Case Study of the Week: The Need for an Accountant

Mar 20, 2023

Principles of Finance

You are to assume the role of a staff accountant working at Financial Business Solutions, a financial service provider for businesses and organizations in the community. A potential client is meeting with you to determine if services are needed. 

Financial Business Solutions offers a variety of different services to its business clients, including accounting, tax preparation, investing, audit preparation, and help with budgeting. A potential client owns a bakery in town and is considering opening a second location in a neighboring city. The potential client is not certain if there is need to have an accountant or to utilize other services provided by Financial Business Solutions. 

You will meet with the potential client to discuss the client’s need for an accountant and other services. 


Randi Bibiano
Competitive Events Specialist

Randi Bibiano is DECA's competitive events specialist. In this role, she conceptualizes and authors role-play scenarios for the collegiate and high school division’s competitive events programs. She also manages DECA's online competitive events and serves as a liaison to volunteer efforts at DECA's educational conferences.

Discussion Questions

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Classroom Connection

Career CLuster:


Instructional Area(s):

Financial Analysis

Performance Indicators:

Explain the concept of accounting
Explain the role of finance in business
Describe the need for financial information
Explain the nature of tax liabilities