Accounting Principles and Relationships

Accounting Principles

The basic accounting principles governing financial statement preparation are crucial for firm performance. These statements assume the company’s continued operation. Key principles include:

  • Accrual: Records transactions when they occur, not when cash changes hands.
  • Consistency: Maintains consistent criteria over time, with changes disclosed.
  • Prudence: Applies caution in estimates, recognizing benefits at the closing date and losses as soon as known.
  • Non-Compensation: Prohibits offsetting assets, liabilities, expenses, and income.
  • Materiality: Allows flexibility for insignificant items.

Accounting Relationships: PGC Groups

The PGC (General Accounting Plan) categorizes financial elements into groups:

Group 1: Basic Financing

Includes equity and long-term debt, used to finance permanent assets and working capital.

Group 2: Fixed Assets

Long-term assets, including establishment costs and deferred expenses.

Group 3: Inventories

Goods, raw materials, work-in-progress, finished products, byproducts, waste, and recovered materials.

Group 4: Trade Payables and Receivables

Short-term assets and liabilities from the company’s usual activity and receivables from the government.

Group 5: Financial Accounts

Short-term debts and credits from non-operating activities and liquid assets.

Group 6: Purchases and Expenses

Procurement of goods and services, expenses, inventory changes, and extraordinary losses.

Group 7: Sales and Income

Sales of goods and services, other income, inventory changes, and extraordinary gains.

Working Capital

Working Capital is the portion of current assets funded by non-current liabilities and equity. It represents the resources needed to fund operations between paying suppliers and receiving payments. A shorter period between these events reduces the required working capital.

Formula: Working Capital (WC) = Current Assets (CA) – Current Liabilities (CL)

Alternatively: WC = (Equity + Non-Current Liabilities) – Non-Current Assets

Working capital signifies:

  • Resources needed for business activity.
  • Permanent resources used to achieve operational stability.

General Accounting Plan (GAP) Structure

The GAP is divided into five sections:

  • Conceptual Framework: General rules for accounting entries, ensuring a true and fair view of the company.
  • Rules of Recording and Valuation: Asset valuation rules.
  • Annual Accounts: Instructions for preparing financial statements.
  • Chart of Accounts: Standardized names and codes for all financial elements.
  • Definitions and Accounting Relationships: Content and function of all company accounts.