Transparency Master 16(1)-1

FINANCIAL ACCOUNTING AND MANAGERIAL ACCOUNTING

Financial Accounting

1.External Focus: Primarily reports results of
business operations to persons "outside" the
company

2.Reports historical data

3.Must follow generally accepted accounting
principles

Managerial Accounting

1.Internal Focus: Reports information used by management in overseeing daily operations of company

2.Reports historical data and budgets or estimates for the future

3.Reports more detailed information

4.Not restricted by generally accepted accounting principles

5.Usefulness to management is guiding principle

Transparency Master 16(1)-2

WRITING EXERCISE

Why is it permissible to violate generally accepted accounting principles when preparing reports used strictly by company management?

Transparency Master 16(1)-3

CERTIFICATE IN MANAGEMENT ACCOUNTING (CMA)

Professional credential available to management accountants with a bachelor's degree and 2 years of work experience in managerial accounting. An accountant with an associate’s degree may take the CMA exam by earning a score of 50% or better on the Graduate Records Examination (GRE).

Must complete a 2-day examination covering the following:

1.Economics, finance, and management

2.Financial accounting and reporting

3.Management reporting, analysis, and behavioral issues

4.Decision analysis and information systems

Must earn 30 hours of continuing professional education credit every year to maintain certificate.

Transparency Master 16(1)-4

MANUFACTURING COSTS

Direct Materials—materials and component parts that become an integral part of the final product. These materials can be traceddirectly to a finished unit of product.

Direct Labor—cost of wages paid to employees who work directly on the product.

Factory Overhead—all other costs incurred in making the product. These costs include the following:

1.General manufacturing costs that cannot be traced directly to the product:

Utilities (heating, lighting)

Depreciation on machines

Property taxes

Insurance

2.Indirect Labor—wages/salaries paid to workers who are necessary to keep the factory running, but do not work directly on the product:

Maintenance workers

Janitorial staff

Factory personnel department

Plant manager and supervisors

3.Indirect Materials—materials used in the manufacturing process that do not end up in the final product:

Materials used to test machines

Lubrication used on machines

NOTE:Direct materials and direct labor costs may be treated as factory overhead costs if they are insignificant.

Transparency Master 16(1)-5

MANUFACTURING COSTS

Product Costs

Direct Direct Factory

Materials Labor Overhead

Conversion Costs

Transparency Master 16(1)-6

COSTS INCURRED BY A MANUFACTURING COMPANY

Product CostsPeriod Costs

Direct Direct FactorySellingAdministrative

Materials Labor OverheadExpensesExpenses

Conversion Costs

Transparency Master 16(1)-7

Statement of Cost of Goods Manufactured

Work in process inventory, beginning of period $XXX

Direct Materials:

Materials inventory, beginning of period $XXX

Purchases XXX

Cost of materials available for use $XXX

Less materials inventory, ending XX

Cost of materials placed in production $XXX

Direct labor XXX

Factory overhead:

Indirect labor $XXX

Depreciation on factory equipment XXX

Factory utility expenses XXX

Total factory overhead XXX

Total manufacturing costs added XXX

Total manufacturing cost $XXX

Less work in process inventory, ending XX

Cost of goods manufactured $XXX

Transparency Master 16(1)-8

Income Statement

Sales $XXX

Cost of good sold:

Finished goods inventory, beginning $XXX

Cost of goods manufactured XXX

Cost of finished goods available for sale XXX

Less finished goods inventory, ending XXX

Cost of goods sold XXX

Gross profit $XXX

Operating expenses:

Selling expenses $XXX

Administrative expenses XXX

Total operating expenses XXX

Net income $XXX