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Lecture Managerial accounting for managers (4e) - Chapter 9: Profit planning - TRƯỜNG CÁN BỘ QUẢN LÝ GIÁO DỤC THÀNH PHỐ HỒ CHÍ MINH

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A continuous budget is a A continuous budget is a 12-month budget that rolls 12-month budget that rolls forward one month (or quarter) forward one month (or quarter). as the current mont[r]

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PowerPoint Authors:

Susan Coomer Galbreath, Ph.D., CPA Charles W Caldwell, D.B.A., CMA Jon A Booker, Ph.D., CPA, CIA Cynthia J Rooney, Ph.D., CPA

Copyright © 2014 by The McGraw-Hill Companies, Inc All rights reserved. Profit Planning

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Budgeting

A budget is a detailed quantitative plan for

acquiring and using financial and other resources over a specified forthcoming time period.

1 The act of preparing a budget is called

budgeting.

2 The use of budgets to control an

organization’s activities is known

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Planning and Control

Planning –

involves developing objectives and

preparing various budgets to achieve those objectives.

Planning –

involves developing objectives and

preparing various budgets to achieve those objectives.

Control

involves the steps taken by management to

increase the likelihood that the objectives set down

while planning are attained and that all parts of the

organization are working together toward that goal.

Control

involves the steps taken by management to

increase the likelihood that the objectives set down

while planning are attained and that all parts of the

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Advantages of Budgeting

Advantages

Define goals Define goals and objectives and objectives

Uncover potential Uncover potential

bottlenecks bottlenecks Coordinate

Coordinate activities activities Communicate

plans

Means of allocating Means of allocating

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Responsibility Accounting

Managers should be Managers should be held responsible for

held responsible for

those items - and

those items - and onlyonly

those items - that they

those items - that they

can actually control

can actually control

to a significant extent.

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Choosing the Budget Period

Operating Budget

2011 2012 2013 2014

Operating budgets ordinarily Operating budgets ordinarily

cover a one-year period cover a one-year period

corresponding to a corresponding to a

company’s fiscal year Many company’s fiscal year Many

companies divide their companies divide their

annual budget annual budget into four quarters into four quarters

Operating budgets ordinarily Operating budgets ordinarily

cover a one-year period cover a one-year period

corresponding to a corresponding to a

company’s fiscal year Many company’s fiscal year Many

companies divide their companies divide their

annual budget annual budget into four quarters into four quarters

A continuous budget is a A continuous budget is a 12-month budget that rolls 12-month budget that rolls forward one month (or quarter) forward one month (or quarter)

as the current month (or as the current month (or

quarter) is completed quarter) is completed A continuous budget is a

A continuous budget is a

12-month budget that rolls

12-month budget that rolls

forward one month (or quarter)

forward one month (or quarter)

as the current month (or

as the current month (or

quarter) is completed

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Self-Imposed Budget

A self-imposed budget or participative budget is a budget that is prepared with the full cooperation and participation of

managers at all levels

S u p e r v is o r S u p e r v is o r M id d l e

M a n a g e m e n t

S u p e r v i s o r S u p e r v i s o r M id d le

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