Module 1 – CaseFinancial ReportingAssignment OverviewCompare Traditional Reporting vs. TBL Reporting
Traditional reporting focuses solely on financial performance, while Triple Bottom Line (TBL) reporting evaluates financial, social, and environmental impacts, providing a broader view of a company’s sustainability and long-term value creation.
In analyzing trends over five years of financial data for the company created in SLP 1, you will identify patterns, fluctuations in revenue, expenses, profitability, and potential growth areas to assess the company’s financial health and forecast future performance.
SLP 1 Must be Completed Before Case 1
Module 1 Case Resources
What Is a Bottom Line in Accounting, and Why Does It Matter?Consider triple bottom line reporting and sustainability-related KPIsWhat Are Profitability Trends?How To Conduct Financial Analysis for Your CompanyTriple Bottom Line: Integrating Ethical Practices for Sustainable GrowthDriving corporate growth through social impactEmergence of impact accounting: The journey to apply monetary values to environmental, social & human capital
Case Assignment
Use the Financials run in SLP 1
Screenshot the 2 queries and paste them into a second Word document that must be uploaded with your assignment. A screenshot is different than copying and pasting. Your assignment will not be graded without the screenshots.
How to take screenshots on Windows 11
Take a screenshot on your Mac
Differences in Scope
How does traditional financial reporting (Income Statement and Balance Sheet) differ from TBL reporting in terms of the information presented and the scope of analysis? (1/2 page) Research required
Decision-Making
How does TBL reporting help stakeholders (e.g., managers, investors, employees) make more informed decisions compared to traditional financial reporting alone? (1/2 page) Research required
Long-Term Impact
In what ways does TBL reporting provide a more comprehensive view of a business’ long-term sustainability and overall performance? (1/2 page) Research required
Importance of Integrating TBL
Discuss the importance of integrating TBL into managerial decision-making. How does TBL provide insights into areas that traditional financial reports might overlook? (1/2 page) Research required
Ethical Considerations
Reflect on the ethical implications of reporting only financial performance versus adopting a TBL approach that considers social and environmental impacts. (1/2 page) Research required
5-Year Comparative Analysis
You will analyze the 5-year financials. Research is required to support the analysis. This may also include data about the industry and economic trends.
Revenue and Profit Trends
Copy and paste the Figures from ChatGPT or create visuals from the data. How to cite ChatGPT.
Analyze the trends in revenue, operating profit, and net profit over the past 5 years. What patterns do you observe?
Discuss the business’ revenue growth, changes in profitability, and any significant fluctuations in performance. (1 page)
Social Impact Trends
Copy and paste the Figures from ChatGPT or create visuals from the data.
Evaluate the business’ social investments over the last 5 years. Has there been an increase or decrease in these investments? How can these investments affect the business’ performance and reputation? (3/4 page)
Environmental Impact Trends
Copy and paste the Figures from ChatGPT or create visuals from the data.
Analyze the business’ environmental costs and sustainability efforts over the 5-year period. How can these efforts impact the business’ costs and long-term viability? Discuss how these investments can lead to measurable cost savings or improved operational efficiency. (3/4 page)
Overall Financial Health
Copy and paste the Figures from ChatGPT or create visuals from the data.
Based on the 5-year trends, assess the business’ overall financial health. Are there any financial risks or opportunities that the business should address moving forward? (1 page)
NOTE: You are not permitted to ask ChatGPT to write the content. If the assignment is written by AI, a zero will be awarded and no resubmission will be accepted.
Since you are engaging in research, be sure to cite each paragraph and add a reference list in APA format. NOTE: failure to use research with accompanying in-text citations to support content will result in a score of 60% for each grading criterion. This is a research-based, professional paper, not a personal one based on feelings. It must be written in the third person. This means words like “I,” “we,” and “you” are not appropriate. No quotations are permitted in this paper. The excessive use of quotes will directly impact performance since this indicates a lack of comprehension and shows that you may not have mastered the concepts.
Need help with the reference list format or citation format?
- Free Citation Generator (APA)
- “Full citation” is for the Reference list. In-text citation is used in the written paragraph.
Assignment Expectations
Use the ACC501 Case 1 APA-formatted template to create your submission.
- The template is set up in APA 7: double-spacing, font, margins, headings, page breaks, APA help links.
Your submission will include:
- Trident University International’s cover page
- A paper with APA citations (2- to 3-sentence Overview, 6-page body, 2- to 3-sentence conclusion). Page counts do not include content, data, tables, or graphs from ChatGPT.
- The reference list page in APA format
- A Word file containing screenshots from ChatGPT. The assignment will not be graded unless this is submitted.
