Your task is to prepare both a formal written report and a PowerPoint presentation summarizing your findings. This project will require you to apply managerial and financial accounting concepts learned throughout the course, demonstrating your ability to interpret, analyze, and present accounting data for informed decision-making.
Assignment Requirements
Your written report (in APA format) and presentation must address the following:
- Company Profile & Background
- Mission statement and core values
- Type of entity (e.g., sole proprietorship, partnership, corporation, S-corporation, trust)
- Headquarters location and other significant operational sites
- Industry classification (NAICS or SIC code optional)
- Scope of operations (national, international, or global)
- Accounting Method
- Identify whether the company uses cash or accrual accounting
- Describe any relevant cost accounting methods (e.g., job order, process costing, activity-based costing) used in their operations
- Financial Activities & Status
- Summarize key revenue streams, expenses, and profitability trends
- Highlight significant investments, financing, or cost-management strategies
- Include an analysis of at least two years of financial data (if available)
- Industry Comparison
- Compare the company’s financial performance to at least one competitor in the same industry
- Use ratios, margins, or growth trends for an objective comparison
- Visual & Data Presentation
- Include at least two financial statements (income statement, balance sheet, or statement of cash flows)
- Use charts, graphs, or infographics to enhance data clarity and impact
- Presentation Component
- Create a 10–15 minute PowerPoint presentation summarizing your findings
- Each group member must participate in the presentation
- Focus on clear visuals and concise explanations that would be understood by an audience unfamiliar with the company
Formatting Guidelines
- APA 7th Edition formatting with title page, headings, and references
- Length: 8–10 pages (excluding title page, visuals, and references)
- Title page must include: Group members’ first and last names, course number and name, project title, and date of submission
- Use the provided discussion points as section headings in your report
Aligned Student Learning Outcomes (SLOs)
- SLO 2: Prepare Basic Financial Statements
- SLO 4: Apply Accounting Concepts to Income Determination
- SLO 5: Evaluate the Role of Financial Reporting in Decision-Making