Financial Toys

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Shared by: Linda Oliver
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Date: Account ASSETS August 2008 Description Opening Balance This Year YTD Debits YTD Credits YTD Movement Opening Balance This Period Current Period Debits Current Period Credits Current Period Movement Current Assets 1000 1100 1110 1199 1200 1900 Total Other Assets Cash and equivalents A/R - trade A/R - other Allowance for bad debts Inventory Other current assets Current Assets Fixed assets Accumulated depreciation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2000 2100 2900 Other assets Total Other Assets TOTAL ASSETS LIABILITIES & OWNERS' EQUITY Current Liabilities 3000 3100 3400 Total Accounts payable Accrued payroll Other current liabilities Current Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Liabilities 3500 Long-term notes 3900 Other liabilities Total Other Liabilities TOTAL LIABILITIES Owners' Equity 4000 4500 Total Revenue Capital stock Retained earnings Owners' Equity In Store sales Catalog sales Consulting sales Other revenue Revenue 5000 5200 5800 5900 Total Direct Expense © Copyright, 2006, Jaxworks, All Rights Reserved. Date: Account 6000 6100 August 2008 Description Direct material Direct labor Opening Balance This Year YTD Debits YTD Credits 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 YTD Movement 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Opening Balance This Period 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Current Period Debits 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Current Period Credits 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Current Period Movement 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6200 Other direct cost 6900 Sales and marketing Total Direct Expense Gross Profit Indirect Expense 5100 7000 7100 7200 7300 7500 7600 7700 7800 7400 Telephone sales Accounting and legal Communication & telephone Deprec & amortization Facilites and rent Office expense & misc Salaries Taxes - business Bad debt expense Interest expense 9990 Income taxes Total Indirect Expense Net Loss (Profit) TOTAL LIABILITIES & OWNERS' EQUITY © Copyright, 2006, Jaxworks, All Rights Reserved. Date: Account ASSETS August 2008 Description Closing Balance Current Assets 1000 1100 1110 1199 1200 1900 Total Other Assets Cash and equivalents A/R - trade A/R - other Allowance for bad debts Inventory Other current assets Current Assets Fixed assets Accumulated depreciation 0 0 0 0 0 0 0 0 0 0 0 0 2000 2100 2900 Other assets Total Other Assets TOTAL ASSETS LIABILITIES & OWNERS' EQUITY Current Liabilities 3000 3100 3400 Total Accounts payable Accrued payroll Other current liabilities Current Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Liabilities 3500 Long-term notes 3900 Other liabilities Total Other Liabilities TOTAL LIABILITIES Owners' Equity 4000 4500 Total Revenue Capital stock Retained earnings Owners' Equity In Store sales Catalog sales Consulting sales Other revenue Revenue 5000 5200 5800 5900 Total Direct Expense © Copyright, 2006, Jaxworks, All Rights Reserved. Date: Account ASSETS 6000 6100 August 2008 Description Direct material Direct labor Closing Balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6200 Other direct cost 6900 Sales and marketing Total Direct Expense Gross Profit Indirect Expense 5100 7000 7100 7200 7300 7500 7600 7700 7800 7400 Telephone sales Accounting and legal Communication & telephone Deprec & amortization Facilites and rent Office expense & misc Salaries Taxes - business Bad debt expense Interest expense 9990 Income taxes Total Indirect Expense Net Loss (Profit) TOTAL LIABILITIES & OWNERS' EQUITY © Copyright, 2006, Jaxworks, All Rights Reserved. Balance Date: Account ASSETS Current Assets Sheet Description August 2008 August 2008 1000 1100 1110 1199 1200 1900 Total Other Assets Cash and equivalents A/R - trade A/R - other Allowance for bad debts Inventory Other current assets Current Assets Fixed assets Accumulated depreciation 0 0 0 0 0 0 0 0 0 0 0 0 2000 2100 2900 Other assets Total Other Assets TOTAL ASSETS LIABILITIES & OWNERS' EQUITY Current Liabilities 3000 3100 3400 Total Other Liabilities Accounts payable Accrued payroll Other current liabilities Current Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 3500 Long-term notes 3900 Other liabilities Total Other Liabilities TOTAL LIABILITIES Owners' Equity 4000 4500 Capital stock Retained earnings Net Income Total Owners' Equity TOTAL LIABILITIES & OWNERS' EQUITY © Copyright, 2006, Jaxworks, All Rights Reserved. Balance Date: Account ASSETS Current Assets Sheet Description August 2007 August 2008 Change August 2008 1000 1100 1110 1199 1200 1900 Total Other Assets Cash and equivalents A/R - trade A/R - other Allowance for bad debts Inventory Other current assets Current Assets Fixed assets Accumulated depreciation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2000 2100 2900 Other assets Total Other Assets TOTAL ASSETS LIABILITIES & OWNERS' EQUITY Current Liabilities 3000 3100 3400 Total Other Liabilities Accounts payable Accrued payroll Other current liabilities Current Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3500 Long-term notes 3900 Other liabilities Total Other Liabilities TOTAL LIABILITIES Owners' Equity 4000 4500 Capital stock Retained earnings Net Income Total Owners' Equity TOTAL LIABILITIES & OWNERS' EQUITY © Copyright, 2006, Jaxworks, All Rights Reserved. Date: August 2008 Current Change YTD March 2000 YTD March 1999 YTD Change Account Description Cash Flow From Operations 0 1100 1110 1199 1200 1900 3000 3100 3400 Total 2900 2000 2100 Total 3500 3900 4000 Total Net Income Net change in Accounts receivable - trade Net change in Accounts receivable - other Net change in Allowance for bad debts Net change in Inventory Net change in Other current assets Net change in Accounts payable Net change in Accrued payroll Net change in Other current liabilities Cash Flow From Operations Increases in Other assets Decreases in Fixed assets Decreases in Accumulated depreciation Cash Flow From Investments Increases in Long-term notes Increases in Other liabilities Increases in Capital stock Cash Flow From Financing March 2000 February 2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cash Flow From Investments Cash Flow From Financing Total Cash Flow © Copyright, 2006, Jaxworks, All Rights Reserved. Date: April 1999 - March 2000 April 1999 May 1999 June 1999 Quarter 1, FY2000 July 1999 August 1999 September 1999 Quarter 2, FY2000 October 1999 Account Description Cash Flow From Operations 0 1100 1110 1199 1200 1900 3000 3100 3400 Total 2900 2000 2100 Total 3500 3900 4000 Total Net Income Net change in Accounts receivable - trade Net change in Accounts receivable - other Net change in Allowance for bad debts Net change in Inventory Net change in Other current assets Net change in Accounts payable Net change in Accrued payroll Net change in Other current liabilities Cash Flow From Operations Increases in Other assets Decreases in Fixed assets Decreases in Accumulated depreciation Cash Flow From Investments Increases in Long-term notes Increases in Other liabilities Increases in Capital stock Cash Flow From Financing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cash Flow From Investments Cash Flow From Financing Total Cash Flow © Copyright, 2006, Jaxworks, All Rights Reserved. Date: April 1999 - March 2000 November 1999 December 1999 Quarter 3, FY2000 January 2000 February 2000 March 2000 Quarter 4, FY2000 Account Description Cash Flow From Operations 0 1100 1110 1199 1200 1900 3000 3100 3400 Total 2900 2000 2100 Total 3500 3900 4000 Total Net Income Net change in Accounts receivable - trade Net change in Accounts receivable - other Net change in Allowance for bad debts Net change in Inventory Net change in Other current assets Net change in Accounts payable Net change in Accrued payroll Net change in Other current liabilities Cash Flow From Operations Increases in Other assets Decreases in Fixed assets Decreases in Accumulated depreciation Cash Flow From Investments Increases in Long-term notes Increases in Other liabilities Increases in Capital stock Cash Flow From Financing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cash Flow From Investments Cash Flow From Financing Total Cash Flow © Copyright, 2006, Jaxworks, All Rights Reserved. Date: April 1999 - March 2000 Total Account Description Cash Flow From Operations 0 1100 1110 1199 1200 1900 3000 3100 3400 Total 2900 2000 2100 Total 3500 3900 4000 Total Net Income Net change in Accounts receivable - trade Net change in Accounts receivable - other Net change in Allowance for bad debts Net change in Inventory Net change in Other current assets Net change in Accounts payable Net change in Accrued payroll Net change in Other current liabilities Cash Flow From Operations Increases in Other assets Decreases in Fixed assets Decreases in Accumulated depreciation Cash Flow From Investments Increases in Long-term notes Increases in Other liabilities Increases in Capital stock Cash Flow From Financing 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cash Flow From Investments Cash Flow From Financing Total Cash Flow © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: Mar-2000 Mar-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Feb-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Variance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 % Chg 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% YTD March 2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 YTD March 1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Variance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 % Chg 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: Mar-2000 Mar-2000 0 0 0 Feb-2000 0 0 0 Variance 0 0 0 % Chg 0.00% 0.00% 0.00% YTD March 2000 0 0 0 YTD March 1999 0 0 0 Variance 0 0 0 % Chg 0.00% 0.00% 0.00% Account Description Income Taxes 9990 Total Income taxes Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Apr-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 May-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jun-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 1, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jul-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Aug-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Apr-1999 0 0 0 May-1999 0 0 0 Jun-1999 0 0 0 Quarter 1, FY2000 0 0 0 Jul-1999 0 0 0 Aug-1999 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Sep-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 2, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Oct-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Nov-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dec-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 3, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Sep-1999 0 0 0 Quarter 2, FY2000 0 0 0 Oct-1999 0 0 0 Nov-1999 0 0 0 Dec-1999 0 0 0 Quarter 3, FY2000 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Jan-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Feb-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mar-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 4, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Jan-2000 0 0 0 Feb-2000 0 0 0 Mar-2000 0 0 0 Quarter 4, FY2000 0 0 0 Total 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: Q1 FY2000 - Q4 FY2000 Q1, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Q2, FY2000 Q3, FY2000 Q4, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: Q1 FY2000 - Q4 FY2000 Q1, FY2000 0 0 0 Q2, FY2000 Q3, FY2000 Q4, FY2000 0 0 0 0 0 0 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Apr-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 May-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jun-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 1, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jul-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Aug-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Apr-1999 0 0 0 May-1999 0 0 0 Jun-1999 0 0 0 Quarter 1, FY2000 0 0 0 Jul-1999 0 0 0 Aug-1999 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Sep-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 2, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Oct-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Nov-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dec-1999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 3, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Sep-1999 0 0 0 Quarter 2, FY2000 0 0 0 Oct-1999 0 0 0 Nov-1999 0 0 0 Dec-1999 0 0 0 Quarter 3, FY2000 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Jan-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Feb-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mar-2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Quarter 4, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Fiscal Year 2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: April 1999 - March 2000 Jan-2000 0 0 0 Feb-2000 0 0 0 Mar-2000 0 0 0 Quarter 4, FY2000 0 0 0 Fiscal Year 2000 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: Q1 FY2000 - Q4 FY2000 Q1, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Q2, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Q3, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Q4, FY2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Account Description Revenue 5000 5200 5800 5900 Total 6000 6100 6200 6900 Total In Store sales Catalog sales Consulting sales Other revenue Revenue Direct material Direct labor Other direct cost Sales and marketing Cost of Sales Cost of Sales Gross Profit Operating Expenses 5100 7000 7100 7200 7300 7400 7500 7600 7700 7800 Total N/A Total N/A Total Telephone sales Accounting and legal Communications and telephone Depreciation and amortization Facilities and rent Interest expense Office expense and miscellaneous Salaries Taxes - business Bad debt expense Operating Expenses Not Available Non-Operating Income Not Available Non-Operating Expenses Non-Operating Income Non-Operating Expenses Net Income before Taxes Income Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Income Statement Date: Q1 FY2000 - Q4 FY2000 Q1, FY2000 0 0 0 Q2, FY2000 0 0 0 Q3, FY2000 0 0 0 Q4, FY2000 0 0 0 Account Description 9990 Income taxes Total Income Taxes Net Income after Taxes © Copyright, 2006, Jaxworks, All Rights Reserved. Sales Chart Composition Cost of Sales By Product 8% 5% 10% 11% Product1 Product2 13% 16% Product3 Product4 Product5 Product6 16% 21% Product7 Product8 © Copyright, 2006, Jaxworks, All Rights Reserved. Revenue Expense Trend Chart Revenue-Expense Trend $700,000 $600,000 $500,000 Revenue $400,000 Cost of Sales $300,000 Gross Profit $200,000 Total Operating Expense $100,000 Net Income before Taxes $0 April 1999 May 1999 June 1999 July 1999 August 1999 September October 1999 November 1999 1999 December January 2000 1999 February 2000 March 2000 ($100,000) © Copyright, 2006, Jaxworks, All Rights Reserved. Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and ass documents, that cover a number of financial, accounting and sales functions. These are invalua Also included Free are: - business plan tools, including spreadsheets and excellent instructions - Excel functions glossary and guide; - free training courses for most Microsoft Office applications. These guides are in PDF format and rival commercial books! - comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms; - suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation; - Altman Z-Score (covering publicly and privately held firms, and small businesses); - and payroll analysis. If you are involved in financial analysis at any level, or want to learn more about MS Excel and suite this site is invaluable. JaxWorks Small Business Spreadsheet Factory spreadsheets, and associated MS Word, PDF and HTML ons. These are invaluable small business tools. ides are in y analysis, about MS Excel and other applications in the Office sheet Factory

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