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    Accrual vs. Cash Accounting

    Accrual accounting records transactions when they happen economically; cash accounting waits until money moves. Public companies must use accrual — that is why the cash flow statement exists to reconcile back to cash.

    Definition

    Accrual accounting records revenues when earned and expenses when incurred, regardless of when cash changes hands. Cash accounting records transactions only when cash is received or paid. GAAP and IFRS require accrual accounting for publicly traded companies because it provides a more accurate picture of economic activity and financial position.

    A

    Accrual vs Cash Accounting

    Same transaction, different timing of recognition

    Event — December

    Sell $100K of goods on credit (Net 30 terms)

    Accrual Basis
    Revenue Recorded$100K
    Cash Received$0
    $100K revenue

    Revenue recognized at delivery — the earning event happened

    DR: Accounts Receivable $100K / CR: Revenue $100K

    Cash Basis
    Revenue Recorded$0
    Cash Received$0
    No revenue yet

    No cash received yet — nothing to record

    No journal entry

    Key insight: Under accrual accounting, revenue is recognized when earned (goods delivered, services performed), regardless of when cash changes hands. This is why GAAP requires accrual accounting for public companies — it better matches economic reality.

    ?

    Capitalize vs Expense

    The decision that shapes your financial statements

    Does the asset have a useful life > 1 year?

    YES

    Capitalize

    Record as asset on Balance Sheet. Depreciate $5M/year over 10 years.

    Year 1 IS Impact

    -$5M

    Only depreciation hits earnings

    NO

    Expense

    Full $50M charged to Income Statement in Year 1.

    Year 1 IS Impact

    -$50M

    Entire amount hits earnings

    Year 1 Earnings Impact: $50M Spend

    Capitalize-$5M
    Expense-$50M
    =

    Impact Comparison

    How the same $50M spend looks under each treatment

    MetricCapitalizeExpense

    Year 1 Pre-Tax Income Impact

    Capitalizing spreads cost; expensing takes full hit upfront

    -$5M
    -$50M

    Year 1 Net Income Impact

    At 25% tax rate, tax shield reduces the net hit

    -$3.8M
    -$37.5M

    Total Assets (Year 1)

    Capitalized asset sits on B/S (net of depreciation); expensed = nothing

    +$45M
    $0

    Year 1 Cash Flow

    Same cash outflow regardless — the distinction is purely accounting

    -$50M
    -$50M

    Year 2+ Income Impact

    Capitalizing means depreciation continues; expensing is done

    -$5M/yr
    $0

    Interview takeaway: Capitalizing inflates short-term earnings (higher Year 1 Net Income) but cash flow is identical. This is why analysts look at both the income statement and cash flow statement — companies can use capitalization policies to manage reported earnings.

    How Accrual Accounting Works

    Under accrual accounting, revenue is recorded when a sale is made (even if payment comes later, creating accounts receivable) and expenses are recorded when incurred (even if payment is deferred, creating accounts payable). This 'matching principle' aligns revenues with the expenses that generated them within the same period, providing a more accurate view of profitability.

    Why It Matters for Financial Analysis

    Accrual accounting creates timing differences between profits and cash. A company can report strong net income while burning cash (if receivables are growing and collections are slow), or generate strong cash flow while reporting losses (if it collected cash upfront for future services). This is why the cash flow statement — which reconciles net income to actual cash — is essential.

    The Bridge Between Accrual and Cash

    The cash flow from operations section starts with net income (accrual) and adjusts for non-cash items (D&A, SBC) and working capital changes (receivables, payables, inventory) to arrive at actual cash generated. Understanding this bridge is fundamental to financial modeling and one of the most tested concepts in interviews.

    Worked Example — With Real Numbers

    A consulting firm completes a $500K project in December but the client pays in February. Under accrual accounting: $500K revenue in December (with $500K accounts receivable). Under cash accounting: $500K revenue in February. The accrual method better reflects when the work was done.

    Key Takeaways

    1

    Accrual accounting matches economic events to the period they occur — required by GAAP

    2

    Cash accounting only records cash inflows and outflows — used by small businesses

    3

    The difference creates working capital items like accounts receivable and accounts payable

    4

    The cash flow statement bridges accrual-based net income to actual cash generation

    Common Mistakes in Interviews

    Assuming high net income means high cash generation — accrual accounting creates timing differences

    Not understanding why the cash flow statement starts with net income and adjusts for working capital

    Confusing accrual accounting with revenue recognition — accrual is the framework; revenue recognition is one application of it

    How Interviewers Test This

    This is the foundation of the 'walk me through the three financial statements' question. Know that accrual accounting creates the need for the cash flow statement, and be ready to explain how changes in working capital bridge the gap between net income and cash flow.

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