Accounting 101: An Introduction to the Field

Accounting is one of the most important internaltop management, and shareholders use these
aspects to any business that is to be financiallydocuments to make major business decisions.
successful in today’s market. It is the processFinancial accountants assemble an annual report
of documenting all relevant economic informationincluding balance sheets, income statement,
about a firm and communicating that informationstatement of cash flows, and statement of
to key players. Managers and Executives needchange in owners’ equity (or retained
accounting information to make decisions and runearnings). These documents are usually targeted
their business to achieve maximum profitability.to an external audience.
Shareholders need accounting information toFinancial statements are vital to the success of
make informed investments.any profitable business. Their purpose is to
There are many types of accounting that all haveformally record all financial activities of the
different roles in the business world. Probably thecompany or individual.  These statements
best-known and most ‘classic’ type ofsummarize in a standard format the financial
accountant is a CPA, or Certified Publicstatus of the company in both the short term
Accountant. A CPA has a very diverse client list.and the long term. There are four main types of
They can serve anyone including individuals,financial statements.
private firms, large publicly traded corporations,First, the balance sheet summarizes the
the government, or non-profit organizations. Theycompany’s total assets, liabilities and
can perform the role of an independent auditor,owners’ equity at a given point in time. This
tax advisor, or financial consultant.report is also known as the statement of financial
When performing an audit, a CPA will produce anposition. The balance sheet is used at the
independent auditor’s report that will tell thebeginning of year as a starting point. At the end
client four key pieces of information. First itof the year a new balance sheet will conclude the
identifies the documents that were audited andfiscal cycle. The other financial statements that will
describes that the purpose of this report is tobe discussed are used to fill in the gap, because a
express an opinion about the documents inlot can happen in a year.
questions. Next it explains the standards used toThe income statement summarizes the revenue
analyze the data. Third is the actual opinion of theand expenses for the year and highlights if the
auditor in regards to the financial documentscompany operated at a profit or at a loss. It is in
reviewed. Finally, the auditor elaborates on histhis report that the total gross income is defined
opinion regarding the effectiveness of the financialas well as all of the expenses that were incurred
reporting of the firm.along the way. The top line of the statement is
Another type of accountant is a CMA, or Certifiednet sales and the bottom line is net income.
Management Accountant. A CMA serves a smallerThe statement of change in owners’ equity,
customer base, because they typically work for aor statement of change in retained earnings also
single firm. The major role is to advise theanalyzes data over a time period. Typically this is
company on their financial management,over a fiscal year. The two major components of
accounting processes, and budgetary issues. Aowners’ equity are paid-in capital, or cash
CMA may work with individual employees of thatinvestments, and retained earnings, or the net
company, but their main function is to advise theincome less dividends. If retained earnings are
executives on the company’s completenegative because dividends have exceeded net
financial structure. They are often involved inincome, this is considered a deficit.
major decisions for the company.The final major financial statement commonly
A subset of managerial accounting is costused by shareholders is the statement of cash
accounting. A cost accountant works closely withflows. The purpose of this report is to follow the
the budget structure of a company. They arecompany’s cash activities during the year.
typically involved with determining the internalThis is mainly concerned with cash transactions
costs of many functions and the profitability ofpertaining to operating, investing, and other
the routine company operations.  Costfinancial activities.
accountants have a very future-oriented job inShareholders use the four major financial
that they are primarily concerned with usingstatements to make investment decisions and to
historical data to forecast what the prospectivesee what the company is doing with their money.
financial strength of the company will be.Executives and top management use statements
A third major type of accounting is a financialto make internal budgetary decisions and forecast
accounting. Financial accountants are primarilyout for the future success of the business. There
responsible for the preparations of the financialare many components that go into the financial
documents for review by the corporate decisionreporting for a company, and all information is
makers. Managerial accountants, cost accountants,vital to its continued financial health.