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Reading and using final accounts

IB Business Management • Unit 3

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👥 Who Uses Final Accounts and Why?

Final accounts (the income statement and balance sheet together) are used by many different stakeholders — each for their own reasons.


  • Managers — to make decisions about costs, pricing and strategy
  • Shareholders/owners — to assess profitability and decide on dividends
  • Banks and lenders — to decide whether to approve loans
  • Employees — to judge job security and argue for pay rises
  • Suppliers — to check if the business can pay its bills
  • Government/tax authorities — to calculate tax owed
Different stakeholders look at DIFFERENT parts of the accounts — banks focus on liquidity, shareholders on profit, employees on stability 🔍

🔍 What Final Accounts Reveal


From the income statement

  • Is the business profitable?
  • Are sales growing or declining?
  • Are costs under control?
  • How efficient is the business at converting revenue into profit?

From the balance sheet

  • What does the business own and what does it owe?
  • Can it pay its short-term debts (liquidity)?
  • How much debt does it have compared to equity (gearing)?
  • Is the business growing its asset base over time?
Income statement = PERFORMANCE over time (like a video 🎬). Balance sheet = POSITION at one moment (like a photo 📸).

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⚠️ Limitations of Final Accounts

While final accounts are essential, they don't tell the whole story about a business.


  • Historical data — they show the past, not the future
  • Window dressing — businesses may present figures in the best possible light
  • Non-financial factors ignored — staff morale, brand reputation, innovation
  • Inflation — asset values may be outdated
  • Different accounting methods — makes comparisons between businesses harder
  • One-off events — a single great or terrible year may not reflect the trend
In evaluation questions, always mention limitations — this shows the examiner you understand that accounts are useful but not perfect! 🎯

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