Collapsible List

Chapter Name: Develop the small retail business financials

Description:This chapter addresses the creation of financial statements, including income statements, balance sheets, and cash flow statements.

Purpuse:To teach businesses how to prepare and understand financial statements that reflect the health of the business.

Rational:Financial statements are vital for monitoring business performance, making strategic decisions, and attracting investors or securing loans.


Chapter Assessment


Scope of Practical Skill

Key Requirement 1: Calculate the break-even point of the business

Calculate the sales needed to cover all costs.

Key Requirement 2: Draw up a Cash flow statement

Summarize all cash inflows and outflows for a period.

Key Requirement 3: Draw up an Income statement

Report income, costs, and profit/loss over a period.

Key Requirement 4: Develop a Balance sheet

Show business financial position using assets, liabilities, and equity.


Assessment Questions


Assessment 1 : Calculations are performed to determine the break-even point of the business

Learner must calculate at what point revenue covers total costs.



Assessment 2 : A Cash flow statement is drawn

Learner must present cash inflows and outflows over a period.



Assessment 3 : An Income statement is drawn

Learner must compile a profit and loss statement.



Assessment 4 : A Balance sheet is developed

Learner must summarize assets, liabilities, and equity.