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Sample Statements

 

Accounting Equation

            ASSETS = LIABILITIES + OWNER’S EQUITY

            (A = L + OE)

 

The equation can be expanded thus:

 

FIXED ASSETS + CURRENT ASSETS   =

LONG-TERM LIAIBITLITIES + CURRENT LIABILITIES + OWNERS EQUITY

 

            (FA + CA = LTL + CL + OE)

 

Current Assets comprise cash, inventories & debtors. Thus the equation, can be further expanded, thus:

 

            Cash + INV + DR + FA = LTL + CL + OE  => Cash = (LTL + CL + OE) – (INV + DR + FA)

 

Accordingly any increase in Long-term Liabilities, Current Liabilities (including Creditors) and/or Owner’s Equity will generate cash and increase a company’s cash position. Any decrease in those areas will reduce the cash position.

 

Correspondingly, any increase in Inventories, Debtors and/or Fixed Assets will consume cash and therefore reduce a company’s cash position. Any decrease in those areas will produce cash and increase the cash position.

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Profit & Loss Account

 

 

$

$

Sales

 

12,000

Less:    Cost of Sales

 

 

            Raw Materials

(3,600)

 

            Direct Labour

(1,200)

 

            Equipment Depreciation

(1,000)

 

 

 

(5,800)

Gross Profit

 

6,200

Less:    Selling & Administration

 

 

            Rent

(2,000)

 

            Staff Wages

(600)

 

            Petrol

(300)

 

            Vehicle Depreciation

(1,000)

 

 

 

(3,900)

Net Profit

 

2,300

 

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Balance Sheet

 

 

$

$

$

Fixed Assets

 

 

 

            Equipment (less $1,000 depreciation)

 

9,000

 

            Car (less $1,000 depreciation)

 

5,000

 

 

 

 

14,000

Current Assets

 

 

 

            Raw Materials Inventory

2,000

 

 

            Finished Goods Inventory

3,200

 

 

            Debtors

4,500

 

 

            Cash

7,600

 

 

 

 

17,300

 

Less:    Current Liabilities

 

 

 

            Creditors

 

(4,000)

 

Net Current Assets

 

13,300

 

Net Assets of the Company

 

 

27,300

 

 

 

 

Represented by:

 

 

 

            Starting Capital

 

25,000

 

            Retained earnings

 

2,300

 

Owner’s Equity

 

 

27,300

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