BASIC GEEK FINANCIAL STATEMENTS AND DECISION MAKING SEGMENT TWO Table of Contents Movie BG2-Twelve BG2-Thirteen BG2-Fourteen Pages 26 Timing 0:00 – 1:32 27 1:32 – 1:57 28 1:57 – 2:45 28 2:45 – 4:36 4:36 – 6:20 6:20 – 7:58 28 7:58 – 8:33 8:33 – 9:25 9:25 – 9:40 9:40 – 10:09 10:09 – 10:33 10:33 – 11:28 11:28 – 12:19 29 BG2-Fifteen 30 12:19 – 12:55 12:55 – 14:09 BG2-Sixteen 31 14:09 – 15:30 15:30 – 15:59 15:59 – 17:15 17:15 – 17:45 17:45 – 18:20 18:20 – 18: 35 18:35 – 19:18 19:18 – 22:40 22:40 – 24:10 Topic Introduction & Outcomes from Segment Two Review of DyMax and Segment One Balance Sheet Review The Basic Accounting Equation The Relationship – Trust The Snapshot Current Assets 1. Cash 2. Accounts receivable 3. Inventory Current Liabilities Why do Current Assets and Current Liabilities matter? Estimates & Assumptions Receivables & Risk Inventory & Risk Fixed Assets & Risk 1. (Book Value vs. Market Value) Liabilities - Vendors & Lenders Notes Page Income Statement Review Income Statement Graphic Basic Structure of Income Statement Variable & Fixed costs Gross Profit SG&A Income Before Taxes (Net Income) The Roadmap Accrual Method & Matching Principle 1. Cash Based vs. Accrual 2. Accrual Method Separating COGS & Exp. BG2Seventeen 32 24:10 – 25:39 25:39 – 26:35 26:35 – 27:24 27:24 – 28:01 28:01 – 29:05 BG2Eighteen 33 29:05 – 30:30 35 34:06 – 35:50 36 37 35:50 – 39:10 39:10 – 40:37 38 39 40 40:37 – 42:29 42:29 – 44:21 44:21 – 45:58 Hand Out 45:58 – 46:39 41 - 42 46:39 – 50:45 My 5 Partners 34 32:50 – 33:21 33:21 – 34:06 BG2-Twenty BG2-Twenty One BG2-Twenty Two Accounts Receivable & Cash Flow Inventory & Cash Flow Accounts Payable & Cash Flow The Five Crucial Ratios The 2 cash management ratios 1. Current Ratio 2. DSO The 3 Margin (Profit) management ratios 1. COGS / Sales 2. SG&A / Sales 3. Net Profit / Sales Table of Numbers for Ratio exercises The 2 Cash Management Ratios Current Ratio Days Sales Outstanding (DSO) The 3 Margin Management Ratios COGS as a % of Sales SG&A as a % of Sales Net Margin as a % of Sales Automated Analyzer 30:30 – 31:46 31:46 – 32:50 BG2Nineteen Cash Statement Cash Statement as a record of movement 3 Types of Cash Flow – Operating Cash Flow Investing Cash Flow Financing Cash Flow The Road Map/Movie 2014 Copyright ©Geeks of Finance – All rights reserved After successfully completing Segment 2, you will be able to: Distinguish the structure of and relationships between the 3 primary financial statements Name five crucial ratios that drive business performance Understand and use cash management ratios Understand and use margin management ratios Begin to communicate more effectively with the 5 partners in your business: lenders, vendors, customers, management/employees, and financial support staff 2014 Copyright ©Geeks of Finance – All rights reserved 26 Remember, in our first session, we created a simplified version of a company that purchases and re-sells products. The metaphorical company was called DyMax Distributors. Let’s review now what we learned about the three main financial statements. 2014 Copyright ©Geeks of Finance – All rights reserved 27 Balance Sheet Review Assets Liabilities Cash $8,000 Accts. Payable $22,000 Accts. Receivable $5,000 Notes Payable $10,000 Inventory $21,400 Fixed Assets $3,000 Owner’s Equity Shareholder’s Cap. Total Assets $37,400 $5,000 Earnings YTD $400 Total Liab. & OE $37,400 • • • • Why is this financial statement called a Balance Sheet? What two things does the Balance Sheet connect? Why is a Balance Sheet called a snapshot? What are Current Assets and why are they called Current Assets? • What are Current Liabilities and why are they called Current Liabilities? • Why do Current Assets and Current Liabilities matter so much to a company? • What do we mean that the Balance Sheet is full of estimates and assumptions? 2014 Copyright ©Geeks of Finance – All rights reserved 28 Balance Sheet Review - Notes: 2014 Copyright ©Geeks of Finance – All rights reserved 29 Income Statement Review • What is the basic physical structure of the Income Statement (from top to bottom)? • Why is the Income Statement called a roadmap – or a movie? • What is the Accrual and the “matching principle” of accounting? • Why do we have two major cost categories on the Income Statement? 2014 Copyright ©Geeks of Finance – All rights reserved 30 Income Statement Review - Notes: 2014 Copyright ©Geeks of Finance – All rights reserved 31 Cash Statement Review • What is the Cash Statement a record of? • What are the three types of cash flow and what do they represent? • Why is the Cash Statement called a road map or movie? • How are Inventory, Accounts Payable and Accounts Receivable involved in Cash Flow 2014 Copyright ©Geeks of Finance – All rights reserved 32 Cash Statement Review - Notes: 2014 Copyright ©Geeks of Finance – All rights reserved 33 To begin applying what you learned in segment one, and to prepare you for segments three, four, and five, we introduce you to: The Five Crucial Financial Ratios: Cash Management Ratios: 1) 2) Margin Management Ratios: 1) 2) 3) 2014 Copyright ©Geeks of Finance – All rights reserved 34 The table below illustrates the numbers that you will use to calculate the 5 crucial ratios: Current Assets Current Liabilities Receivables Sales COGS SG&A Net Profit $750 $250 $250 $1,000 $700 $200 $100 On which financial statement will you find the top three numbers? On which financial statement will you find the bottom four numbers? 2014 Copyright ©Geeks of Finance – All rights reserved 35 Current Ratio Formula = Current Assets/Current Liabilities Current Assets = $750 Current Liabilities = $250 What is the Current Ratio? Is this a cash management or margin management ratio? Hint: in your mind, always put decimal ratios over “1”, i.e., 3/1 With all decimal ratios, the ratio number you see, e.g., 3, is the numerator or top number of the ratio (in this case, Current Assets) The bottom number “1” is implied and represents the denominator (in this case, Current Liabilities) 2014 Copyright ©Geeks of Finance – All rights reserved 36 Days Sales Outstanding Formula = Receivables/Sales X Days in Period (365) Receivables = $250 Sales = $1000 What is the DSO? Which way do we want that number going? 2014 Copyright ©Geeks of Finance – All rights reserved 37 COGS as a % of Sales Formula = Cost of Goods Sold/Sales COGS = $700 Sales = $1000 What are the COGS as a % of Sales? Which way do we want that number going? Note* To convert a decimal to a percentage, all you have to do is multiply it by 100. 2014 Copyright ©Geeks of Finance – All rights reserved 38 Ratio = SG&A as a % of Sales Formula = SG&A/Sales Selling, General, and Administrative = $200 Sales = $1000 What is our SG&A as a % of Sales? Which way do we want that number going? 2014 Copyright ©Geeks of Finance – All rights reserved 39 Ratio = Net Margin Formula = Net Profit/Sales Net Profit = $100 Sales = $1000 What is our Net Margin? Which way do we want that number going? 2014 Copyright ©Geeks of Finance – All rights reserved 40 Notes on Your 5 Partners: Lenders: Vendors: Customers: 2014 Copyright ©Geeks of Finance – All rights reserved 41 Managers/Employees: Financial Support Staff: 2014 Copyright ©Geeks of Finance – All rights reserved 42