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This site allows you to search for accounting cases. Currently, the site contains all cases published in Issues in Accounting Education, the IMA Educational Case Journal, the Journal of Accounting Education, and Accounting Perspectives. Teaching notes for these cases are available at the American Accounting Association (aaahq.org) and the IMA (www.imanet.org) websites, respectively. Membership in the AAA is required for access to the teaching notes for the Issues in Accounting Education cases. Membership in the IMA is necessary for access to both the case and teaching notes for the IMA Educational Case Journal.

This site was developed by and is maintained by Michael Meyer, Department of Accountancy, Mendoza College of Business and Teresa Meyer, Office of Information Technology of the University of Notre Dame.

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Case List
Accounting Topics

Cases for Data Analytics

Bulldog Printing: Cost Estimation and Information Elicitation Mini-Case and Teaching Notes

Journal of Accounting Education, Issue: 16.3/4, 1998

Authors: Lovata, Hirsch, Costigan

Industry: Printing

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Cost Behavior
Pricing
Regression

Home Mortgage Analysis For Cultivating Crucial Spreadsheet and Model Development Skills

Journal of Accounting Education, Issue: 17.2/3, 1999

Authors: Kruck, Maher

Industry: None

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Accounting Topics
Adjustable Rate Mortgage
Fixed Rate Mortgage
Present Value
Spreadsheet

A Curvilinear Approach To Teaching Learning Effects For Cost Estimation

Journal of Accounting Education, Issue: 19.3, 2001

Authors: Togo

Industry: Manufacturing

Undergraduate Courses
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Cost Estimation
Learning Curve Models

Analyzing Data For Decision Making: Integrating Spreadsheet Modeling and Database Querying

Issues in Accounting Education, Issue: 32.1, 2017

Authors: Schneider, Borthick, Viscelli

Industry: Banking

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Accounting Topics
Data Analytics
Database
Querying
Spreadsheet

Minimizing Cognitive Load in Representing Processes in a Business Process Diagram: Capturing the Process and Making Inferences About It

Issues in Accounting Education, Issue: 33.1, 2018

Authors: Schneider, Borthick

Industry: Restaurant

Undergraduate Courses
Accounting Information Systems (AIS)
Auditing/Assurance
Data Analytics
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Cognitive Load Theory
Business Process Diagram
Business Process Map

Using Visualization Software in the Audit of Revenue Transactions To Identify Anomalies

Issues in Accounting Education, Issue: 33.4, 2018

Authors: Cunningham, Stein

Industry: Food

Undergraduate Courses
Auditing/Assurance
Data Analytics
Graduate Courses
MACCT/MSA Auditing/Assurance
Accounting Topics
Audit Risk
Data Analytics
Data Visualization
Visualization Software

The Reel Wheel: Using Analytical Procedures As Substantive Tests of Account Balances

Issues in Accounting Education, Issue: 35.1, 2020

Authors: Smith, Stephens

Industry: Hotel

Undergraduate Courses
Auditing/Assurance
Data Analytics
Graduate Courses
MACCT/MSA Auditing/Assurance
Accounting Topics
Analytical Prodecures
Substantive Testing
Data Analytics

Electronic Discovery (ediscovery): Performing the Early Stages of the Enron Investigation

Issues in Accounting Education, Issue: 35.1, 2020

Authors: Fay, Negangard

Industry: Enron

Undergraduate Courses
Auditing/Assurance
Capstone
Data Analytics
Fraud Examination
Graduate Courses
MACCT/MSA Auditing/Assurance
Accounting Topics
Fraud
Fraudulent Financial Reporting
Ediscovery
Electronic Discovery Reference Model

Data Analytics in Tax Research: Analyzing Worker Agreements and Compensation Data To Distinguish Between Independent Contractors and Employees Using IRS Factors

Issues in Accounting Education, Issue: 35.3, 2020

Authors: Borthick, Smeal

Industry: Public Accounting

Undergraduate Courses
Data Analytics
IT Auditing
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Tax Research
Data Analytics

Tax Retirement Savings Decisions Using an Excel Spreadsheet Approach

Issues in Accounting Education, Issue: 35.3, 2020

Authors: Lee, Hansen, Brink

Industry: Public Accounting

Undergraduate Courses
Capstone
Data Analytics
IT Auditing
Tax Accounting
Graduate Courses
MACCT/MSA AIS
MACCT/MSA Taxation
Accounting Topics
Retirement
Individual Taxation
Spreadsheet

A Case Study of Effective Tax Rates Using Data Analytics

Issues in Accounting Education, Issue: 36.1, 2021

Authors: Cheng, Sapkota, Yurko

Industry: None

Undergraduate Courses
Capstone
Data Analytics
Intermediate Accounting
Tax Accounting
Graduate Courses
MACCT/MSA Corporate Taxation
MACCT/MSA Taxation
Accounting Topics
Effective Tax Rates
Data Analytics
Data Visualization

Incorporating Data Analytics in a Technical Tax Setting: A Case Using Excel and Tableau To Examine a Firm's Schedule M-3 and Tax Risk

Issues in Accounting Education, Issue: 36.2, 2021

Authors: Laplante, Vernon

Industry: Retail

Undergraduate Courses
Capstone
Data Analytics
Tax Accounting
Graduate Courses
MACCT/MSA Taxation
Accounting Topics
Electronic Workpapers
Tax Planning
Data Analytics
Data Visualization

Using Tableau To Analyze the Effects of Tax Code Changes: A Teaching Case For Tax and AIS Courses

Issues in Accounting Education, Issue: 36.3, 2021

Authors: Sledgianowski, Petra, Pelaez, Zhu

Industry: Public Accounting

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA AIS
MACCT/MSA Tax Strategy
MACCT/MSA Taxation
Accounting Topics
Tax Return
Big Data
Data Analytics

Put Your Best Text Forward: Introducing Textual Analysis Into the Accounting Classroom

Issues in Accounting Education, Issue: 37.1, 2022

Authors: Fisher, Hughes, Janvrin

Industry: None

Undergraduate Courses
Accounting Information Systems (AIS)
Auditing/Assurance
Data Analytics
Financial Statement Analysis
Fraud Examination
Accounting Topics
Fraud Examination
Data Analytics
Text Mining
Textual Analysis

Combining Data Analytics With Xbrl: the Viewdrive Case

Issues in Accounting Education, Issue: 37.1, 2022

Authors: Tadesse, Vincent

Industry: Manufacturing

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Accounting Topics
Data Analytics
U.s. GAAP Taxonomy
Visualization Software
XBRL

Azure Lodging, Inc.: A Case Study On Capital Budgeting With Capital Rationing in a Service Industry Context

Issues in Accounting Education, Issue: 37.2, 2022

Authors: Turner, Calderon, Burkert, Hesford

Industry: Hotel

Undergraduate Courses
Capstone
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Capital Budgeting
Net Present Value
Scenario Analysis
Simulation
Monte Carlo

Using Data Analytics To Evaluate the Drivers of Revenue: an Introductory Case Study Using Microsoft Power Pivot and Power BI

Issues in Accounting Education, Issue: 37.4, 2022

Authors: Libby, Schwebke, Goldwater

Industry: Retail

Undergraduate Courses
Accounting Information Systems (AIS)
Capstone
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
MBA Managerial Accounting
Accounting Topics
Performance Measures
Regression
Pivot Tables
Power BI
Spreadsheet

Getting Students Ready For Accounting Spreadsheets: Training For Basic Spreadsheet Skills With Pre/Post Assessments

Issues in Accounting Education, Issue: 38.2, 2023

Authors: Schneider, Borthick

Industry: None

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Spreadsheet

Data Analytics For Undergraduate Tax Students: an Alteryx Case Study For MACRS Depreciation

Issues in Accounting Education, Issue: 38.4, 2023

Authors: Watson, Cheng, Rhoades-Catanach

Industry: Restaurant

Undergraduate Courses
Data Analytics
Tax Accounting
Graduate Courses
MACCT/MSA Taxation
Accounting Topics
Depreciation
MACRS
Data Analytics

Labor Cost Visualization At Carescript: an Introductory Data Analytics Case For Management Accounting

Issues in Accounting Education, Issue: 38.4, 2023

Authors: West, Loftus, Mccoy, Valentine

Industry: Pharmacy

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Intro/Principles - Managerial Accounting
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Cost Behavior
Cost Estimation
Cost Structure
Data Analytics
Data Visualization

Vistabeans Coffee Shop Data Analytics Teaching Case

Journal of Accounting Education, Issue: 36, 2016

Authors: Coe, Igou

Industry: Coffee Shop

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Data Analytics
Tableau

Mystery, Inc.: A Big Data Case

Journal of Accounting Education, Issue: 38, 2017

Authors: Wright, Enget, Saucedo

Industry: Manufacturing

Undergraduate Courses
Accounting Information Systems (AIS)
Auditing/Assurance
Capstone
Data Analytics
Fraud Examination
Accounting Topics
Big Data
Data Analytics

Data Governance Case At Krausemcmahon LLP in an Era of Self-Service BI and Big Data

Journal of Accounting Education, Issue: 38, 2017

Authors: Riggins, Klamm

Industry: Public Accounting

Undergraduate Courses
Accounting Information Systems (AIS)
Auditing/Assurance
Capstone
Data Analytics
IT Auditing
Accounting Topics
Big Data
Data Governance

Power From the Ground Up: Using Data Analytics in Capital Budgeting

Journal of Accounting Education, Issue: 42, 2018

Authors: Angelo, Ayres, Stanfield

Industry: Higher Education

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Capital Budgeting
Data Analytics

Using Tableau To Visualize Data and Drive Decision-Making

Journal of Accounting Education, Issue: 44, 2018

Authors: Hoelscher, Mortimer

Industry: Ice Cream

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Intro/Principles - Managerial Accounting
Accounting Topics
Data Analytics
Data Visualization
Tableau

A Risk Based Approach To Large Datasets: Analysis of Time Series Data For a Large Merchandising Firm

Journal of Accounting Education, Issue: 49, 2019

Authors: Presley

Industry: Retail

Undergraduate Courses
Data Analytics
Internal Audit
Accounting Topics
Inventory Valuation
Forecasting
Time Series Data
Big Data
Spreadsheet

The New Nuts and Bolts of Auditing: Technological Innovation in Inventorying Inventory

Journal of Accounting Education, Issue: 52, 2020

Authors: Reed, Gross, Hoelscher, Sierra

Industry: Auditing

Undergraduate Courses
Accounting Information Systems (AIS)
Auditing/Assurance
Data Analytics
Internal Audit
Graduate Courses
MACCT/MSA AIS
MACCT/MSA Auditing/Assurance
Accounting Topics
Audit Software
Professional Judgment
Inventory Measurement

Detecting Dirty Data Using Sql: Rigorous House Insurance Case

Journal of Accounting Education, Issue: 55, 2021

Authors: Street, Lawson

Industry: Insurance

Undergraduate Courses
Accounting Information Systems (AIS)
Capstone
Data Analytics
Accounting Topics
Audit Software
Data Analytics
Data Integrity

Shippy Express: Augmenting Accounting Education With Google Sheets

Journal of Accounting Education, Issue: 56, 2021

Authors: Parra, Jacobs, Trevino

Industry: Shipping Company

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Accounting Topics
Spreadsheet

Linking Data Analytics To Real-World Business Issues: the Power of the Pivot Table

Journal of Accounting Education, Issue: 57, 2021

Authors: Domino, Schrag, Webinger, Troy

Industry: Manufacturing

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Fraud Examination
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Big Data
Data Analytics
Data Visualization
Pivot Tables

Inventory Analytics: A Teaching Case Using Excel and Alteryx

Journal of Accounting Education, Issue: 63, 2023

Authors: Lee, Parlier

Industry: Retail

Undergraduate Courses
Auditing/Assurance
Data Analytics
Graduate Courses
MACCT/MSA Auditing/Assurance
Accounting Topics
Audit Analytics
Audit Software
Inventory Testing
Big Data
Data Analytics
Spreadsheet

An Introductory Audit Data Analytics Case Study: Using Microsoft Power BI and Benford’s Law To Detect Accounting Irregularities

Journal of Accounting Education, Issue: 64, 2023

Authors: Schwebke, Goldwater, Nickell

Industry: Higher Education

Undergraduate Courses
Accounting Information Systems (AIS)
Auditing/Assurance
Data Analytics
Fraud Examination
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Audit Analytics
Audit Software
Bedford's Law
Big Data
Data Analytics
Data Visualization

Huskie Motor Corporation: Visualizing the Present and Predicting the Future

IMA Educational Case Journal, Issue: 11.2, 2018

Authors: Dzuranin, Perols, Hart

Industry: Manufacturing

Undergraduate Courses
Accounting Information Systems (AIS)
Cost/Managerial Accounting
Data Analytics
Accounting Topics
Contribution Margin Analysis
Operations Analysis
Big Data
Data Analytics
Data Visualization

ATS Sports: Analysis of Managers' Bonuses

IMA Educational Case Journal, Issue: 15.2, 2022

Authors: Johnson, Siagian

Industry: Manufacturing

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Performance Evaluation
Variance Analysis
Ethics
Big Data
Data Analytics
Data Visualization

TU Packaging Group: Using Data Analytics To Assess Customer Profitability

IMA Educational Case Journal, Issue: 15.4, 2022

Authors: Hwa, Yeow

Industry: Manufacturing

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Activity Based Costing (abc)
Customer Profitability Analysis
Decision Tree Analysis
Data Analytics
Data Visualization

Data Analytical Tools Aid in Revealing Fraud

IMA Educational Case Journal, Issue: 16.1, 2023

Authors: Alino, Baah

Industry: Auditing

Undergraduate Courses
Auditing/Assurance
Data Analytics
Fraud Examination
Internal Audit
IT Auditing
Graduate Courses
MACCT/MSA Auditing/Assurance
Accounting Topics
Analytical Prodecures
Fraud
Fraud Examination
Data Analytics

Divvying Up Data: A Data Analytics Case

Issues in Accounting Education, Issue: 39.1, 2024

Authors: Ozlanski, Seymoure

Industry: Bike Share

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Accounting Topics
Big Data
Data Analytics
Data Visualization
Power BI
Tableau

A Data Analytics Case Study Analyzing IRS SOI Migration Data Using No Code, Low Code Technologies

Journal of Accounting Education, Issue: 66, 2024

Authors: Wright, Garas

Industry: None

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Tax Accounting
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Alteryx
Data Analytics
Data Visualization
Tableau
Uipath

Teaching Case: To Be a Goods and Services Tax-Registered Business Or Not – Decision Making Using Analytics

Journal of Accounting Education, Issue: 67, 2024

Authors: Koh, Yeow, Yee

Industry: Furniture

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Tax Accounting
Tax Research
Graduate Courses
MACCT/MSA Financial Accounting
MACCT/MSA Managerial Accounting
MACCT/MSA Taxation
Accounting Topics
Cost Benefit Analysis
Goods and Services Tax
Value-Added Tax

Incorporating Data Analytics in Management Accounting: A Teaching Case On Cost Estimation

Issues in Accounting Education, Issue: 39.2, 2024

Authors: Turner, Hesford, Pizzini

Industry: Hotel

Undergraduate Courses
Cost/Managerial Accounting
Data Analytics
Graduate Courses
MACCT/MSA Managerial Accounting
Accounting Topics
Cost Behavior
Cost Estimation
Regression
Spreadsheet
Python
R

Developing Business Process and Query Skills For Solving Business Problems

Issues in Accounting Education, Issue: 39.3, 2024

Authors: Schneider, Borthick, O'brien

Industry: Auto Dealership

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Business Process Diagram
Business Process Map
Querying
SQL

Analyzing Depreciation: A Financial Accounting Data Analytics and Visualization Case

Issues in Accounting Education, Issue: 39.3, 2024

Authors: Samuels, Snow

Industry: Distributor

Undergraduate Courses
Accounting Information Systems (AIS)
Data Analytics
Intermediate Accounting
Graduate Courses
MACCT/MSA AIS
Accounting Topics
Depreciation
Data Analytics
Power BI
Visualization Software