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

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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

Balance sheet is a nominal account.


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State any one limitation of Analysis of Financial Statement.


JW Ltd. was a company manufacturing geysers. As a part of its long-term goal for an expansion, the company decided to identify the opportunity in rural areas. The initial plan was rolled out for Bhiwani village in Haryana. Since the village did not have a regular supply of electricity, the company decided to manufacture solar geysers. The core team consisting of the Regional Manager, Accountant and the Marketing Manager was taken from the Head Office and the remaining employees were selected from the village and neighbourhood areas. At the time of preparation of financial statements, the accountant of the company fell sick and the company debuted a junior accountant temporarily from the village for two months. The Balance Sheet prepared by the junior accountant showed the following items against the Major Heads and Sub-heads mentioned which were not as per Schedule III of the Companies Act, 2013.

Items Major Head/Sub-Head
Loose Tools Trade Receivables
Cheques in Hand Current Investments
Term Loan from Bank Other Long-term Liabilities
Computer Software Tangible Fixed Assets

Identify any two values that the company wants to communicate to the society. Also, present the above items under the correct major heads and sub-heads as per Schedule III of the Companies Act, 2013.


Government is not interested in the analysis of financial statement.

State the significance of Analysis of Financial Statements to the ‘Lenders’.


State true or false with reason.

Gross Profit depends upon Net Sales.


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


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


State whether following statement is true or false :
Government is not interested in analysis of financial statement.


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


Select the appropriate answer from the alternatives given below & rewrite the completed statement
From financial statement analysis, the creditors are interested to know _____________.


Answer the following in brief :
State any three limitations of Analysis of financial statement.


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


What is ‘analysis’ of financial statement?


Explain the limitations of analysis of financial statements.


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

Statement showing changes in cash and cash equivalent during a particular period.


Prepare Comparative Balance Sheet for the year ended 31.3.18 and 31.3.19 Assets & Liabilities as follows:

Particulars 31.3.18 (₹) 31.3.19 (₹)
1) Fixed Assets 120,000 1,50,000
2) Share Capital 60,000 72,000
3) Current Assets 28,000 27,000
4) Reserve & Surplus 24,000 30,000
5) Loan 34,000 51,000
6) Current liabilities 30,000 24,000

Which of the following statements is not true?


Balance sheet provides information about the financial position of a business concern


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?


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.


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

Dr. Trading, Profit and Loss Account
(for the year ended 31st March, 2020) 
Cr.
Particulars Amount
(₹)
Particulars Amount
(₹)
To Opening stock 50,000 By Sales 6,00,000
To Purchases 4,50,000 By Closing Stock 1,50,000
To Carriage 20,000    
To Direct expenses 30,000    
To Wages 50,000    
To Gross Profit c/d 1,50,000    
Total 7,50,000   7,50,000
To Office expenses 62,500 By Gross Profit b/d 1,50,000
To Finance expenses 15,000    
To Selling expenses 50,000    
To Net Profit c/d 22,500    
Total 1,50,000   1,50,000

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