AccountingEducation

Writing a Case: How to Write a Case in Accounting

Part 5

During playback, it is also important to be alert for problems, weaknesses, challenges and all the new elements that have arrived during the current period. When the problem is, your understanding will allow you to distinguish the central problem and the separate situations that could generate, it is essential to make this distinction. Some problems are implied and not stated directly while reading the case, it is the understanding of the case that will detect them. However, applications are still evident and clear, there is no implicit demands. We should take a moment to analyze the problem and understand it. A good idea while reading and note in the margin or highlight all the important issues and information in context. This will not forget in the step of writing text and for the understanding of the case. It is essential to meet demand during the writing of a case if we want to succeed. There is no need to answer anything other than what the customer asks.

Having clearly identified demand, we can determine the axis of the application, which can be summarized as the thread that will guide the development of e solution. More than one axis of application may exist in one case, since many applications exist. Each application has mostly its own thread. If you follow the thread of requests, you will not leave the scope of the case and will not lose valuable time while writing the case.

The next step is to read the appendices, this time detailed and attentive. Having arrived at this stage, we already have a good understanding of the case and we will collect information to respond to requests. Financial statements are often presented in the appendix, it is essential to examine them. This is the schedule that should be read first as it will allow you to make connections with information present in the other annexes. Reading the financial statements, we seek to identify what is wrong with the company or which is unusual. Then we read the other annexes, which are often separated by clear and about which mostly refers to a problem or a specific situation in the company.

Usually each paragraph of the annexes is important and we do not give unnecessary information. Indeed, this information will supplement your understanding of the case. Do not neglect reading the latest schedules and last paragraphs, even though you are rushed, stressed or you wait to start writing, as if writers often tend to put important information. It is essential to try to link the information present in the text with the content of the annexes. It is also normal to go back as you read and reread whole paragraphs to better understand the situation, the reading of a case is not always linear like a novel.

Let us now annotations, which find their way into all the topics above. The purpose of an annotation is to find and identify information quickly, regardless of the annotation method you decide to use. A good idea is to surround annotation words / expressions important case. It is recommended to read the entirety of a paragraph before starting to surround the words. This will allow you to have a comprehensive understanding of the paragraph, to step back and to distinguish what is really important to what could be significant at first. It is also interesting, as mentioned earlier, to use annotations in the margins. One can for example use the left margin to identify which application relates the item, and use the right margin to identify the subject of the item and how it relates.

It is important that the annotations are simple and perform their first goal of quickly locate information. At this stage, it is still at the stage of reading the case. The focus must remain on reading, not writing. We must remain efficient when annotates a single word or symbol can do the job. For example, annotations can be used to distinguish specific elements, such as quantitative / qualitative, past / future, strategic / operational or business name, the date of creation, etc. Following the annotations, you will be able to note what your role (which you represent), to whom the report, which date we are and all major subjects. These  sections will form the layout or start writing your case and act as a header.

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