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Davis Products, a rapidly growing distributor of home gardening equipment, is fo

ID: 2597302 • Letter: D

Question

Davis Products, a rapidly growing distributor of home gardening equipment, is formulating its plans for the coming year. Carol Jones, the firm's marketing director, has completed the following sales forecast. Month Sales Month Sales $1,501,000 $1,501,000 $903,800 July anuary February $1,001,200 August March 903,800 September $1,604,500 $1,604,500 $1,252,100 November $1,501,000 1,700,900 1,150,300 October May une $1,407,500 December Phillip Smith, an accountant in the Planning and Budgeting Department, is responsible for preparing the cash flow projection. He has gathered the following information. All sales are made on credit. Davis's excellent record in accounts receivable collection is expected to continue, with 60% of billings collected in the month after sale and the remaining 40% collected two months after the sale Cost of goods sold, Davis's largest expense, is estimated to equal 40% of sales dollars. Seventy percent of inventory is purchased one month prior to sale and 30% during the month of sale. For example, in April, 30% of April cost of goods sold is purchased and 70% of May cost of goods sold is purchased All purchases are made on account. Historically, 75% of accounts payable have been paid during the month of purchase, and the remaining 25% in the month following purchase ·Hourly wages and fringe benefits, estimated at 30% of the current month's sales, are paid in the month incurred General and administrative expenses are projected to be $1,565,600 for the year. A breakdown the expenses follows. All expenditures are paid monthly throughout the year, with the exception of taxes, which are paid in four equal installments at the end of each quarter Salaries and fringe benefits Advertising Property taxes Insurance Utilities Depreciation Total 323,800 374,300 145,100 194,600 178,400 349,400 1,565,600 Operating income for the first quarter of the coming year is projected to be $323,100. Davis is subject to a 40% tax rate. The company pays 100% of its estimated taxes in the month following the end of each quarter . Davis maintains a minimum cash balance of $50,000. If the cash balance is less than $50,000 at the end of the month, the company borrows against its 12% line of credit in order to maintain the balance. All borrowings are made at the beginning of the month, and all repayments are made at the end of the month (in increments of $1,000). Accrued interest is paid in full with each principal repayment. The projected cash balance on April 1 is $50,300

Explanation / Answer

               

Cash Receipts Budget

April

May

June

Total Cash Receipts

February Sales

400480

400480

March Sales

542280

361520

903800

April Sales

690180

460120

1150300

May Sales

751260

751260

Totals

942760

1051700

1211380

3205840

Accounts receivable at the end of second

quarter of 2015

1908340

Purchase Budget

April

May

June

Total Purchase

April COGS

138036

138036

May COGS

350588

150252

500840

June COGS

394100

168900

563000

July COGS

420280

420280

Totals

488624

544352

589180

1622156

               

Cash Payments Budget

April

May

June

Total Purchase

March Purchases

107635

107635

April Purchases

366468

122156

488624

May Purchases

408264

136088

544352

June Purchases

441885

441885

Totals

474103

530420

577973

1582496

Accounts payable at the end of second

quarter of 2015

105070

CASH BUDGET

April

May

June

Quarter

Beginning cash balance

50300

50000

50000

50300

Cash received from accounts receivables

942760

1051700

1211380

3205840

Total

993060

1101700

1261380

3256140

Cash Outflows

Payment to accounts payable

474103

530420

577973

1582496

Wages and fringe benefits

345090

375630

422250

1142970

Salaries and fringe benefits

26983

26983

26983

80950

Advertising

31192

31192

31192

93575

Property Taxes

36275

36275

Insurance

16217

16217

16217

48650

Utilities

14867

14867

14867

44600

Tax

129240

129240

Total

1037691

995308

1125756

3158756

Excess/-Deficient cash

-44631

106391

135624

97384

Finance required

94631

94631

Less:

Interest on April's borrowed amount

1893

401

2294

Principal repayment

54498

40133

94631

Closing cash balance

50000

50000

95090

95090

               

Cash Receipts Budget

April

May

June

Total Cash Receipts

February Sales

400480

400480

March Sales

542280

361520

903800

April Sales

690180

460120

1150300

May Sales

751260

751260

Totals

942760

1051700

1211380

3205840

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