Chapter 1 Accounting and Business McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved. What are the Basic Functions of Business? • Marketing Products, pricing, promotion, distribution • Human resources Jobs, people, salaries, benefits • Production and operations Planning, directing, controlling, evaluating • Finance Capital maintenance • Accounting and information systems Information infrastructure 1-2 How do the Functions Use Accounting Information? • Marketing Pricing, distribution costs • Human resources Pay and fringe benefits, hiring costs • Production and operations Production costs—actual and budgeted • Finance Cost of borrowing, benefits expected 1-3 How has Business Evolved? • Sole proprietorship One owner • Partnership Two or more owners • Corporation Many owners 1-4 • Merchandising Buy and sell products • Service Provide service • Manufacturing Make and sell products How has Accounting Evolved? • Determination of wealth What am I worth today • Determination of income How has my wealth changed • On-going success How is the business doing 1-5 What are the Characteristics of Business Today? • Customer-focused operations • Global markets Products, labor, and capital • Advanced manufacturing and communications • eBusiness B2B and B2C • Hybrid organizational structures 1-6 What are the Basic Concepts of Accounting? • Business entity Keep business and personal records separate • Monetary unit Maintain business records in currency • Going concern Business will continue past the current period • Periodicity Profits/losses must be determined periodically 1-7 What are the 5 Basic Elements of Accounting? • Asset Right to use resources with future benefit • Liability Obligation to transfer resources in the future to suppliers of goods and services • Owners’ equity Net assets belong to owners 1-8 5 Basic Elements Continued • Revenues (accrual basis) Amounts earned from providing goods and services • Expenses (accrual basis) Amounts incurred in an attempt to generate revenues 1-9 Example • A company provides $120,000 of services during the year of which $100,000 were received in cash. The company’s employees earned $70,000 in wages, but due to the way payroll is determined, they were only paid $55,000 during the period. • What is the accrual-based income? • What is the cash-based income? 1-10 Answers Accrual-based income: Revenues earned Less expenses incurred = Income $120,000 70,000 $ 50,000 Cash-based income: Revenues received Less expenses paid = Income 1-11 $100,000 55,000 $ 45,000 What is GAAP and the IFRS? • Generally Accepted Accounting Principles • International Financial Reporting standards • Financial Accounting Standards Board Current rule-making body in U.S. • International Accounting Standards Board Current rule-making body internationally 1-12 What are the Concepts Statements? • Concepts Statement #1 Useful information for decision making • Concepts Statement #2 Characteristics of accounting information • Concepts Statement #3 (superceded) • Concepts Statement #4 Objectives for nonbusiness organizations 1-13 Concepts Continued • Concepts Statement #5 Financial statements • Concepts Statement #6 Elements of financial statements • Concepts Statement #7 Estimating value of future cash flows 1-14 What Makes Information Useful? • Relevance Capable of making a difference • Reliability Dependable • Benefits > Costs Benefits derived must be greater than cost • Materiality Large enough to have an impact on a decision 1-15 What are the 4 Basic Financial Statements and Auditors’ Report? • Income statement Indicates revenues less expenses = net income for a period of time • Statement of cash flows Indicates cash inflows and outflows from operating, investing, and financing activities for a period of time • Statement of owners’ equity Indicates changes in owners’ equity for a period of time 1-16 Financial Statements Continued • Balance sheet Indicates the ending balances of assets, liabilities, and owners’ equity at a point in time • Auditor’s report Indicates whether the company followed GAAP when preparing its financial statements 1-17 What are the Purposes of the Ratios? • Current ratio Relationship between current assets and current liabilities • Debt to equity ratio Relationship between liabilities and owners’ equity • Return on sales Relationship between net income and sales 1-18 Example Use the following information to calculate the ratios: Accounts payable, $136 Accounts receivable, $876 Cash, $2,211 Common stock, $3,827 Cost of goods sold, $8,192 Inventory, $908 Long-term bank loan, $716 Miscellaneous payables, $529 Operating expenses, $5,436 Retained earnings, $373 Sales, $13,353 1-19 Answers Current ratio = ($876 + $908 + $2,211) / ($136 + $529) = 6.01 to 1 Debt to equity ratio = ($136 + $716 + $529) / ($3,827 + $373) = 0.33 to 1 Return on sales ratio = $275 / $13,353 = 2.06% ($13,353 - $8,192 - $5,436 = $275) 1-20