ACCT 370<\/p>\n
Excel Project: Historical Financial Statements Assignment Instructions<\/p>\n
Overview <\/p>\n
Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4)<\/p>\n
Instructions<\/p>\n
Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project Announcement.<\/p>\n
Go to the Securities and Exchange Commission\u2019s EDGAR database and access your chosen company\u2019s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, \u201cDownloading Financial Statements from the SEC EDGAR Database.\u201d)<\/p>\n
Create an Excel workbook, including data for your chosen company as follows:<\/p>\n
The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included:<\/p>\n
Company Name and ticker symbol<\/p>\n
Industry<\/p>\n
Products or services offered<\/p>\n
Major competitors<\/p>\n
An example of this tab is provided in Exhibit A.<\/p>\n
The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements.<\/p>\n
Include the latest three years based on SEC filings.<\/p>\n
Ensure that the worksheet includes a header with:<\/p>\n
Company Name<\/p>\n
Financial Statement Name (Income Statements)<\/p>\n
Financial Statement Dates<\/p>\n
Denomination level ($s in millions or thousands, etc.)<\/p>\n
The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.<\/p>\n
Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)<\/p>\n
Ensure that the worksheet includes a header with:<\/p>\n
Company Name<\/p>\n
Financial Statement Name <\/p>\n
Financial Statement Dates<\/p>\n
Denomination level ($s in millions or thousands, etc.)<\/p>\n
A partial balance sheet example is provided in Exhibit B.<\/p>\n
The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.<\/p>\n
Include the latest three years based on SEC (10-K) filings.<\/p>\n
Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:<\/p>\n
Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.<\/p>\n
Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.<\/p>\n
Ensure that the worksheet includes a header with:<\/p>\n
Company Name<\/p>\n
Financial Statement Name <\/p>\n
Financial Statement Dates<\/p>\n
Denomination level ($s in millions or thousands, etc.)<\/p>\n
Other instructions:<\/p>\n
The Excel workbook should be professionally formatted. Professional formatting includes:<\/p>\n
All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.<\/p>\n
Dollar signs are included in the first and last numbers of each column.<\/p>\n
Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.<\/p>\n
All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted. <\/p>\n
Line descriptions are indented\/bolded in a manner that makes the spreadsheet easy to read. <\/p>\n
All totals and subtotals should be calculated using formulas.\u00a0 For an example of which cells may need formulas, please see Exhibit B.<\/p>\n
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.<\/p>\n
Exhibit A: Example Company Information Tab<\/p>\n
Exhibit B: Example Historical Balance Sheets Tab<\/p>\n
(IMPORTANT NOTE: Only Partial Balance Sheet shown. Your Balance Sheet should include Liabilities and Stockholders\u2019 Equity as well.)<\/p>\n
Page 2 of 2<\/p>\n","protected":false},"excerpt":{"rendered":"
ACCT 370 Excel Project: Historical Financial Statements Assignment Instructions Overview Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4) Instructions Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project Announcement. Go to the Securities and Exchange Commission\u2019s EDGAR database and access your […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[10],"class_list":["post-105936","post","type-post","status-publish","format-standard","hentry","category-research-paper-writing","tag-writing"],"_links":{"self":[{"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/posts\/105936","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/comments?post=105936"}],"version-history":[{"count":0,"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/posts\/105936\/revisions"}],"wp:attachment":[{"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/media?parent=105936"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/categories?post=105936"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/papersspot.com\/blog\/wp-json\/wp\/v2\/tags?post=105936"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}