Lesson: 4

Topic: Introduction to the Balance Sheet

Objectives:

During this lesson the class will examine the structure, and the function, of the Balance Sheet. We will also examine a few of the accounts that would typically be placed within a Balance Sheet, such as:

Consider once again the structure of the Accounting Equation:

Assets
=
Liabilities
+
Owner's Equity

Now consider how this structure might be expressed in a form.

We could place assets on the left side, and then place liabilities and owner's equity on the right side. According to the equation, the left side of the balance sheet would then have to equal the right side of the balance sheet. (Hence the name "Balance" Sheet.)

Assets
Liabilities

Owner's Equity

Example

Assets
Liabilities
Cash$1,500.00Bank Loan$3,000.00
Equipment2,500.00Total Liabilities3,000.00
Furniture500.00
Owner's Equity
Capital$1,500.00
______________
Total Assets$4,500.00Total L & O.E.$4,500.00
==============


Method of Instruction and Evaluation:

After a Socratic lesson guided by the PowerPoint entitled Exploring the Balance Sheet, the student will complete the following exercises:

Complete problem 2 on page 25 within your text.

No text book? No problem! Here's the question:

The New Western Company in Fort Frances, Ontario, owned by Guy Albrecht, had the following assets and liabilities on March 31, 200_. Prepare a balance sheet for the company as of that date.

  • Bank, $1,896.00
  • Tasty Beverages (debtor), $750.00
  • Food Haven (debtor), $400.00
  • Metro mall (debtor), $1,235.00
  • Supplies, $850.00
  • Furniture and Equipment, $75,840.00
  • Trucks, $35,000.00
  • Land, $50,000.00
  • Building, $140,000.00
  • Household Finance Company (creditor), $19,345.00
  • General Trading Company, (creditor), $2,356.00
  • Lightning Electronics, (creditor), $3,378.00
  • Bank Loan, $10,000.00
  • Mortgage Payable, $75,000.00

Resources: balance sheet  

References:


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