Chapter 3

Time Period Principle

assumes that an organizations activites can be dived into specific time periods such as a quarter or a year.

Fiscal year

may represent any 12 month period. A company will typicaly choose to end its accounting year when business is slower

Cash basis

we record tranactions only when they infovolve cash. Buinesses however may not use the cash basies

Accurual basis

this method records the occurrence of tranactions whther cash was invovled or not

revenue recognition principle

requires revenue to be recorded when earned, not before and not after

the expense recognition (matching) principle

requires expenses to be recorded in the same period that these expenses generated revenue

What are the three steps to adjust an account balance

1. determine the current account balance
2. determine what the current account balance should be
3. Record adjusting entry to get from step 1 to step 2

Every adjusting entry affects ________ and an ________

balance sheet account and an income statement account

Does cash appear in an adjusting entry

NO

Adjusting entry

brings an asset or liability account ablance to its proper amount. This entry also updates the realted expense or revenue account

Cash may be recieved or paid in the first year but the related revenue or expense might take place in the second year is a

defferal

the revenue or expense might occur in the first year but the related cash is recieved (paid) in the second year

accrual

Prepiad

if cash is paid before the expense takes place (ie before receiving the benefits)

a prepaid payment is an

asset

when we receive the beenfits of a prepaid these assets then become

expenses

if cash is receieved before the revenue takes places (ie before it is earned) this is called _____________

unearned

unearned cash creates a _____

liability

after we provide the services the liabilities become ______

revenues

adjusting entries for unearned requires _______ revenues and _______ liabilities

increasing (crediting) revenues and decreasing (debiting ) liabilities

the income statement is prepared by

subtracting adjusted expenses from adjusted revenues

the statement of retained earnings is prepared by

adding net income and subtracting dividends from beginning retained earnings to arrive at ending retained earnings

the balance sheet is prepared by

including all of the adjusted balances for assets, laibilities, and common stock

Closing

prepares accounts to begin recording the tranaction and the events of the next period

Temporary accounts

accounts that start fresh the following period

what are the three types of temporary accounts

revenues, expenses, and dividends

what type of account is a balance sheet. temp or permanant?

permanant

temporary accounts

accumulaate data related to one accounting period and are closed to zero before beginning the next period

is cash closed or not closed

not closed

is salares expense closed or not closed

closed/temp

is accounts payable closed or not closed

not closed

is equipment closed or not

not closed

is common stock closed or not clsoed

not closed

is fees revenue closed or not closed

closed

is dividends closed or not closed

closed

are service revenues closed or not closed

closed

are unearned fees closed or not closed

not closed since thye are a liability

are supplies closed or not closed

not closed

are retained earnings lcosed or not closed

not closed

are prepaid insurance closed or not clsoed

not closed since they are an asset

are supplies expense closed or not closed

closed

Return on sales

also known as the profit margin is a useful measure of a comapnys operating results. it reflects the net income earned for each dollar of sales

how to calcululate return on sales/ profit margin

net income/net sales

current ratio equation is

current assets/ current laibilities