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Title: Accountin Cycle Excersise
Description: This book is the first of seven books which introduces the basic principles of accounting. It introduces accounting, the fundamental accounting equation, and four core financial statements. Students will learn the basics of accounting, such as debits and credits, the journal, and trial balance, income measurement, revenue and expense recognition, and the reporting cycle. With a foundation in these basics of accounting readers are introduced to financial statement preparation, the accounting cycle, closing entries, classified balance sheets, the importance of business liquidity, and the concept of the operating cycle.

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Accounting Cycle Exercises I
Larry M
...
Skousen

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Larry M
...
Skousen

Accounting Cycle Exercises I

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Larry M
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ISBN 978-87-7681-554-7

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Accounting Cycle Exercises I

Contents



Problem 5

20



Worksheet 5

20



Solution 5

34



Problem 6

46



Worksheet 6

46



Solution 6

47



Problem 7

48

Worksheet

49



Solution 7

52



Problem 8

55



Worksheet 8



Solution 8

360°
thinking


...


57
58

360°
thinking


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Dis

Accounting Cycle Exercises I

Problem 1

Problem 1
Juniper Corporation provided the following summary balance sheet information:
Dec
...
31, 20X9

$2,500,000

$3,800,000

900,000

1,300,000

  Total liabilities

Compute net income for the year ending December 31, 20X9, under each of the following
independent scenarios:
a) Juniper paid no dividends, and no additional capital was raised via share issuances
...

c) Juniper paid no dividends, but raised $1,500,000 via issuances of additional shares of stock
...


Worksheet 1
Dec
...
31, 20X9

$2,500,000

$3,800,000

900,000

1,300,000

  Total assets
  Total liabilities
Total Equity
Ending Equity
  Total liabilities
Total Equity

a) Juniper paid no dividends, and no additional capital was raised via share issuances
...


c) Juniper paid no dividends, but raised $1,500,000 via issuances of additional shares of stock
...

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...
31, 20X8
$2,500,000

$3,800,000

900,000

1,300,000

$ 1,600,000

  Total assets

Dec
...

Because there were no dividends and no issues of stock, the $900,000 increase in equity is all
attributable to net income
...

Because there were $300,000 in dividends and no issues of stock, the $900,000 increase in
equity would require a $1,200,000 net income
...

Because there were no dividends, but $1,500,000 of stock issuances, Juniper had a net loss of
$600,000
...

Because there were $300,000 in dividends, and $1,150,000 of stock issuances, Juniper had a
net income of $50,000
...
com

7

Accounting Cycle Exercises I

Problem 2

Problem 2
TOP Corporation was formed at the beginning of 20X2, and presents the following incomplete financial
statements for three years
...

Hint: Begin by solving the unknowns in the 20X2 year, and work forward to subsquent years
...

TOP CORPORATION
Income Statement
For the Years Ending December 31, 20XX
20X4

20X3

20X2

Revenues
  Services to customers

$ 100,000

?

$ 50,000

Expenses
 Wages

?

 Interest
Net income

$ 58,500
1,500

?

1,500

?

?
?

2,500

$ 20,000

?
?

TOP CORPORATION
Statement of Retained Earnings
For the Years Ending December 31, 20XX
20X4
Beginning retained earnings

?

Plus: Net income

20X3

?

?

Ending retained earnings

$20,000

?
Less: Dividends

20X2

?

?

$ 12,500

15,000

?

?

$ 30,000

?

?

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2,500

?
?

Accounting Cycle Exercises I

Problem 2

TOP CORPORATION
Statement of Retained Earnings
For the Years Ending December 31, 20XX
20X4

20X3

20X2

Beginning retained earnings

?

?

$

Plus: Net income

?

20,000

?

?

?

$ 12,500

15,000

?

?

$ 30,000

?

?

Less: Dividends
Ending retained earnings

-

TOP CORPORATION
Balance Sheet
December 31, 20XX
20X4

20X3

20X2

Assets
Cash

?

Accounts receivable

?
32,500

Land

90,000

Total assets

$ 25,000
25,000

?

90,000

90,000

$ 144,500

?

?

Liabilities
Interest payable

?

Loan payable

$
5,000

Total liabilities

500

$

?
$

1,000

?

5,500

$ 15,500

?

Stockholders’ equity
Capital stock

?

Retained earnings

?

Total stockholders’
equity
Total Liabilities and
equity

?

$114,000
15,000

?

?

?

119,000

$ 149,500

?

$ 150,000

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Accounting Cycle Exercises I

Problem 3

Problem 3
Prepare Bologna’s income statement, statement of retained earnings, and balance sheet for the year
ending December 31, 20X5
...
Be sure to prepare proper
headings and dates on each financial statement
...
com

13

Accounting Cycle Exercises I

Problem 3

BOLOGNA COMPANY

Ending retained earnings

Assets

  Total assets
Liabilities

  Total liabilities
Stockholders’ equity

  Total stockholders’ equity
  Total liabilities and equity

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Month 16
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Accounting Cycle Exercises I

Problem 4

Problem 4
Scream Clean Company provided the following very limited set of data
...
The company was formed
at the beginning of January, 20X6 by issuing $350,000 of capital stock
...
The company’s 20X9 dividends were equal to 50% of the 20X9 net income
...
000

Dividends, 20X8

52
...
000

  Total liabilities, December 31, 20X8

770
...
500

Expenses, 20X7

154
...
000

Dividends, 20X6

35
...
750
...
000

Worksheet 4
• 20X6

• 20X7

• 20X8

• 20X9

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Accounting Cycle Exercises I

Problem 4

• 20X8
Total equity, December 31, 20X8

$ 735,000

Less: Capital stock

350,000

Retained earnings, December 31, 20X8

$ 385,000

Less: Retained earnings, December 31, 20X7

280,000

Increase in retained earnings during 20X8

$ 105,000

Plus: Dividends paid during 20X8

52,500

Net income for the year ending December 31, 20X8

$ 157,500

• 20X9
  Total liabilities, December 31, 20X8

$ 770,000

Plus: Increase in liabilities during 20X9

175,000

  Total liabilities, December 31, 20X9

$ 945,000
$ -

  Total assets, December 31, 20X9

$ 1,750,000

Less:   Total liabilities, December 31, 20X9

945,000

Total equity, December 31, 20X9

$ 805,000

Less: Capital stock

350,000

Retained earnings, December 31, 20X9

$ 455,000

Less: Retained earnings, December 31, 20X8

385,000

Increase in retained earnings during 20X9

$ 70,000

The 20X9 net income was $140,000
Proof:
Dividends = Net Income X 50%
Increase in Retained Earnings = Net Income - Dividends
thus:
$70,000 = Net income - (Net income X 50%)
$70,000 = 0
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19

Accounting Cycle Exercises I

Problem 5

Problem 5
Rajagopul Corporation is a newly formed company
...
Prepare an income statement, statement of retained earnings, and balance sheet immediately
following each of these consecutive transactions
...
Issued capital stock for $100,000 cash
...
Purchased building for $240,000, making a $40,000 down payment and signing a
promissory note payable for the balance
...
Paid   Wages expense of $10,000
...
Provided   Services to customers for $30,000 cash
...
Paid   Utilities expense of $4,000
...
Reduced note payable with an $16,000 cash payment (ignore interest costs)
...
Provided   Services to customers on account, $20,000
...
Incurred   Wages expense of $6,000, to be paid in the future
...
Collected $8,000 on an outstanding account receivable
...
Declared and paid dividend of $12,000
...
com

20

Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #1
Assets
Cash

$ -

Accounts receivable

-

Building

-

  Total assets

$ -

Liabilities
Wages payable

$ -

Notes payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

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Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #3)
Revenues
  Services to customers

$ -

Expenses
 Wages

$ -

 Utilities

-

Net income

$ -

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #3)
Beginning retained earnings

$ -

Plus: Net income

$ -

Less: Dividends

-

Ending retained earnings

$ -

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #3
Assets
Cash

$ -

Accounts receivable

-

Building

-

  Total assets

$ -

Liabilities
Wages payable

$ -

Notes payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

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Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #5)
Beginning retained earnings

$ -

Plus: Net income

$ -

Less: Dividends

-

Ending retained earnings

$ -

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #5
Assets
Cash

$ -

Accounts receivable

-

Building

-

  Total assets

$ -

Liabilities
Wages payable

$ -

Notes payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

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Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #6
Assets
Cash

$ -

Accounts receivable

-

Building

-

  Total assets

$ -

Liabilities
Wages payable

$ -

Notes payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #7)
Revenues
  Services to customers

$ -

Expenses
 Wages

$ -

 Utilities

-

Net income

$ -

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Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #8)
Revenues
  Services to customers

$ -

Expenses
 Wages

$ -

 Utilities

-

Net income

$ -

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #8)
Beginning retained earnings

$ -

Plus: Net income

$ -

Less: Dividends

-

Ending retained earnings

$ -


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Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #8
Assets
Cash

$ -

Accounts receivable

-

Building

-

  Total assets

$ -

Liabilities
Wages payable

$ -

Notes payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #9)
Revenues
  Services to customers

$ -

Expenses
 Wages

$ -

 Utilities

-

Net income

$ -

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #9)
Beginning retained earnings

$ -

Plus: Net income

$ -

Less: Dividends

-

Ending retained earnings

$ -

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Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #10)
Revenues
  Services to customers

$ -

Expenses
 Wages

$ -

 Utilities

-

Net income

$ -

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #10)
Beginning retained earnings

$ -

Plus: Net income

$ -

Less: Dividends

-

Ending retained earnings

$ -

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #10
Assets
Cash

$ -

Accounts receivable

-

Building

-

  Total assets

$ -

Liabilities
Wages payable

$ -

Notes payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

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000

$ 100,000

Total assets
Liabilities
Wages payable

$

Notes payable

-

Total liabilities

$

-

Stockholders’ equity
Capital stock

$ 100,000

Retained earnings

-

Total stockholders’ equity

100,000
$ 100,000

Total liabilities and equity

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000

Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #2)
Revenues
  Services to customers

$ -

Expenses
 Wages

$ -

 Utilities

-

-

Net income

$ -

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #2)
Beginning retained earnings

$ -

Plus: Net income

$ -

Less: Dividends

-

Ending retained earnings

$ -

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #2
Assets
Cash

$

Accounts receivable

60,000
-

Cash increases
$ 40
...
000

$ 200,000

Building

Notes payable
increases
$ 200
...
com

35

Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #3)
Revenues
Services to customers

$

-

Expenses
Wages

$ 100,000

Utilities

-

10,000
$ (10,000)

Net income

Wages Expense
increases
$ 10
...
indd 1
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000

240,000
$ 290,000

Total assets
Liabilities
Wages payable

$

-

Notes payable

200,000

Total liabilities

$ 200,000

Stockholders’ equity
Capital stock

$ 100,000

Retained earnings

(10,000)

Total stockholders’ equity

90,000
$ 290,000

Total liabilities and equity

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #4)
Revenues
Services to customers

$

30,000

Expenses
Wages

$

10,000

Utilities

-

10,000
$

Net income

20,000

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #4)
Beginning retained earnings

$ -

Plus: Net income

20,000
$ 20,000

Less: Dividends

-

Ending retained earnings

$ 20,000

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000

Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Balance Sheet
As of Completion of Transaction #4
Assets
Cash

$

80,000

Accounts receivable

-

Building

Cash inreases
$ 30
...
com

38

Utilities Expense
increases
$ 4
...
000

240,000
$ 316,000

Total assets
Liabilities
Wages payable

$

Notes payable

200,000

Total liabilities

$ 200,000

Stockholders’ equity
Capital stock

$ 100,000

Retained earnings

16,000

Total stockholders’ equity

116,000
$ 316,000

Total liabilities and equity

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000

240,000
$ 300,000

Total assets
Liabilities
Wages payable

$

Notes payable

184,000

Total liabilities

$ 184,000

Stockholders’ equity
Capital stock

$ 100,000

Retained earnings

16,000

Total stockholders’ equity

116,000
$ 300,000

Total liabilities and equity

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000

Accounting Cycle Exercises I

Problem 5

RAJAGOPUL CORPORATION
Income Statement
For the Month (through transaction #7)
Revenues
Services to customers

$

50,000

Expenses
Wages

$

10,000

Utilities

4,000

14,000
$

Net income

Revenue
increases
$ 20
...
com

41

Accounts
receivable
increases
$ 20
...
000

RAJAGOPUL CORPORATION
Statement of Retained Earnings
For the Month (through transaction #8)
Beginning retained earnings

$ -

Plus: Net income

30,000
$ 30,000

Less: Dividends

-

Ending retained earnings

$ 30,000

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Wages Payable
increases
$ 6
...
000
Accounts
Receivable
decreases
$ 8
...
com

44

18,000

Dividends
increases
$ 12
...
000

240,000
$ 308,000

Total assets
Liabilities
Wages payable

$

Notes payable

6,000
184,000

Total liabilities

$ 190,000

Stockholders’ equity
Capital stock

$ 100,000

Retained earnings

18,000

Total stockholders’ equity

118,000
$ 308,000

Total liabilities and equity

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Accounting Cycle Exercises I

Problem 6

Problem 6
Glasgow Corporation provided the following listing of financial statement elements and their respective
balances
...
Unfortunately, the company
has been unable to locate its listing of assets, but all other information is complete, albeit in disarray
...

b) How much are   Total assets of the company, as of December 31, 20X9?
c) If you were told that assets included an accounts receivable of $7,500 for services provided
during 20X9, and that such transactions had been excluded in calculating the given
“revenue” amount, how would this influence your answer to part (a) above?

Worksheet 6
a) Revenue

$ 120,000

b)

c)

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This would result in an increase in net income (and therefore retained earnings
and total equity) to match the increase in   Total assets
...


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The company was formed by
Cliff Smithson with the goal of conducting geophysical support services related to natural gas drilling
operations in the Unita Basin region of eastern Utah
...

During the first year of operation, the company purchased land, buildings, and equipment in the amount
of $400,000, $1,000,000, and $600,000, respectively
...

During 20X3, the company signed contracts to deliver consulting services with a total value of $5,000,000
...
The other
$1,800,000 of work will not be performed until 20X4
...
The Smithson’s are quite confident
that the December billing will be collected in the normal course of business in early 20X4
...
com

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Accounting Cycle Exercises I

Problem 7

Expenses paid during 20X3 included rent ($280,000), Wages ($1,560,000), interest ($150,000), and
taxes ($430,000)
...

Smithson Exploration declared and paid dividends to shareholders in the amount of $150,000 during
20X3
...

a) Prepare an income statement for Smithson Corporation for the year ending
December 31, 20X3
...

c) Prepare calculations showing that cash is $1,780,000 as of December 31, 20X3
...


Worksheet
a) and
b)
SMITHSON CORPORATION
Income Statement
For the Year Ending December 31, 20X3
Revenues
  Services to customers

$ -

Expenses
 Rent

$ -

 Wages

-

  Interest

-

 Taxes

-

Net income

$ -

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50

Accounting Cycle Exercises I

Problem 7

Smithson CORPORATION
Balance Sheet
December 31, 20X3
Assets
Cash

$ -

Accounts receivable

-

Land

-

Building

-

Equipment

-

  Total assets

$ -

Liabilities
Rent payable

$ -

Wages payable

-

  Interest payable

-

Loan payable

-

  Total liabilities

$ -

Stockholders’ equity
Capital stock

$ -

Retained earnings

-

  Total stockholders’ equity

-

  Total liabilities and equity

$ -

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Accounting Cycle Exercises I

Problem 7

SMITHSON CORPORATION
Statement of Retained Earnings
For the Year Ending December 31, 20X3
Beginning retained earnings

$ -

Plus: Net income

688,000
$ 688,000

Less: Dividends

150,000

Ending retained earnings

$ 538,000

c)
Cash received:

$ 2,950,000

  From customers ($3,200,000 – $250,000)

2,000,000

  From stockholders

1,500,000

$ 6,450,000

  From lenders

Cash payments:
  For rent

$ 280,000

  For   Wages

1,560,000

  For interest

150,000

  For taxes

430,000

  For divindends

150,000

  For land, building, equipment

2,000,000

  For repayment of loans

100,000

Ending cash

4,670,000

$ 1,780,000

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54

Accounting Cycle Exercises I

Problem 8

Problem 8
Thai Company was formed on January 1, 20X1
...
Mr
...

THAI COMPANY
Income Statement
For the Year Ending December 31, 20X1
Revenues
  Services to customers

$ 105,000

Expenses
 Wages

$ 45,000

 Rent

18,000

Net income

3,000
$ 42,000

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Accounting Cycle Exercises I

Problem 8

Thai company
Statement of Retained Earnings
For the Year Ending December 31, 20X1
Beginning retained earnings

$ -

Plus: Net income

42,000
$ 42,000

Less: Dividends

-

Ending retained earnings

$ 42,000

THAI company
Balance Sheet
December 31, 20X1
Assets
Cash

$ 6,000

Accounts receivable

22,500

Equipment

75,000

  Total assets

$ 103,500

Liabilities
Rent payable

$ 1,500

Notes payable

45,000

  Total liabilities

$ 46,500

Stockholders’ equity
Capital stock

$ 15,000

Retained earnings

42,000

  Total stockholders’ equity

57,000

  Total liabilities and equity

$ 103,500

a) Is the company currently able to declare and pay the dividend? Why or why not?
b) Explain why net income can differ from cash provided by operations
...

d) Prepare a statement of cash flows for Thai Company for the year ending
December 31, 20X1
...
com

56

Accounting Cycle Exercises I

Problem 8

Worksheet 8
a)

b)

c)

d) At this point in your study, you will be challenged to prepare the following statement of cash
flows! If you avoid changing the formulas in column “F” of the electronic spreadsheet, you
should simplify your search for the correct answer
...
com

57

Accounting Cycle Exercises I

Problem 8

Solution 8
a) Thai is unable to pay a $42,000 dividend
...

b) In the short run, many things will cause net income to differ from cash provided by
operations
...
In Thai’s case, notice that $22,500 of the revenues have not yet been collected, as
evidenced by the increase in accounts receivable
...

c) A business will generate or expend cash from investing activities (like buying and selling
property, investment securities, and so forth)
...

d) At this point in their studies, most students will be challenged to prepare the following
statement of cash flows! The student worksheet includes substantial preformatting to aid the
process
...
The preparation and
use is the subject of a complete chapter much later in the book
Title: Accountin Cycle Excersise
Description: This book is the first of seven books which introduces the basic principles of accounting. It introduces accounting, the fundamental accounting equation, and four core financial statements. Students will learn the basics of accounting, such as debits and credits, the journal, and trial balance, income measurement, revenue and expense recognition, and the reporting cycle. With a foundation in these basics of accounting readers are introduced to financial statement preparation, the accounting cycle, closing entries, classified balance sheets, the importance of business liquidity, and the concept of the operating cycle.