Accounting – case report analysis


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Suggested Case Report Format


Introduce team and give a brief overview of case facts

2. — What is the significant problem?

 A statement of pertinent facts about the problem, including such information as  the following:

A. Background

B. Evolving complexity of the situation.

C. Persons or groups involved and their roles.

C. Financial management issue(s) to be addressed in the case.

D. Other appropriate data inherent in the case.


Indicate specifically all source materials texts, magazine articles used in resolving the problem. Students are encouraged to use library and Internet sources for their review. Include a minimum of three (4) references from reputable journals or books.


A. Description of analysis

i. Rationale for method of analysis

ii. Any key assumptions made in the analysis

iii. Illustration of method or process used

B. Quantitative and qualitative results


(Use library and Internet sources where appropriate)

A. Specific recommendation– What should the organization do?

i. What have other organizations done?

B. What implementation problems might be encountered?

(Examples from the literature?)

C. Caveats, limitations of your analysis

i. What requires more study? What is uncertain in your analysis?

ii. What are the weaknesses in your analysis?


A. What should the audience remember about the case?

B. Future managerial and policy implications?

Well organized and thoroughly-developed case study executive summary report should be 6-8 pages. 

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