[Insert Company Name] Investor Report Prepared by [Your Name] Instructions: Replace all text in brackets with your own information. 1 Introduction [Outline your company’s business and your vision for its future.] 2 Introduce the company and its business. What is your vision for the future of the business? What do you hope to achieve? Where do you see the company in five years or ten? 2 Purpose [Explain the purpose of this report and what you hope to convey about the company and its financials.] 3 [What do you plan to communicate, and why should your investors pay attention? In other words, try to persuade your investors that the accounting information you are about to share is important.] 3 Methods and Approach [Explain some management accounting methods and how your report and the data it represents adheres to industry standards and the AICPA code of ethics.] 4 [Explain some management accounting methods you used to determine your costing strategy, evaluate your financial information, etc., and explain how your methods of generating information adhere to industry standards and AICPA’s code of ethics. In other words, why should your investors trust that you are delivering accurate financial data and that your decision-making process has been ethical?] 4 Financial Strategy 5 5 Costing System [Outline why the job order costing system works best for the business.] 6 [Explain in detail the use of job order costing for this business. Why is it suited for your business? Be sure to compare and contrast the various costing systems you learned about in this course as part of your defense.] 6 Selling Prices [List the selling price you chose for each product.] 7 [Explain and defend the selling prices that you established for each product. Why did you choose these selling prices? Be sure to reference your cost-volume-profit analysis in your defense] 7 Contribution Margin [Copy and paste your completed table from the “Contribution Margin Analysis” tab of your Project Workbook.] 8 [Share and explain your contribution margin per unit. How did you arrive at these numbers? Be sure to reference your cost-volume-profit analysis in your defense. ] 8 Target Profits [Copy and paste the completed table from the “Break-Even Analysis” tab of your Project Workbook.] 9 [Specify the break-even points you determined for achieving different target profit levels. Then, explain and defend the target profits you selected for each area of your business. Be sure to reference your cost-volume-profit analysis in your defense.] 9 Financial Statements 10 10 Statement of Cost of Goods Sold [Copy and paste your table from the “COGS” tab of your completed Project Workbook.] 11 [Compare the actual cost of goods sold over the last month and evaluate the company’s performance against the budgeted benchmarks. Are the numbers close to what you expected? Interpret the performance and explain what happened.] 11 Income Statement [C ...

1. [Insert Company Name]
Investor Report
Prepared by [Your Name]
Instructions: Replace all text in brackets with your own
information.
1
Introduction
[Outline your company’s business and your vision for its
future.]
2
Introduce the company and its business. What is your vision for
the future of the business? What do you hope to achieve? Where
do you see the company in five years or ten?
2
Purpose
[Explain the purpose of this report and what you hope to convey
about the company and its financials.]
3

2. [What do you plan to communicate, and why should your
investors pay attention? In other words, try to persuade your
investors that the accounting information you are about to share
is important.]
3
Methods and Approach
[Explain some management accounting methods and how your
report and the data it represents adheres to industry standards
and the AICPA code of ethics.]
4
[Explain some management accounting methods you used to
determine your costing strategy, evaluate your financial
information, etc., and explain how your methods of generating
information adhere to industry standards and AICPA’s code of
ethics. In other words, why should your investors trust that you
are delivering accurate financial data and that your decision-
making process has been ethical?]
4
Financial Strategy
5
5
Costing System
[Outline why the job order costing system works best for the

3. business.]
6
[Explain in detail the use of job order costing for this business.
Why is it suited for your business? Be sure to compare and
contrast the various costing systems you learned about in this
course as part of your defense.]
6
Selling Prices
[List the selling price you chose for each product.]
7
[Explain and defend the selling prices that you established for
each product. Why did you choose these selling prices? Be sure
to reference your cost-volume-profit analysis in your defense]
7
Contribution Margin
[Copy and paste your completed table from the “Contribution
Margin Analysis” tab of your Project Workbook.]
8
[Share and explain your contribution margin per unit. How did
you arrive at these numbers? Be sure to reference your cost-
volume-profit analysis in your defense. ]
8

4. Target Profits
[Copy and paste the completed table from the “Break-Even
Analysis” tab of your Project Workbook.]
9
[Specify the break-even points you determined for achieving
different target profit levels. Then, explain and defend the
target profits you selected for each area of your business. Be
sure to reference your cost-volume-profit analysis in your
defense.]
9
Financial Statements
10
10
Statement of Cost of Goods Sold
[Copy and paste your table from the “COGS” tab of your
completed Project Workbook.]
11
[Compare the actual cost of goods sold over the last month and
evaluate the company’s performance against the budgeted
benchmarks. Are the numbers close to what you expected?

5. Interpret the performance and explain what happened.]
11
Income Statement
[Copy and paste your table from the “Income Statement” tab of
your completed Project Workbook.]
12
[Based on your income statement, logically interpret the
business’s performance against the provided benchmarks. Did
the company do as well as expected? Explain what happened.]
12
Variances
[Copy and paste your table from the completed “Variances” tab
of your Project Workbook.]
13
[Illustrate the variances observed between the planned and
actual values for the direct labor time and the direct materials
price for collars. What changed?]
13
Significance of Variances
[Share a summary of your variance analysis. Were the variances
favorable or unfavorable?]
14

6. [Evaluate the significance of the variances. Are the variances
favorable or unfavorable? What does it mean? Explain whether
and how your evaluation will affect your budgeting and
planning decisions for the next month or quarter.]
14
References
[Include any references cited in your paper in full APA format.
Don’t forget to include in-text citations as well.]
15
Competencies
In this project, you will demonstrate your mastery of the
following competencies:Describe how managerial accounting
supports management information systemsUtilize managerial
accounting techniques and models to support an organization’s
strategic planExplain how managerial accounting is used to
make decisions about short-term business opportunities, capital
investments, and evaluating operational performanceScenario
Your business has been open for a month, and you have
prepared an income statement and completed a variance analysis
on the data. Now you will meet with investors and a few other
internal stakeholders to share your company’s progress over the
past month and how it has performed with respect to your cost
and budget projections. The investors would like to see the
thought process behind your financial strategy and how your
company has performed in its first month. They have therefore
asked you to present a report that includes the costing and
income data from your Project Workbook.Directions
Submit a detailed report to your potential investors and other
stakeholders to explain and defend your costing strategies and
to share your business’s performance to date. Your report can

7. be in the form of a PowerPoint presentation or a Word
document (based on the templates provided in the What to
Submit section). In either format, be sure to effectively
communicate with your stakeholders by breaking down concepts
and using investor-friendly language to build their trust and
confidence. If you choose to do a PowerPoint presentation,
you’ll need to include speaker notes for each slide.Introduction:
Provide a short overview of your company and the purpose of
this report.
Business Overview: Name your company and describe its
business and your vision for its future.Purpose of the Report:
Explain the purpose of the report and describe why the
information is important.Methods and Approach: Explain the
management accounting methods you used for generating the
information that you are about to share in terms of your
adherence to industry standards and the American Institute of
Certified Public Accountants (AICPA) code of ethics.Financial
Strategy: Review your original business plan and costing
strategies.
Costing System: Justify the use of job order costing for this
business. Be sure to compare and contrast the various costing
systems you learned about in this course as part of your
defense.Selling Prices: Share and explain the selling prices you
established for each of your products. Be sure to reference your
cost-volume-profit analysis in your defense.Contribution
Margin: Share and explain your contribution margin per unit. Be
sure to reference your cost-volume-profit analysis in your
defense.Target Profits: Identify your break-even points for
achieving different target profits. Then explain the target profits
you selected for each area of your business. Be sure to reference
your cost-volume-profit analysis in your defense.Financial
Statements: Using the information in the Milestone Two Market
Research Data Appendix, assess your financial performance to
date.
Statement of Cost of Goods Sold: Share the statement of cost of
goods sold and logically interpret the business’s performance

8. against the provided benchmarks.Income Statement: Share the
income statement and logically interpret the business’s
performance against the provided benchmarks.Variances:
Illustrate all variances for the direct labor time and the
materials price.Significance of Variances: Evaluate the
significance of the variances in terms of the potential to impact
future budgeting decisions and planning. What to Submit
To complete this project, you must submit the following:
Investor Report PowerPoint Template
Use this template to submit a PowerPoint presentation with
speaker notes. Sources should be cited according to APA style.
OR
Investor Report Word Template
Use this template to submit an 8- to 10-page Word document.
Sources should be cited according to APA style.Supporting
Materials
The following resource(s) may help support your work on the
project:
Resource: PowerPoint Office 365
This set of tutorials from Infobase provides helpful information
on the basic features of Microsoft PowerPoint. Use the table of
contents to select the tutorials that best suit your needs.Project
RubricCriteriaExemplary (100%)Proficient (85%)Needs
Improvement (55%)Not Evident (0%)ValueIntroduction:
Business OverviewExceeds proficiency in an exceptionally
clear, insightful, sophisticated, or creative mannerIdentifies the
name of the company and describes its business and
visionShows progress toward proficiency, but with errors or
omissions; areas for improvement may include describing the
company’s business or its visionDoes not attempt
criterion5Introduction: Purpose of the ReportExceeds
proficiency in an exceptionally clear, insightful, sophisticated,
or creative mannerExplains the purpose of the presentation and
describes why the accounting information is importantShows
progress toward proficiency, but with errors or omissions; areas
for improvement may include describing the importance of the

9. accounting informationDoes not attempt criterion5Introduction:
Methods and ApproachExceeds proficiency in an exceptionally
clear, insightful, sophisticated, or creative mannerExplains
management accounting methods for generating information,
and explains them in terms of adherence to industry standards
and the AICPA code of ethicsShows progress toward
proficiency, but with errors or omissions; areas for
improvement may include providing adequate details regarding
adherence to the industry standards or AICPA code of
ethicsDoes not attempt criterion10Financial Strategy: Costing
SystemExceeds proficiency in an exceptionally clear, insightful,
sophisticated, or creative mannerJustifies the use of job order
costing for this business; compares and contrasts the various
costing systems as part of the defenseShows progress toward
proficiency, but with errors or omissions; areas for
improvement may include comparing various costing systems to
defend the use of job order costingDoes not attempt
criterion10Financial Strategy: Selling PricesExceeds
proficiency in an exceptionally clear, insightful, sophisticated,
or creative mannerIdentifies and explains the established selling
prices; references the cost-volume-profit analysisShows
progress toward proficiency, but with errors or omissions; areas
for improvement may include using the cost-volume-profit
analysis to explain the established selling pricesDoes not
attempt criterion10Financial Strategy: Contribution
MarginExceeds proficiency in an exceptionally clear, insightful,
sophisticated, or creative mannerExplains the chosen
contribution margin per unit; references cost-volume-profit
analysisShows progress toward proficiency, but with errors or
omissions; areas for improvement may include explaining the
contribution margin using the cost-volume-profit analysisDoes
not attempt criterion10Financial Strategy: Target
ProfitsExceeds proficiency in an exceptionally clear, insightful,
sophisticated, or creative mannerIdentifies break-even points
for achieving target profits; explains selected target profits for
each area of the business; references the cost-volume-profit

10. analysisShows progress toward proficiency, but with errors or
omissions; areas for improvement may include adequately
describing the selected target profits; using the cost-volume-
profit analysisDoes not attempt criterion10Financial Statements:
Statement of Cost of Goods SoldExceeds proficiency in an
exceptionally clear, insightful, sophisticated, or creative
mannerShares the statement of cost of goods sold and logically
interprets the business’s performance against the provided
benchmarksShows progress toward proficiency, but with errors
or omissions; areas for improvement may include correctly
interpreting the business’s performance based on the actual cost
of goods soldDoes not attempt criterion10Financial Statements:
Income StatementExceeds proficiency in an exceptionally clear,
insightful, sophisticated, or creative mannerShares the income
statement and logically interpret the business’s performance
against the provided benchmarksShows progress toward
proficiency, but with errors or omissions; areas for
improvement may include correctly and logically interpreting
the income statementDoes not attempt criterion10Financial
Statements: VariancesExceeds proficiency in an exceptionally
clear, insightful, sophisticated, or creative mannerIdentifies all
variances for the direct labor time and the materials priceShows
progress toward proficiency, but with errors or omissions; areas
for improvement may include identifying and sharing all
variancesDoes not attempt criterion5Financial Statements:
Significance of VariancesExceeds proficiency in an
exceptionally clear, insightful, sophisticated, or creative
mannerEvaluates the significance of the variances in terms of
the potential to impact future budgeting decisions and planning
correctlyShows progress toward proficiency, but with errors or
omissions; areas for improvement may include correctly
evaluating the significance and explaining how it impacts future
planningDoes not attempt criterion10Articulation of
ResponseExceeds proficiency in an exceptionally clear,
insightful, sophisticated, or creative mannerClearly conveys
meaning with correct grammar, sentence structure, and spelling,

11. demonstrating an understanding of audience and purposeShows
progress toward proficiency, but with errors in grammar,
sentence structure, and spelling, negatively impacting
readabilitySubmission has critical errors in grammar, sentence
structure, and spelling, preventing understanding of
ideas5Total:100%