ACC 202 Project Guidelines and Rubric
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ACC202InvestorReportPowerPointTemplate.pptx[Insert Company Name]
Investor Report
Prepared by [Your Name]
[Instructions: Replace all text in brackets with your own information.]
1
Introduction
2
2
Business Overview
[Outline your company’s business and your vision for its future.]
3
[Introduce the company name and its business. What is your vision for the future of the business? What do you hope to achieve? Where do you see the company in five years, or in or 10 years?]
3
Purpose of the Report
[Explain the purpose of the report and what you hope to convey about the company and its financials.]
4
[What do you plan to communicate, and why should your investors pay attention? In other words, try to persuade your investors that the accounting information you are about to share is important.]
4
Methods and Approach
[Explain some management accounting methods and how your report and the data it represents adhere to industry standards and the AICPA and CIMA code of ethics.]
5
[Explain some management accounting methods you used to determine your costing strategy, evaluate your financial information, and so on, and explain how these methods support the mission and vision of the company. Briefly describe how your report and the data it represents adhere to industry standards and AICPA and CIMA code of ethics. In other words, why should your investors trust that you are delivering accurate financial data and that your decision-making process has been ethical?]
5
Financial Strategy
6
6
Costing System
[Outline why the job order costing system works best for your business.]
7
[Explain in detail the use of job order costing for this business. Why is it suited for your business? Compare and contrast the various costing systems you learned about in this course as part of your defense.]
7
Selling Prices
[List the selling price that you chose for each product.]
8
[Explain and defend the selling prices that you established for each product. Why did you choose these prices? Reference your cost-volume-profit analysis in your defense.]
8
Contribution Margin
[Copy and paste your completed table from the Contribution Margin Analysis tab of your Project Workbook.]
9
[Share and explain your contribution margin per unit. How did you arrive at these numbers? Reference your cost-volume-profit analysis in your defense.]
9
Target Profits
[Copy and paste the completed table from the Break-Even Analysis tab of your Project Workbook.]
10
[Specify the break-even points you determined for achieving different target profits. Then explain and defend the target profits you selected for each area of your business. Reference your cost-volume-profit analysis in your defense.]
10
Financial Statements
11
11
Statement of Cost of Goods Sold
[Copy and paste your table from the COGS tab of your completed Project Workbook.]
12
[Compare the actual cost of goods sold over the last month and evaluate the company’s performance against the benchmarks provided. Are the numbers close to what you expected? Interpret the performance and explain what happened.]
12
Income Statement
[Copy and paste your table from the Income Statement tab of your completed Project Workbook.]
13
[Based on your income statement, logically interpret the business’s performance against the benchmarks provided. Did the company do as well as expected? Explain what happened.]
13
Variances
[Copy and paste your table from the completed Variances tab of your Project Workbook.]
14
[Illustrate the variances observed between the planned and actual values for the direct labor time and the direct materials price for collars. What changed?]
14
Significance of Variances
[Share a summary of your variance analysis. Were the variances favorable, or were they unfavorable?]
15
[Evaluate the significance of the variances. Are the variances favorable, or are they unfavorable? What does it mean? Explain if your evaluation will affect your budgeting and planning decisions for the next month or quarter. If so, how will they be impacted?]
15
References
[Include any references cited in your paper in full APA format. Don’t forget to include in-text citations as well.]
16
