Managerial Accounting Toolkit For a Limited Liability Sole Trader
Nadal, Guillem (2021)
Nadal, Guillem
2021
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2021112521621
https://urn.fi/URN:NBN:fi:amk-2021112521621
Tiivistelmä
I have conducted this project-based thesis in cooperation with Silvia Nadal, a limited
liability sole trader who provides services in Alcoi, Spain. The brand name behind her
project is Empatia Socioeducativa.
The thesis aims to help reduce her time spent doing general accounting duties but also
providing important financial information crucial for the company’s growth, by creating a
Managerial Accounting Toolkit. Consequently, the manager will be able to make more
accurate decisions.
The tool will enable the manager to spend as little time as possible with accounting or
billing duties but also it will show some key profitability ratios. This will help her
understand better how the business is going and it will give her more time on providing
better service to the customers.
The theoretical part in this project-based thesis will help understand the technical
concepts and set the basis for the tool while the empirical part will focus on creating the
Managerial Accounting Toolkit.
This toolkit is created on Microsoft Excel with Visual Basic for Applications (VBA), a
programming language integrated on Microsoft Office Applications such as Excel itself.
The features of the tool are a client database, sales budget, expense budget, general
financial budget, bill generator & database, profitability ratios for the company.
liability sole trader who provides services in Alcoi, Spain. The brand name behind her
project is Empatia Socioeducativa.
The thesis aims to help reduce her time spent doing general accounting duties but also
providing important financial information crucial for the company’s growth, by creating a
Managerial Accounting Toolkit. Consequently, the manager will be able to make more
accurate decisions.
The tool will enable the manager to spend as little time as possible with accounting or
billing duties but also it will show some key profitability ratios. This will help her
understand better how the business is going and it will give her more time on providing
better service to the customers.
The theoretical part in this project-based thesis will help understand the technical
concepts and set the basis for the tool while the empirical part will focus on creating the
Managerial Accounting Toolkit.
This toolkit is created on Microsoft Excel with Visual Basic for Applications (VBA), a
programming language integrated on Microsoft Office Applications such as Excel itself.
The features of the tool are a client database, sales budget, expense budget, general
financial budget, bill generator & database, profitability ratios for the company.