberson’s operating costs are variable in nature and what activity they vary with?
Which of Mr. Giberson’s operating costs are fixed in nature and why so?
Determine the annual income or loss.
How efficient was Mr. Giberson in using his time? How efficient was glass utilization?
What was the variable cost per unit and contribution margin of vases?
What is the total cost per unit of vases?
Can Mr. Giberson change any aspect of the business in order to lower costs? What recommendations would you have for Mr. Giberson to price his products?
Note: Please refer to your analysis of questions 1-4, in order to answer number 5.

Profile and History -(Maximum of 1 page)
Include a profile and history of Target. This section should include any interesting and
important information about Target that does not belong in any of the other sections.
For example: What products or services does the company sell? When was the company
founded and when was its IPO? How has the stock performed recently and over the long term?
Include graphs of the stock price.

Please note that there are 2 independent questions for this post. Do NOT merge the answers to make one answer. 
DQ1
Using the Coca-Cola company,
access its most recent financial statements, form 10-K. Include the name of the
company in your subject line, and if possible, do not choose a company about
which one of your classmates has already posted. Navigate to the statement of
cash flows that was prepared using an indirect method. Discuss an item that was
included when calculating net income, but is adjusted as an increase or
decrease to determine cash provided by (used in/by) operating activities. Note,
increases and decreases in the operation activities section of the cash flows
result from changes in current assets, current liabilities, gains, and losses.
Include a summary of how that particular item impacted net income (or net loss)
and why an adjustment might be necessary to reconcile net income to net cash
flows from operating activities. If possible, use an item not already used in a
classmate’s post. In your post, include a screenshot of the statement of cash
flows you are analyzing or provide the URL and applicable page number for the statement
of cash flows. 
DQ2
Many small business owners
focus on the cash balance in their bank accounts and may not use the statement
of cash flows to analyze how their businesses are generating or using cash.
Discuss what one piece of information is found on the statement of cash flows
that is just as important as the bank balance (or more so) for the purpose of
understanding the financial position of a company.

3 Page Paper :–Based on Guest Speaker Presentation
– 3 pages: Double Spaced, no font larger than 12 pt, standard 1-1.25” margins
– Include the following elements:
 Provide a brief introduction describing the purpose of the presentation.
 Describe key financial accounting considerations discussed by the presenter.
 Describe any non-financial presentation issues discussed by the presenter
 Discuss potential pitfalls for start-ups discussed by the presenter and measures
suggested to mitigate their effect
 Provide a brief summary calling out three main takeaways from the
presentation.
For Extra Credit:
6 Page Paper :– Also Based on Guest Speaker Presentation
– 6 pages: Double Spaced, no font larger than 12 pt, standard 1-1.25” margins
Note: You must watch the video I put the link and write an essay. 

RUBRIC IS ATTACHED***
The purpose of this assignment is to analyze a statement of cash flows to determine the financial strengths and weaknesses of a company.
Understanding a company’s major sources and uses of cash, and how cash is being used in the business through the analysis of the statement of cash flows, is essential. This analysis guides financial decision-making and is used to determine financial strengths and weaknesses within the company.
The accounting manager has asked you to prepare a 5- to 10-minute presentation for company stakeholders summarizing your analysis of the statement of cash flows and the financial strengths and weaknesses of the company.
Using the company that you selected from the approved list, review the Management Discussion and Analysis (MD&A) section of the annual report and the management’s discussion regarding the statement of cash flows or any discussion on the operating, investing, or financing activities of the company. In addition, refer to the statement of cash flows financial statement.
Create a PowerPoint presentation (5-8 slides) that summarizes your analysis and addresses the following. Include screenshots from the statement of cash flows as needed to illustrate key findings and information.
Discuss the company’s major sources of cash in each of the three sections of the statement of cash flows. Provide at least two major sources of cash for each section.
Discuss the company’s major uses of cash in each of the three sections of the statement of cash flows. Provide at least two major sources of cash for each section.
Discuss the major differences between the net income and the cash provided or used by operating activities, and explain the cause of the major difference between the two values. Note that you may need to reconcile the differences between net income reported and the subtotal of cash provided or used by “operating” activities. What were the reconciling items, how were these accounts adjusted, and why do we not just report “net income” without adjustments?
Summarize the financial strengths of the business and justify your analysis based on evidence in the statement of cash flows. Include discussion as to whether or not you anticipate the company will experience continued success and explain your answer. Only information from the statement of cash flow should be referenced. Note that this analysis will be more than just the amounts of either the cash provided or used. You may need to review the notes in the MD&A for additional information.
Summarize the financial weaknesses of the business and justify your analysis based on evidence in the statement of cash flows. Include discussion as to whether or not you anticipate the company will experience continued challenges in this area and explain your answer. Only information from the statement of cash flows should be referenced. Note that this analysis will be more than just the amounts of either the cash provided or used. You may need to review the notes in the MD&A for additional information.
While speaker notes are note required, There does need to be a presentation script to follow the presentation for a 5-10 minute presentation. 

using the PowerPoint make a two page essay on any subject found in the PowerPoint. instructions on how to write essay is in second attachment

With the ever-changing tax rules that come into effect every year, what options would you use to notify your client of the changes to the tax code that may affect them? Give several specific examples of different circumstances that warrant a communication and the services that you would subscribe to for each example. Give an example of a tax change that occurred this year that you would not notify your clients about.

This is an individual assignment consisting of problem 45 from Chapter 9. This problem will help you understand how to prepare sub-budgets and a comprehensive master budget.
Instructions
Complete problem 45 from Chapter 9, p. 403 (10th edition).
Chapter 9 Problems – Textbook ScanDownload Chapter 9 Problems – Textbook Scan
Submit this assignment. 
Problem 9-45 starts on page 403.., and the questions go from pages 404 to 406. 
Click on the red ‘Start Assignment’ button at the top right of this page. Upload your file and then hit the red ‘Submit Assignment’ button.

***Use the following format***
Name:
Business Name:
Value
How does your company create value?
Action (one or more)
Examples
Build
Design
Manufacture
Deliver/Transport
Consult
Sell
Develop
Consult
Wholesale
Product
Examples
IT
Software
Retail
Cosmetics
Accessories
Real Estate
Household Goods
Accessories
Agriculture
For (Customers)
Examples
Homeowners
Parents
Farmers
Small Business Owners
Corporations
Example:
Design, build, and maintain IT servers for business that expect 2x or better growth in the next year.
Beating the competition
How will you beat your competition? Examples
Product Leadership
Product lines
Newest features
Unique features
Operations Excellence
Suppliers
Transportation
Manufacturing
IT
Customer Relationships
Examples
Service
Anticipating customer needs
Culture & Events
Quality
Define specifically what quality is for your company and how you will measure it.
Supply Chain
Specifically list the suppliers, manufacturers, transporters, wholesalers, retailers, or other factors that drive your business.
Examples
Organic farmers
Long-haul truckers
Overseas assemblers
Parts makers
Whole Foods
Statistical Process Control (SPC)
Measurements
Write down specific attributes that you will measure when running and monitoring your most critical process.
Examples
Weight of ?
Temperature of ?
Number of defects of ?
Failure Mode and Effects Analysis (FMEA)
List specific failures that could occur in your product or service
Examples
Lateness
Salty
Frozen
Loose
Too large
Too small
Uncomfortable
List the Cause of each particular failure
Examples
Packaging
Transportation breakdown
Power outage
Inventory control
Employee scheduling
Effect of each failure
Examples
Order cancellations
Customer delay
Unrecoverable cost of materials
Corrective action for each failure
Examples
Backup generator
Test at supplier facility
Upgrade packaging
New Training
Add more employees
Services
Service concept
The experience that you wil deliver from the customer point of view
Target Customer
Performance Specifications
Elements that the customer will measure
Examples
Time of delivery
Number of pairs of shoes that the shelf will hold
What experience the customer expects
Examples
Online order and delivery
Sales staff to answer questions in store
Design specifications
Activities that the employee will do
Examples
Measure
Design
Explain
Cook
Activities that vendors or contractors must do
Examples
Write code
Assemble components
Ship parts
Find leases
Facilities that are needed
Examples
Kitchen
Showroom
Warehouse
Machine shop
Delivery Specifications
Intermediate of finished products
Examples
Tables
Frozen meals
Plastic sheets
Location where provided
Examples
At factory
At storefront
At assemblers
Costs
Fixed Cost
List one or more fixed cost for your business
Variable Costs
List one or more variable costs for your business
Revenue
List the different revenue streams for your company
Examples
Product sales
Consulting
Shipping
Lease payments from tenants
Motivation
Write down what you will use to motivate employees for specific outcomes
Outcome
Examples
Increase sales
Increase production volume
Retain employees
Have more employees accept hiring offers
Method
Use one or more methods from Theory X, Theory Y, or Drive that would achieve those outcomes
Project Management
Project Name:
Create a project for your company
Project Outcome
Example
Double table space for restaurant
Set up marketing process
Build and test new production line
Establish new office
Project Metrics
Write down what measurable outcome you will agree on with your vendors before you will pay them
Examples
Length
Width
Weight Capacity
Customer Measured Outcome
Examples
survey based user friendliness
Brand recognition percentage of target market
Customer capacity
Assembly line capacity per hour
Return of Investment (ROI)
Return:
Examples
Growth in customers
Reduction in cost
Increase in sales
Investment
Examples
Time
Money
Materials
Lost income due to temporary shutdown
Case Study Rubrics

Each member of this group discussion will teach the other members about a tax planning topic based on a client scenario. This discussion will inform the short paper due in this module and prepare you for advising the client in the final project.
John is interested in tax planning and saving for his children’s education. He needs some further information on the topics below:
He has several long- and short-term investments that he would like to sell to put his children through college, and he does not know the tax consequences associated with them if he sells.
He is considering taking a second mortgage or home equity loan on the house in order to increase funds available for his children’s tuition. He would like to understand the deductibility of the interest and any limitations that exist.
He is considering contributing to his IRA or converting to a Roth, but maybe he can wait a couple years before doing this as he believes there are severe tax consequences to this. He would also like to know about the income limitations to convert from an IRA to a Roth.
He asks about any credits that he could get for paying for his children’s tuition, room, and housing.
John is married and has a combined adjusted gross income of $135,000; he currently has a mortgage of $500,000.
Each group member will be assigned one topic from the following list and discuss this topic within the group:
Investment sales
Interest deduction
IRA/Roth
Educational tax credits
Each group member will explain the tax consequences associated with his or her topic and how it relates to John’s situation.
Discuss examples within the group.
In your reply, discuss contrasting opportunities for other topics that you think would be better for John. Each member of the group must participate within the group discussion.
Each team member will turn in his or her own short paper (in assignment 6-2) detailing the tax planning for each topic.