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Maria Hernandez & Associates

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1. (a)How would you have reported on operations of Maria Hernandez & Associates?

1) Maria acquired revenue of $47,000, and accordingly received $40,000 cash and retained $7,000 Accounts Receivable.

Dr: Cash                 $40,000

   Accounts Receivable     $7,000

   Cr: Revenue                   $47,000

2) Maria paid $900 cash for additional office supplies. And $1,700 previous office supplies were depleted.

Dr: Office supplies          $900

   Cr: Cash                        $900

Dr: Managing expense     $1,700

   Cr: Office supplies              $1,700

3) Maria paid $3,000 for the rent of August and prepaid another $3,000 for September. Also, Maria paid $33,000 for the expenses and payroll.

Dr: Managing costs         $3,000

   Advance              $3,000

   Cr: Cash                      $6,000

Dr:Payroll payable & Expenses  $33,000

   Cr: Cash                     $33,000

  1.  Maria purchased equipment and software for $11,000 and half of the amount was on credit.

Dr: Equipment and software  $11,000

   Cr: Cash                     $5,500

      Accounts Payable           $5,500

5) Maria should accrue $200 interest although there was no need to pay at that moment.

Dr: Financing Costs         $200

   Cr: Accrued Interest Payable      $200

6) And the equipment and software experienced the depreciation of $1,500.

Dr: Depreciation Expense   $1,500

   Cr: Accumulated Depreciation    $1,500

(b)Had the company made a profit as Maria Hernandez believed?

Income statement of July & August, 2004

Operating Income

47,000

Management Expense

40,700

Depreciation

1,500

Interest Expense

200

Net Income

4,600

Operating Income: 40,000+7,000=47,000

Management Expense: Include rent expense, utility bills, a repair of equipment, salary expense and supplies expense 33,000+6,000+(5,000+900-42,000)=40,700

Depreciation: 27,000/3/12*2=1,500

Rent Expense: 3,000*2=6000

Interest Expense: 20,000*6%*2/12=200

So the total net income is $4,600, the company had made a profit.

 

(c)If so, how would you explain why the cash in the bank has declined?

Considering Maria adopted Accrual rather than Cash to record transactions, the inflow and outflow of cash may have nothing to do with the profit and loss. For example,

  1. Revenue recognition: we will recognize income when we finish the projects but our cash will increase only when we receive cash from clients.
  2. Depreciation: the cash or bank account might decline when paying the office supplies and stationeries but according to the theory of accrual we should allocate the expense across accounting periods according to the consumption of the fixed assets. In other words, the  one-time purchase of asset decrease future outflow of cash.
  3. Prepaid rent: like depreciation, it won’t affect the income while it has a great impact on the cash remained.

To clarify our opinion, we can make a cash flow statement to compare with the income statement

Cash Flow Statement

Items

2004.06-2004.08

1.Cash Flows from Operating Activities:

Cash received from sales of goods or rendering of services

40,000

Cash paid for operating leases

12,000

Cash paid to and on behalf of employees

33,000

Other cash relating to operating activities

5,000

Net cash flows from operating activities

(10,000)

2.Cash Flows from Investing Activities:

Cash paid to acquire fixed assets, intangible assets and other long-term assets

39,000

Net cash flows from investing activities

(39,000)

3.Cash Flows from Financing Activities:

Proceeds from issuing shares

30,000

Proceeds from borrowings

20,000

Net cash flows from financing activities

50,000

Net Increase in Cash and Cash Equivalents

1,000

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