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JA Company Program – Record Keeping Case Study

Explore a case study of a company's record-keeping practices with a focus on Good Intentions paper forms used for HR, sales, finance, and overall company setup. Understand the importance of accurate documentation in corporate operations.

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JA Company Program – Record Keeping Case Study

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  1. JA Company Program – Record Keeping Case Study

  2. Good Intentions, a JA Company

  3. Paper Forms

  4. HR Give to Shareholder Retain in HR records

  5. SALES 3 part form: Customer Sales Sales Rep X Arthur Dent 155 Country Lane, Cottington Dec 7, 2017 Dec 7, 2017 Dec 7, 2017 Good Intentions Brock Lee 5 00 Round Tuit 3 15 00 $15.00

  6. FINANCE Good Intentions 5 Nov 23, 2017 7 $70 70 70 70 80.54 Materials & Supplies Alma Knack 80.54 Brock Lee Kate Moss Brock Lee Kate Moss

  7. Company Records Set Up

  8. Complete at the start of the business…. (and update as required)

  9. Company Membership Enter Ally Gater to complete the HR1 – Membership Info record

  10. Shareholder Information Enter Ally Gater as a common shareholder in the HR2 – Shareholder Info record Then enter Ken Tuckey as a preferred shareholder.

  11. Raw Materials (Variable Costs) Enter the Label materials cost to complete the FIN 1 – Product or Service Cost record

  12. JA Invoices and Other Fixed Expenses Use this information to complete the FIN 2 - Break Even Point & Pricing record Enter salaries for 5 managers and 1 director. Enter various pricing options and select $5.00 as the price per unit.

  13. Company Information Enter the COMPANY NAME, PRODUCT/SERVICE, SHARE PRICE, PAYROLL INFO, and other details on the PRES1 – Company Information record Many of these cells are referenced on other sheets so it is important they are completed. NOTE: Since the Break-even point was calculated to be 132 units, the company set a production and sales goal of 175 units.

  14. Weekly Entry

  15. Enter the attendance for Week 8 Jed I. Knight is absent. Ally Gator has decided she can no longer attend. All other company members are present.

  16. Enter the number of units produced for Week 6 24 units were produced 1 unit was written off (it was given to JA as a sample)

  17. Enter the number of units sold, returned, • and checked out for Week 7 • Ella Vater sold 5 units • Brock Lee brought back 3 units unsold • All other company members sold 2 units • 8 units were sold at a company Trade Show • All company members checked out 4 units

  18. Enter Share Revenue of $70 for Week 5 • Record $45.79 worth of Raw Materials purchased by Ella Vater in week 6 • Enter Sales Income for 13 sales in Week 7 • Record cheque issued to Ella Vater for $45.79 in Week 7 • Make sure the Finance Worksheet and Banking Record balance!

  19. Reporting Periods

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