The Role of Accounting in Business CHAPTER 1 ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objectives After studying this chapter, you should be able to: •Describe the types and forms of businesses, how businesses make money, and business stakeholders •Describe the three business activities of financing, investing, and operating •Define accounting and describe its role in business •Describe and illustrate the basic financial statements and how they interrelate •Describe eight accounting concepts underlying financial reporting •Financial Analysis: Describe and illustrate how the rate of return on assets can be used to analyze and assess a company’s financial performance ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objective 1 Describe the types and forms of businesses, how businesses make money, and business stakeholders ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Types of Businesses _____ businesses provide services rather than products to customers. Delta Air Lines (transportation services) The Walt Disney Company (entertainment services) _____ businesses sell products they purchase from other businesses to customers. Walmart (general merchandise) Amazon.com (books, music, videos) _____ businesses change basic inputs into products that are sold to customers. General Motors Corporation (cars, trucks, vans) Dell Inc. (personal computers) ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Forms of Business • • • • __________ __________ __________ __________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Differences in Forms of Business Organizational Form Ease of Formation Legal Liability Taxation Limitation on Life of Entity Proprietorship Simple _________ _________ Yes __________ Partnership Simple _________ _________ Yes __________ Corporation Complex _________ _________ No __________ Limited Liability Company Moderate _________ _________ Yes __________ Access to Capital ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. How do Businesses Make Money? • By providing goods and services to customers so that they can make a _____ • To maximize their profits, companies may use one of the following two strategies: • __________ • __________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. How do Businesses Make Money? ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Business Stakeholders Business Stakeholder Interest in the Business Examples ____________ Providers of major financing for the business Banks, owners, stockholders _____________ Buyers of products or services and vendors to the business Customers and suppliers ______________ Collect taxes and fees from the business and its employees Federal, state, and city governments ______________ Individual employed by the business Employees and managers ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Business Stakeholders ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objective 2 Describe the three business activities of financing, investing, and operating ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Business Activities • _______________ _______________ • _______________ _______________ • _______________ _______________ _______________ _______________ • _______________ _______________ • ______________ _______________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objective 3 Define accounting and describe its role in business ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Objectives of Financial Accounting • Sometimes called the “___________________”, accounting is an information system that provides reports to stakeholders about the economic activities and condition of a business • Essentially, it summarizes the financial performance of the firm for external users • The two major objectives of financial accounting are: • To report the financial condition of a business at a point in time • To report changes in the financial condition of a business over a period of time ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Two Major Objectives of Financial Accounting Financial Condition As at a _____ __________ Financial Condition Over a _____ __________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objective 4 Describe and illustrate the basic financial statements and how they interrelate ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Financial Statements • • • • ______________________ ______________________ ______________________ ______________________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Income Statement • Summary of revenue and expenses for a specific period of time (e.g., month, quarter, or year) • Reports the change in financial condition due to the operations of a business • Uses the _____ concept: Expenses for the period are matched against revenues for the same period _____________ – ___________ = ________________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Retained Earnings Statement • Reports changes in financial condition due to changes in retained earnings during a period • Retained earnings is the portion of ________ retained by the business ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Balance Sheet • Reports financial condition at a point in time • Measured by total assets and claims to those assets: _________ = ____________ + _________ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Balance Sheet – Preparation • Step 1: • Step 2: • Step 3: • Step 4: • Step 5: Each asset is listed and added to arrive at total assets Each liability is listed and added to arrive at total liabilities Each stockholders’ equity item is listed and added to arrive at total stockholders’ equity Total liabilities and total stockholder’s equity are added together __________ must equal total liabilities and stockholders’ equity ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Statement of Cash Flows • Reports the change in financial condition due to the changes in cash during a period — Net change in operating cash flows — Net change in investing cash flows — Net change in financing cash flows ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Statement of Cash Flows – Operating Activities • Net cash flows from operating activities is reported first • Cash flow from operating activities is a focus of stakeholders • Operating activities are transactions that involve the acquisition or production of products and services and the sale of those products or services to customers ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Statement of Cash Flows – Investing Activities • Net cash flows from investing activities is reported second • Cash receipts from selling property, plant, and equipment are reported in this section • Cash used to purchase property, plant, and equipment is also reported in this section • Negative cash flow from investing activities is normal for an expanding company ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Statement of Cash Flows – Financing Activities • Net cash flows from financing activities is reported third • Any cash receipts from issuing debt or stock are reported in this section • Cash payments on debt and dividends are also reported in this section ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Integrated Financial Statements ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Integrated Financial Statements • Net income from the income statement is linked to the ____________ • Retained earnings is linked to the stockholders’ equity in the ____________ • Cash balance from the ____________ is linked to cash in the balance sheet ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objective 5 Describe eight accounting concepts underlying financial reporting ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. The Accounting “Rules” GAAP - G_____ A_____ A_____ P_____ ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Eight Accounting Concepts ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Financial History of a Company ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Accounting Frauds ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Guidelines for Ethical Conduct ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Learning Objective 6 Financial Analysis: Describe and illustrate how the rate of return on assets can be used to analyze and assess a company’s financial performance ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Rate of Return on Assets • A measure of a company’s profitability Rate of Return on Assets ___ ____ ____ ___ ___ ____ _____ = _____ _____ ______ • Expressed as a percentage or as an amount per dollar invested • For example: a 12% rate of return on assets could also be expressed as $0.12 return per $1 invested ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. Rate of Return on Assets • Apple is 3.8 (38.1% 4 10.7%) times more profitable than Dell Inc. ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part. End of Chapter 1 ©2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publically accessible website, in whole or in part.