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State and Explain Any 'Four Objectives' of Financial Statement Analysis from the Business Point of View

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प्रश्न

State and explain any 'four objectives' of financial statement analysis from the business point of view.

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उत्तर

Financial statement analysis is a process by which financial statements, i.e. Balance Sheet and Income Statement, are analysed to study the business results and the efficiency of the business operations.

The following are the objectives of preparing financial statements from the business point of view.

1. To measure the profitability: Financial statements are prepared to ascertain profit earned or loss incurred by a business during an accounting period. This is estimated by preparing Trading and Profit and Loss Account.

2. To ascertain the true financial position: Balance Sheet is prepared to ascertain the true financial position of the business. It is a financial statement prepared to ascertain the value of assets and liabilities of a business on a particular date. Financial statement analysis also provides the information related to various provisions and reserves to meet unforeseen future conditions and to toughen the financial position of the business.

3. For effective management: It also assists management in the decision-making process, drafting various plans and also in establishing an effective control system. This analysis also helps in judging the efficiency of the decisions that are taken by the management.

4. To know the financial growth of the business: Financial statement analysis also helps in measuring the financial growth of the business as it helps in comparing the current year’s performance with that of the previous year’s, i.e., intra-firm comparisons. It also facilitates comparison of own performance with other firms in the same industry, i.e., inter-firm comparisons.

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2013-2014 (March)

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संबंधित प्रश्न

Capital balance is ascertained by preparing....................................

  1. Statement of affairs
  2. Cash account
  3. Drawing account
  4. Debtor’s account

Balance sheet is a nominal account.


What do you mean by Analysis of Financial Statement?


One of the objectives of ‘Financial Statements Analysis’ is to identify the reasons for change in the financial position of the enterprise, State two more objectives of this analysis.


State any one limitation of Analysis of Financial Statement.


Government is not interested in the analysis of financial statement.

From the following information of a club show the amounts of match expenses and match fund in the Financial Statement of the Club for the year ended on 31st March, 2009 and 31st March, 2010. 

                                 Details

Amount

Rs

Match expenses (Paid during the year 2009-2010)

30,000

Match Fund (as on 31-3-2009)

17,000

Donation for Match Fund (Received during the year 2009 – 2010)

9,000

Proceeds from the sale of match tickets (Received during the year 2009-2010)

3,000

 


Following incomplete information is available from the records maintained by Mr. Premnath.

Particulars

1.4.2009
Rs.

31.3.2010
Rs.

Cash Balance

Bank Balance

Sundry Debtors

Stock

Furniture

Creditors

10% Bank Loan

12,000

26,000

20,000

24,000

24,000

20,000

20,000

13,000

30,000

26,000

26,000

24,000

20,000

20,000

Additional Information :

(1) Mr. Premnath introduced additional capital in the business amounted to Rs 15,000 on 1st January, 2010.

(2) He has paid life insurance premium Rs 10,000 from the business account and withdrawn goods worth Rs 5,000 for his personal use.

(3) Write off Rs 1,000 as bad debts and maintain reserve for doubtful debts at 5% on remaining debtors.

(4) Provide depreciation at 5% p.a. on furniture.

(5) The closing balance of sundry creditors has been overvalued by Rs 2,000 in the books of account.

(6) Provide Interest on Capital and Bank Loan @ 10% p.a.

Prepare :

(i) Statement of Affairs as on 1.4.2009.

(ii) Statement of Affairs as on 31.3.2010.

(iii) Statement of Profit or Loss for the year ended 31st March, 2010. 


State whether following statement are true or false :
Financial statements include only balance sheet.


Select the appropriate answer from the alternatives given below & rewrite the completed statement:
The methodical classification of financial statement is called _____________.


Select the appropriate answer from the alternatives given below & rewrite the completed statement

Cash proceeds from issue of debentures is _______________.


Select the appropriate answer from the alternatives given below & rewrite the completed statement
Bills payable is _____________.


State whether following statement is true or false :
Analysis of financial statement is a tool but not a remedy.


Explain the limitations of analysis of financial statements.


The Common Size Statement requires _________.


Give one word/term/phrase for the following statement.

The statement showing financial position for different periods of previous year and current year.


State true or false with reason.

Financial Statement includes only Balance Sheet.


State true or false with reason.

The short term deposits are considered as cash equivalent.


State true or false with reason.

Ratio analysis measures profitability efficiency and financial soundness of the business.


Answer in one sentence only.

State the formula of Cost of goods sold?


The term fund’ refers to


Convert following Trading Account and Profit and Loss Account into Vertical Income Statement:

Dr. Trading, Profit and Loss Account
for the year ended as on 31st March,2020 
Cr.
Particulars Amount ₹ Particulars Amount ₹
To Opening stock 20,000 By Sales 1,20,000
To Purchases 90,000 By Closing Stock 30,000
To Carriage inward 500    
To Wages 10,000    
To Gross Profit c/d 29,500    
Total 1,50,000 Total  1,50,000
To Office expenses 12,500 By Gross Profit b/d 29,500
To Selling expenses 10,000    
To Finance expenses 3,000    
To Net Profit c/d 4,000    
  29,500   29,500

Which of the following is a tool of Analysis of Financial Statements?


Which of the following are not tools of Financial Analysis?

  1. Cash Flow Statement
  2. Income Statement
  3. Balance Sheet
  4. Ratio Analysis

It is technique which involves regrouping of data by application of arithmetical relationships. Identify the technique and state any two advantages of the technique identified.


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