Preparing Comprehensive Bank Reconciliation with Theft and Internal Control Deficiencies
Scenario
Daisey Company is a very profitable small business- It has not, however given much
consideration to internal control- For example, in an attempt to keep clerical and office
expenses to a minimum, the company has combined the jobs of cashier and book-
keeper. As a result, Bret Turin handles all cash receipts, keeps the accounting
records, and prepares the monthly bank reconciliations-
The balance per the bank statement on October 31, 2017, was $18,380- Outstanding
checks were No- 62 for $140.75, No- 183 for $180, No- 284 for $253.25, No- 862 for
$190.71, No- 863 for $226-80, and No- 864 for $165.28- Included with the statement
was a credit memorandum of $185 indicating the collection of a note receivable for
Daisey Company by the bank on October 25-
This memorandum has not been recorded by Daisey-
The company's ledger showed one Cash account with a balance of $21,877-72- The
balance included undepositied cash on hand- Because of the lack of internal controls,
Bret took for personal use all of the undeposited receipts in excess of $3,795-51- He
then prepared the following bank reconciliation in an effort to conceal his theft of cash:
I have attached Daisy Company’s financial statement-
Assignment Steps (1 page of the problem solving on the Excel sheet and 4 pages of
the word document report)
Prepare a 1,050-word bank reconciliation report (hint: deduct the amount of the theft
from the adjusted balance per books) including the following:
0 Introduction
0 Indicate the three ways that Bret attempted to conceal the theft and the dollar
amount involved in each method-
0 What principles of internal control were violated in this case?
0 Conclusion