Financial Statements: A Review

“That’s exactly what they don’t want. I’m beginning to notice that some of the investors don’t have a strong finance background, and the last thing we want to do is scare them off with too many financial figures” Mary explains. I would like for you to complete a presentation. However, I want you to keep it simple and clear. Using all 3 Financial Statements, please provide an analysis on Apix’s assets, liabilities, cash, and profit. As well, choose 2 additional components on each of the sheets, and provide your initial impression on the company financial situation. Do you think you could handle this?”

SHOULD BE  10–15 slides with MUST HAVE 150–200 words in the Notes page/Speakers Notes.




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Dauber, N. A., Siegel, J. G., & Shim, J. K. (1996). The vest-pocket CPA (2nd ed.). Upper Saddle River, NJ: Prentice Hall.

Fridson, M. S., & Alvarez, F. (2002). Financial statement analysis workbook: Step-by-Step exercises and tests to help you master financial statement analysis (3rd ed.). Hoboken, NJ: Wiley & Sons.

Gitman, L. J. (2006). Principles of managerial finance (11th ed.). Boston: Addison-Wesley.


Penson, S. H. (2004). Financial statement analysis and security valuation (2nd ed.). New York: McGraw-Hill/Irwin.

Reeve, J. M., Warren, C. S., &Duchac, J. (2011). Accounting using Excel for success. Mason, OH: Cengage/South-Western.

Shim, J. K., & Siegel, J. G. (1992). The vest-pocket CPA (2nd ed.). Upper Saddle River, NJ: Prentice Hall.


Wahlen, J. M., Baginski, S. D., & Bradshaw, M. (2011). Financial reporting, financial statement analysis, and valuation: A strategic perspective (6th ed.). Mason, OH: Cengage/South-Western.  

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