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  • All HBS Web  (2,799)
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  • August 2010 (Revised August 2011)
  • Case

Batson International, S.A. (A)

By: David F. Hawkins
Management seeking to make up a shortfall in interim period earnings is seeking an accounting solution to close the gap. View Details
Keywords: Earnings Management; Financial Reporting; International Accounting; Financial Management; Standards; United States
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Hawkins, David F. "Batson International, S.A. (A)." Harvard Business School Case 111-023, August 2010. (Revised August 2011.)
  • 08 Nov 2012
  • Working Paper Summaries

Admitting Mistakes: Home Country Effect on the Reliability of Restatement Reporting

Keywords: by Suraj Srinivasan, Aida Sijamic Wahid & Gwen Yu
  • Research Summary

Capital Flows and Capital Goods (joint with Eliza Hammel)

By: Laura Alfaro
We examine one of the channels through which financial integration can help promote growth. In particular, we study the effects of capital account liberalization on the imports of capital goods. We pay particular attention to the effects of equity market... View Details
  • Forthcoming
  • Article

Transitory and Permanent Cash Flow Shocks in Debt Contract Design

By: Le Ma, Anywhere Sikochi and Yajun Xiao
We examine how lenders design contracts to account for transitory and permanent cash flow shocks facing borrowers. We find that volatile transitory cash flow shocks are associated with fewer liquidity covenants, indicating financial flexibility that enables firms to... View Details
Keywords: Debt Covenants; Cash Flow Shocks; Debt Contracting; Likelihood Of Default; Cash Flow; System Shocks
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Ma, Le, Anywhere Sikochi, and Yajun Xiao. "Transitory and Permanent Cash Flow Shocks in Debt Contract Design." Journal of Financial and Quantitative Analysis (forthcoming). (Pre-published online February 25, 2025.)
  • September 2015 (Revised March 2016)
  • Case

Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs

By: Shikhar Ghosh, Joseph Fuller and Michael Roberts
The case provides a vehicle for teaching about both corporate intrapreneurship and the use of lean startup methods. It tells the story of a product manager within Intuit who develops an idea for a new product that spans two of the company's existing business... View Details
Keywords: Business Units; Business or Company Management; Applications and Software; Accounting; Product Development; Financial Services Industry
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Ghosh, Shikhar, Joseph Fuller, and Michael Roberts. "Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs." Harvard Business School Case 816-048, September 2015. (Revised March 2016.)
  • August 2010 (Revised September 2011)
  • Background Note

Retiree Pension and Health Benefits

By: David F. Hawkins
Note on accounting for retiree pension and health benefits under IFRS and U.S. GAAP. View Details
Keywords: Financial Reporting; International Accounting; Health Care and Treatment; Compensation and Benefits; Standards; Retirement; United States
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Hawkins, David F. "Retiree Pension and Health Benefits." Harvard Business School Background Note 111-033, August 2010. (Revised September 2011.)

    Deborah M. Winshel

    Deborah Winshel is a Senior Lecturer in the General Management Unit of Harvard Business School.  She teaches several MBA required courses: Leadership and Organizational Behavior (LEAD), Leadership and Corporate Accountability and the Field Immersion course (2025 in... View Details

    • Article

    Brand Values and Capital Market Valuation

    By: Mary Barth, Michael B. Clement, George Foster and Ron Kasznik
    Brand value estimates are significantly positively related to prices and returns, incremental to accounting variables. Questionable brand value estimate reliability underlies lack of financial statement recognition for brands. Findings suggest estimates are relevant... View Details
    Keywords: Brands and Branding; Valuation
    Citation
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    Barth, Mary, Michael B. Clement, George Foster, and Ron Kasznik. "Brand Values and Capital Market Valuation." Review of Accounting Studies 3, nos. 1-2 (1998): 41–68.
    • November 1999 (Revised November 2003)
    • Background Note

    Perspective, Institutions and Basic Issues

    By: David F. Hawkins
    This case describes the basic institutions involved in the setting of generally accepted accounting principles and the fundamental issues that institutions must address. View Details
    Keywords: Financial Reporting
    Citation
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    Hawkins, David F. "Perspective, Institutions and Basic Issues." Harvard Business School Background Note 100-010, November 1999. (Revised November 2003.)
    • March 2022 (Revised March 2024)
    • Case

    Hometown Foods: Changing Price amid Inflation

    By: Julian De Freitas, Jeremy Yang and Das Narayandas
    During the early part of the 2021 Covid-19 pandemic, Hometown Foods, a large seller of flour-based products, thrived as consumers hoarded baked goods and took up baking to pass the time and find comfort. Then, amid growing shortages in commodities, a vaccine arrived,... View Details
    Keywords: COVID-19 Pandemic; Consumer Behavior; Supply Chain; Inflation and Deflation; Spending; Price Bubble; Price; Volatility; Food and Beverage Industry
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    De Freitas, Julian, Jeremy Yang, and Das Narayandas. "Hometown Foods: Changing Price amid Inflation." Harvard Business School Case 522-087, March 2022. (Revised March 2024.)
    • September 2004 (Revised April 2005)
    • Case

    G.G. Toys

    By: Dennis Campbell and Susan L. Kulp
    This case highlights issues of management accounting and includes a review of product costing, excess capacity, variance analysis, and scrap costs. View Details
    Keywords: Product; Cost Accounting; Financial Management
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    Campbell, Dennis, and Susan L. Kulp. "G.G. Toys." Harvard Business School Case 105-005, September 2004. (Revised April 2005.)
    • 2016
    • Working Paper

    The Attenuating Effect of Banking Relationships on Credit Market Disruption

    By: Stefan Dimitriadis and Mike Horia Teodorescu
    This article examines how the relationship between banks and corporations moderates the effect of credit market disruptions. The 2008-09 financial crisis led to a dramatic restriction in the supply of credit to corporations via the syndicated loan market... View Details
    Keywords: Banks and Banking; Relationships; Financial Markets; System Shocks; Banking Industry; United States
    Citation
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    Dimitriadis, Stefan, and Mike Horia Teodorescu. "The Attenuating Effect of Banking Relationships on Credit Market Disruption." Working Paper, July 2016.
    • September 1997 (Revised August 1999)
    • Case

    Boston Chicken, Inc.

    By: Paul M. Healy
    This case examines Boston Chicken's franchise strategy for growing its innovative restaurant business, and the associated accounting reporting issues that arise. View Details
    Keywords: Financial Reporting; Franchise Ownership; Financial Strategy; Business Strategy; Food and Beverage Industry
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    Healy, Paul M. "Boston Chicken, Inc." Harvard Business School Case 198-032, September 1997. (Revised August 1999.)

      Thomas R. Piper

      THOMAS R. PIPER, Baker Foundation Professor and Lawrence E. Fouraker Professor of Business Administration, Emeritus, is a faculty member in the Finance and Accounting Units at the Graduate School of Business Administration.  He has taught in the MBA Program, as well... View Details

      • January 2022
      • Background Note

      Residual Income Valuation Model

      By: Charles C.Y. Wang and Albert Shin
      This note explains the residual income valuation model (RIM), how it relates to "traditional" valuation models, the intuition behind its use, and empirical research related to its value relevance. RIM is theoretically equivalent to the dividend discount model and the... View Details
      Keywords: Residual Income Valuation; Valuation; Research; Theory; Measurement and Metrics; Performance; Financial Management; Business Strategy
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      Wang, Charles C.Y., and Albert Shin. "Residual Income Valuation Model." Harvard Business School Background Note 122-070, January 2022.
      • 2008
      • Article

      Governance and Merger Accounting: Evidence from Stock Price Reactions to Purchase versus Pooling

      By: Francisco de Asis Martinez-Jerez
      This paper examines the effect of corporate governance on investor reactions to accounting choice in the context of accounting for business combinations. Using a sample of 324 recent stock swap acquisitions I find that, contrary to practitioners' belief that capital... View Details
      Keywords: Financial Reporting; Financial Statements; Mergers and Acquisitions; Capital Markets; Stocks; Price; Corporate Governance
      Citation
      SSRN
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      Martinez-Jerez, Francisco de Asis. "Governance and Merger Accounting: Evidence from Stock Price Reactions to Purchase versus Pooling." Art. 1. European Accounting Review 17, no. 1 (2008): 5–35. (Lead Article.)
      • 14 Aug 2009
      • Working Paper Summaries

      Insider Trading Preceding Goodwill Impairments

      Keywords: by Karl A. Muller III, Monica Neamtiu & Edward J. Riedl
      • 29 Jun 2012
      • Working Paper Summaries

      Trade Credit and Taxes

      Keywords: by Mihir A. Desai, C. Fritz Foley & James R. Hines
      • 2024
      • Working Paper

      Transitory and Permanent Cash Flow Shocks in Debt Contract Design

      By: Le Ma, Anywhere Sikochi and Yajun Xiao
      We examine how lenders design contracts to account for transitory and permanent cash flow shocks facing borrowers. We find that volatile transitory cash flow shocks are associated with fewer liquidity covenants, indicating financial flexibility that enables firms to... View Details
      Keywords: Debt Covenants; Cash Flow Shocks; Debt Contracting; Likelihood Of Default; Cash Flow; System Shocks
      Citation
      SSRN
      Read Now
      Related
      Ma, Le, Anywhere Sikochi, and Yajun Xiao. "Transitory and Permanent Cash Flow Shocks in Debt Contract Design." Harvard Business School Working Paper, No. 22-026, October 2021. (Revised February 2024. Journal of Financial and Quantitative Analysis, Conditional Accept.)
      • 06 Feb 2009
      • News

      Keeping a keen eye on consumer behaviour

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