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Assignment #2- Case Study: Forecasting Financial Statements & Ratios Due Sunday Week 5 100 Points Students will construct a set of forecasted financial statements and

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Assignment #2- Case Study: Forecasting Financial Statements & Ratios Due Sunday Week 5 100 Points Students will construct a set of forecasted financial statements and calculate a set of financial ratios for a start-up business. Note: Please read the documents related to forecasting financial statements under Documents & Resources in Week 4. Additionally, search online for information regarding forecasting financial statements. [Don't skip this step! It will provide background context and insight into what you'll be doing for this assignment.] You will notice that there are many methods to use to forecast financials. Some are quantitative while others are qualitative. Often times, a mix of the two are used. There is no one exact way to perform forecasting. For the purpose of this assignment, you will be relying on the directions given under "Forecasting Assumptions' to complete the Excel workbook. Case Overview Janelle Higgins has decided to start her own event planning business (JH Events) in the upcoming year. She believes that she has an innovative business model and is seeking a business loan. Therefore, Janelle is in the process of putting together a business plan. As part of her business plan, Janelle must include forecasted financial statements for the first 5 years. The forecasted financial statements to be included are: Income Statement, Balance Sheet, and Statement of Cash Flows. Janelle must also include a set of calculated ratios along with an overall assessment on the projected health of the company.Forecasting Assumptions . First year sales are projected to be $150,000 and grow 3% for the next two years and 5% in year 4 and 5. . Cost of sales are projected to be 45% of revenue in the first year and is expected to grow at the same rate as sales. Advertising expenses are projected to be 4% of each year's projected revenue. . Janelle will need to rent equipment for the events she puts on. She has an agreement with a rental company for a flat rate of $500 per month and is sufficient to cover all of her estimated events. Starting in Year 3, she expects to be able to handle more events and the rental rate will increase to $750 per month. Janelle plans to start off by hiring 2 people to work the events with her. Each person will be paid $100 per event and is expected to work 4 events per month. After Year 3, Janelle plans to hire 2 additional people. (At this point, each person will be paid $100 per event and is expected to work 3 events per month). . Office rent is estimated to be a flat rate of $1,200 per month.Utilities for the rented office space are estimated to be $300 per month. The office space Janelle plans to rent is unrrnished. She plans to purchase $15,000 worth of rrniture and fortunes at the beginning of Year 1. The furniture and xtures will have auseful life of 15 years. Janelle will also need to buy some computers and other ofce equipment that she will purchase for $10,000 also at the beginning of Year 1. The oice equipment will have a useful life of 5 years. Both the furniture and xtures as well as the equipment will be depreciated on a straightline basis (Assume zero salvage value for calculations). HINT: Fixed Assets Accumulated Depreciation = 'Net' Fixed Assets Janelle is asking for a 3year bank loan for $60,000 to be funded on Day] of Year 1. The estimated interest on the loan is 3% (assume simple interest). She will pay the loan back in $20,000 installments starting in Year 2. Interest is due at the end of each year and paid in January of the following year. {Assume interest is paid on the principal balance still outstanding at yearend}. The tax rate for JH Events is 35%. Taxes for the year just ended are paid in the first quarter of the following year. Janelle will invest $30,000 of her mun money and om family and iends, before the beginning of the year, to start the business. This $3 0,000 investment of capital is also the beginning bank balance of Year 1. Schedule of expected yearend balances of selected accounts: Accounts 10,000 12,000 8,000 6, 000 10,000 Receivable Payable Deposits At the end of Year 2, Janelle will purchase an insurance policy to help cover the business. The policy has a term of 3 years and coverage starts at the beginning of Year 3. The policy costs $12,000. During Year 3, Janelle plans to personally invest $10,000 of additional capital into the business. Chart of Accounts All accounts listed here should be included in your financial statements. Cash Accounts Receivable Prepaid Insurance Furnitures & Fixtures Equipment Accounts Payable Customer Deposits Interest Payable Taxes Payable Bank LoanCapital Retained Earnings Revenue Cost of Sales Advertising Equipment Rental Wages Office Rent Utilities Insurance Expense Depreciation Interest Expense Income Taxes Additional Instructions You must use the given Excel template attached to this assignment. The three financial statements are interconnected. Where applicable, reference the appropriate cells from other tabs. Also, use formulas within the cells where applicable. (Instructors may deduct points for not using cell references and formulas.) There are some formulas already included in various cells - do not alter these formulas. Some cells have additional notes (cells marked with a red triangle in the upper right-hand corner; hover over the triangle to see the note).Ii Review.r Chapter 4 for helpil information in completing the Cash Flow.r Statement. 35* The shaded areas are for data input. (NOTE: You will need to enter formulas to calculate subtotals on the 'Cash Flow Statement\" tab for each major category) 3* On each tab there is an area to keep track of the various assumptions. The column labeled 'Assumptions' is to make note of any numbers= percentages, etc. relevant to that line item. The column labeled 'Assumption Explanations' is to help keep track of the Forecasting Assumptions ' from above. (You can copyr and paste the assumptions onto the relevant line item). On the \"Ratio-5' tab there is an area to layout the formulas and shovtr your work. 3;... There is a grading area on each tab that is being calculated as you input information Please use this area to see where any mistakes are being made

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