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You are a Consultant for the professional service firm,PBC. Your firm specialize

ID: 2482570 • Letter: Y

Question

You are a Consultant for the professional service firm,PBC. Your firm specializes in providing a wide variety of internal business solutions for different clients. One of the partners in your practice would like to give back to the community through helping a non-for-profit company, Guardian Angel, prepare a master budget without charging them service fees. She asks you to take the lead on this engagement with the hope that a successful outcome may lead to your promotion to Senior Consultant. You take the background files from the partner and get started.

Guardian Angel is a non-for-profit organization that helps give street youth a second chance by providing them with business clothing and teaching them work related skills. The company is getting ready for a fundraiser by selling crystal angle wing key chains. The information below about Guardian Angel’s operations has been assembled to assist budget preparation. The company is preparing its master budget for the first quarter of 2014. The budget will detail each month’s activity and the activity for the quarter in total. The master budget will be based on the following information:

Additional Information

·         Selling price is $60 per unit in 2013 and will not change for the first two quarters of 2014.

Actual and estimated sales are as follows:

Actual 2013

Estimated 2014

November: 10,000 units

January: 11,000 units

December: 12,000 units

February: 10,000 units

March: 13,000 units

April: 11,000 units

May: 10,000 units

·         The company produces enough units each month to meet that month’s sales plus a desired inventory level equal to 20% of next month’s estimated sales. Finished Goods inventory at the end of 2011 consisted of 2,200 units at a variable cost of $33 each.

·         The company purchases enough raw materials each month for the current month’s production requirement and 25% of next month’s production requirements. Each unit of product requires 5 kilograms of raw material at $0.60 per kilogram. There were 13,500 kilograms of raw materials in inventory at the end of 2013. Guardian Angel pays 40% of raw material purchases in the month of purchase and pays the remaining 60% in the following month.

·         Each unit of finished product requires 1.25 labor-hours. The average wage rate is $16 per hour.

·         Variable manufacturing overhead is 50% of the direct labor cost.

·         Credit sales are 60% of total sales. The company collects 50% of the credit sales during the first month following the month of sale and 50% during the second month.

·         Fixed overhead cost (per month):

Factory supervisor’s salary

$75,000

Factory insurance

$1,400

Factory Rent

$8,000

Depreciation of factory equipment

$1,200

·         Total fixed selling and administrative expenses are as follows

Advertising

$300

Depreciation

$9,000

Insurance

$250

Salaries

$4,000

Other

$14,550

·         Variable selling and administrative expenses consist of $4 for shipping and sales commissions of 10% of sales.

·         The company is going to acquire assets for use in the sales office at a cost of $300,000, which will be paid at the end of January 2014. The monthly depreciation expense on the additional capital assets will be $6,000.

The balance sheet as of December 31, 2013, is as follows:

Assets

Cash

$80,000

Accounts receivable

$612,000

Inventory: raw materials

$8,100

Finished goods

$72,600

$80,700

Plant and equipment

$1,000,000

Less: accumulated depreciation

$(100,000)

$900,000

Total Assets

$1,672,700

Liabilities and Equity

Accounts payable

$24,000

6% long term notes payable

$900,000

Common shares

$735,000

Retained earnings

$13,700

Total liabilities and equity

$1,672,700

·         All cash payments except purchases of raw materials are made monthly as incurred.

·         All loan repayments and borrowings, when appropriate, occur at the end of each month.

·         All interest on borrowed funds is paid at the end of each month at the rate of 6% per year.

·         Loan repayments and borrowings, when appropriate, may be made in any amount.

·         A minimum cash balance of $30,000 is required at the end of each month.

Having a better grasp of the client and information required in order to prepare a master budget, you get to work on solving the client’s needs.

Required:

Prepare the following budgets for the first three months of 2014:

1.    Sales budget

2.    Production budget

3.    Raw materials purchases budget

4.    Direct labor and manufacturing overhead budget

5.    Selling and administrative budget

6.    Budgeted income statement (using variable costing). Ignore income taxes.

7.    Cash budget

Actual 2013

Estimated 2014

November: 10,000 units

January: 11,000 units

December: 12,000 units

February: 10,000 units

March: 13,000 units

April: 11,000 units

May: 10,000 units

Explanation / Answer

sales budget

Production Budegt

Raw materials purchases budget

13500* => (10800 *5) *25%

Direct labor Budget

manufacturing overhead budget

Selling and administrative budget

Budgeted income statement

Materail => 5*0.6 => $3

Labour => 1.25*16 => 20

Overhead => 1.25*(340000/42500) => 10

Total => 33

Particulars jan Feb Mar Total Sales Units 11000 10000 13000 Seeling Price 60 60 60 Total Sales 660000 600000 780000