MANAGERIAL ACCOUNTING AND FINANCE

Assuming you own a business ie. a bakery shop, a saloon, a trading company, an online skin care product etc., answer the following questions:

1. Financial Projection.

a. Prepare projection for your own business by:

i. Creating your own financial statements using your own numbers. Refer samples SOPL and SFP in this instruction.

1. Statement of Profit And Loss (SOPL or Income Statement).

2. Statement Financial Position (SFP or Balance Sheet).

ii. For:

1. last year. (eg. 2022)

2. current year (projection, eg. 2023)

3. next year (projection, eg. 2024)

The projection must be realistic and convincing, for the banks to approve your loan application for business financing.

b. Explain in short para the projections made.


2. Industry Analysis – Finance part only.

a. Get a COMPARABLE peer latest financial info (or create one) ie. latest year’s 2021 or 2022.

i. Statement of Profit And Loss (SOPL or Income Statement).

ii. Statement Financial Position (STP or Balance Sheet).

b. Analyse their:

i. Financial Strengths – analyse their sales / revenues / income figures.

ii. Financial Weaknesses – analyse their weak figures. Eg. Cost of Good Sold, liabilities etc.


c. Explain in short para how your business may compete with your peer, FINANCIALLY.

3. Financing sought

a. Discuss two (2) possible bank’s financing products for your business plan.

Recommend your best choice.

Tugasan ini sebenarnya kami pernah buat sebelum ini cuma mungkin soalannya diubah-ubah setiap semester. Namun kehendak soalan sebenarnya adalah hampir sama. Sekiranya anda semua berasa pening sebab dah takdea idea, sibuk menguruskan kerja sehingga tidak ada masa untuk membuat tugasan anda boleh EMAIL tajuk ke pjjmalaysia@gmail.com atau WhatsApp ke 0145875518 

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