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What factors will be most important in reaching an agreement on the terms for a $500,000 equity investment that will be appealing to both you and to your equity partner(s)?
How will demonstrate to potential investors that your business model is viable and worthy of the investment risk?
Beyond capital infusion, what would you look for in identifying an equity partner?
If your investor were also willing to fund a (partial) private loan, would you be interested in this and, if so, under what terms? Remember, your potential partner is a savvy investor who has other options, so you must consider “realistic” terms that provide an attractive risk/reward scenario and not just an arrangement that is lopsided in your favor.

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Company Overview: Identify the company you selected and provide a brief overview of its business.

Is it a manufacturing, merchandising, or service organization?

Costing Methods: Compare the job order and process costing methods and explain how each of these can be applied to the company.

How could the costs differ if one method is chosen over the other?

Factory Overhead: Outline possible indirect or overhead costs the company may need to account for and identify the type of costing the company might use for these costs.

If the company decides to use activity-based costing (ABC), what are some activity bases (cost drivers) it might use to allocate these costs?

Recommendation: Based on your analysis, recommend a costing method for the company, and explain why you think this method will work best for the business.

What to Submit
Submit your assignment as a 2- to 4-page Microsoft Word document. Sources should be cited according to APA style.
Module Three Assignment Rubric
CriteriaExceeds ExpectationsMeets ExpectationsPartially Meets ExpectationsDoes Not Meet ExpectationsValueCompany OverviewN/AIdentifies the company selected and provides a brief overview of its business, including specifying whether it is a manufacturing, merchandising, or service organization (100%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include providing a clear company overview and specifying the nature of the business (85%)Does not attempt criterion (0%)10Costing MethodsExceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner (100%)Compares the job order and process costing methods; explains how each of these can be applied to the selected company; specifies how the costs would be affected in each method (85%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include adequately describing the two costing methods and how they can be applied to the company and specifying how the costs would differ if one method is chosen over the other (55%)Does not attempt criterion (0%)30Factory OverheadOutlines possible indirect or overhead costs the company may need to account for; identifies the type of costing the company might use for these costs; identifies more than one activity base the company may use if it chooses ABC to allocate overhead costs (100%)Outlines possible indirect or overhead costs the company may need to account for; identifies the type of costing the company might use for these costs; identifies at least one activity base the company may use if it chooses ABC to allocate overhead costs (85%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include listing relevant and plausible overhead costs for the selected business; identifying a costing method for allocating the overhead costs; and identifying correct activity bases for use with the ABC method (55%)Does not attempt criterion (0%)30RecommendationExceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner (100%)Recommends a costing method for the company; uses sound reasoning to explain why this method will work best for the business (85%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include using clear, sound reasoning to explain why the recommended costing method would work best (55%)Does not attempt criterion (0%)20Clear CommunicationExceeds expectations with an intentional use of language that promotes a thorough understanding (100%)Consistently and effectively communicates in an organized way to a specific audience (85%)Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding (55%)Shows no evidence of consistent, effective, or organized communication (0%)5Citations and AttributionsUses citations for ideas requiring attribution, with few or no minor errors (100%)Uses citations for ideas requiring attribution, with consistent minor errors (85%)Uses citations for ideas requiring attribution, with major errors (55%)Does not use citations for ideas requiring attribution (0%)5Total:100%

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10 multiple choice questions aout AI role in accounting. This is an opportunity for you to practice communicating somewhat complex accounting requirements or proposed accounting requirements to non-accountants. You will spend the majority of your time “at work” communicating with non-accountants. Each question should begin with a couple of sentences explaining an accounting requirement related specifically to your research topic. Then you ask the respondent’s opinion (e.g., agree or disagree).

Write 3 paragraphs in APA from with 3 scholarly references in relation to your questions.

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1a. The Sarbanes-Oxley Act of 2002 (SOX) was enacted in response to high-profile corporate accounting scandals, such as those involving Enron and WorldCom, which revealed major flaws in financial reporting practices and audit oversight. Among its most impactful provisions is Section 404, which obligates both management and external auditors to assess and disclose the effectiveness of a company’s internal controls. Although implementation can be expensive—especially for smaller companies—this requirement has played a key role in enhancing transparency and minimizing the risk of fraud (Williams, Bettner, & Smith, 2023). In addition, Section 302 holds CEOs and CFOs personally responsible for verifying the accuracy of financial statements, promoting greater executive accountability.

Another major improvement introduced by SOX was the establishment of the Public Company Accounting Oversight Board (PCAOB), which ended the self-regulation of the auditing industry. The PCAOB now oversees audit firms and enforces auditing standards, thereby restoring credibility to the financial reporting process (Williams et al., 2023). The Act also strengthened the role of audit committees and implemented whistleblower protections (Section 806), encouraging early detection of fraudulent activity and promoting a more ethical corporate environment.

Despite its strengths, SOX could be improved by scaling certain provisions—like Section 404—to reduce the burden on smaller companies without compromising control quality. It could also benefit from expanding into areas like mandatory ethics training and non-financial disclosures, such as ESG reporting, to align with modern investor expectations. While some argue that SOX may over-regulate certain aspects of the profession, its role in restoring public trust and reinforcing accountability in financial reporting remains a significant achievement (Williams et al., 2023).

Reference:

Williams, J., Bettner, M., & Smith, K. (2023). Financial & Managerial Accounting (eBook with Connect access). New York, NY: McGraw-Hill Education.

1b. The Sarbanes-Oxley Act of 2002 (SOX) was enacted to restore confidence in financial reporting after major corporate scandals like Enron and WorldCom revealed serious weaknesses in internal controls and ethical oversight. One of the most impactful provisions was the creation of the Public Company Accounting Oversight Board (PCAOB), which placed independent oversight on the auditing profession and helped rebuild trust in financial reporting. Another key provision is Section 302, which requires CEOs and CFOs to certify the accuracy of financial statements. This moved accountability to the top and discouraged executives from claiming ignorance when fraud occurs under their leadership (U.S. Government Publishing Office, 2002).

From the standpoint of responsible stewardship, SOX could have gone further by emphasizing continuous ethical training for financial executives and auditors. It might have also required companies to adopt stronger whistleblower protections with enforcement mechanisms that encouraged employees to report wrongdoing without fear of retaliation. These additions could further embed a culture of integrity in the profession.

One of the most debated provisions is Section 404, which mandates documentation and testing of internal controls. While important, its implementation has proven costly and burdensome for smaller firms. According to Williams, Bettner, and Smith, internal controls are essential for reliable financial reporting, but there must be a balance between effectiveness and excessive compliance costs. SOX significantly improved transparency and accountability, but like any regulation, there’s room for adjustment as the business environment evolves.

References

U.S. Government Publishing Office. (2002). Sarbanes-Oxley Act of 2002, Public Law 107–204, 116 Stat. 745. https://www.govinfo.gov/content/pkg/PLAW-107publ204/pdf/PLAW-107publ204.pdf

Williams, J. R., Bettner, M. S., & Smith, K. R. (2022). Financial & managerial accounting: The basis for business decisions (20th ed.). McGraw-Hill Education.

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JWI 599: Business Analytics and Capstone

Assignment 2
Assignment 2: Data Analysis Due: Monday, 9:00 am (eastern), Week 6 (Weight: 20%) Overview This assignment picks up where the last one left off. Having accurately framed the core problem/opportunity in Assignment 1, you will now turn your attention to collecting, organizing, and analyzing the data you are using to test your hypothesis. You are not yet ready to propose a specific action plan for your business. You will focus on evaluating what data you have and don’t have, and on identifying patterns, trends, and anomalies. Because you can never have complete data, your analysis must acknowledge what you know and what you don’t know. But, even with incomplete data, your actions must be reasonable given the time frame and resources you have. Those actions – your strategic plan – will be developed in Assignment 3. Instructions

For this assignment, you will build on your first assignment by including an additional 3 to 4 pages to present your analysis of the data. Your submission must include the work you did in Assignment 1 and must provide relevant and quantifiable data, models, calculations, and analysis. Use the topics below to organize this section of your Board Brief:

1. Data Sources and Reliability

a. What data were the most critical to the analysis of the problem/opportunity you identified in Assignment 1? Explain.

b. What sources did you use to gather the data?

c. How reliable and complete are the data you are using? What steps did you take to validate this?

d. What data are unknown (or unknowable) at this stage? How does this impact your analysis?

2. Data Tools and Analysis

a. Drawing from the “Types of Analysis” guide and other resources from the course, what tools and techniques have you used in your analysis? Why did you select these?

b. Applying the analysis tools to your selected data, what patterns, trends, and anomalies did you uncover?

c. How do these patterns, trends, and anomalies shed light on the problem/opportunity you identified?

d. Leveraging your work in the Discussion Questions and the guidance from our course materials, include charts, tables, and/or other visual supports to ensure that your data tells a clear story that your reader can easily understand.

JWI 599: Business Analytics and Capstone

Assignment 2

3. Conclusion and Action Items a. What does your analysis tell you about where you should focus your efforts to drive

meaningful improvement?

Formatting and Submission Requirements

• Submit your work in Word

• Include a cover page containing the title of the assignment, your name, your professor’s name, and the course title and date

• Include a references page with your sources

• The cover page and the references page are not included in the required page length

• Use professional font (Times New Roman or Arial), 10-12 font size, and double-space

• Headings are used to identify main topics and subtopics

• Paragraphs are separated by a single space

JWI 599: Business Analytics and Capstone

Assignment 2

Rubric: Assignment 2

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Explain the advantages and disadvantages of the telephone.
Use at least 1 source to support your key points.

Be sure to APA: Citing Within Your PaperLinks to an external site. and APA: Formatting Your References ListLinks to an external site. your credible source using APA StyleLinks to an external site..

Guided Response: You are expected to engage in this discussion on at least three separate days throughout the week. You must respond to at least two classmates in this discussion. Use this discussion as an opportunity to share ideas, ask questions, explore differences, and think critically about your assumptions.
Reply

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Read Chapter 9 of the course textbook, Management Communication.
Read Split Your Overwhelmed TeamsLinks to an external site..
Read Symmetry, Inclusion and Workplace Conflicts: Conflict Management Effects of Two Leadership Strategies on Employee Advocacy and DepartureLinks to an external site..

Management periodically engages in conflict resolution.€¯In a 250- to 300-word initial post,

Explain how the features of video conferencing programs can be used to enhance the conflict resolution process.
Interpret, from a management lens, how this€¯technology€¯might help with€¯rectifying€¯an€¯issue.
Use at least 1 source to support your key points.

Be sure to APA: Citing Within Your PaperLinks to an external site. and APA: Formatting Your References ListLinks to an external site. your credible source using APA StyleLinks to an external site..

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2. Consider whether the corporate decision to issue an earnings forecast is ethically appropriate when the company has some
reason to suspect the forecast is misleading and investors may make decisions using the misleading forecast.
Should a corporate decision be based on the kind of information Lungren picked up in his private life.
Is Unicomp’s forecast really misleading, or would investors be aware of the imminent shortage of parts from other
sources anyway? Does the investors’ “right to the truth” mean that a company must exercise great or moderate care to
ensure that its forecasts are accurate?
If it were you, would you
Issue no forecast,
Issue Lungren’s prepared forecast, or
Issue a different kind of forecast.
[Be honest as you are not graded on your ethical values, but more so on your ability to incorporate ethical considerations in your decisions]
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3.

In considering the ethically appropriate course of action for John to take, consider the following questions:
What are the personal/corporate pressures and constraints under which John is acting? Possible
responses:
– Financial pressures for his family.
– The probability that even if he refuses, the company will still issue the prepared forecast.
– The probability that the investment community will discount the forecast anyway.
– The probability that the “rumor” of impending shortages will shortly become public anyway.
Based on these constraints, is John justified in issuing the prepared forecast even if he believes it is not accurate?

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