Yaya ake yin rahoton kuɗi?

rahoton kudi

A cikin kowane kamfani, yana da matukar mahimmanci cewa akwai ingantaccen kuma cikakken bayani game da abin da ke faruwa a cikin sa, don nunawa al'umma, a cikin yankuna daban daban ko bangarori yadda ayyuka da aiwatarwa, kazalika da duk abin da ya dace da za a iya amfani da shi don yanke shawara game da wannan, bayani ne da ke taimakawa cikin ciki tun daga tushen wannan, masu hannun jari zasu sami cikakken ra'ayi game da babban birnin su na yanzu, kazalika da aikin da ake samu, kuma bisa ga wannan yanke shawara game da makomar kamfanin.

Rahoton kuɗi shine tattara bayanai wanda mai sharhi, ta hanyar amfani da tsokaci, bayani, shawarwari, zane, zane-zane, da sauransu, ya baiwa abokan huldarsa dama, ra'ayoyin da adadin da ke cikin bayanan kuɗaɗen wannan shine abin da ya karanta a baya. Abubuwan da wannan rahoton ya ƙunsa ya kasance na littafin rubutu ne ko kuma littafin rubutu, wanda kuma bi da bi ya ƙunshi marufi biyu da jerin zanen gado marasa iyaka inda ya fallasa abubuwan da aka ambata da aka tsara ta hanyoyi daban-daban don koyar da takamaiman bayanai masu mahimmanci.

Kamfanoni ba za su iya shelanta kansu a matsayin ƙungiyoyi masu zaman kansu ba; kawai nazarin bayanan kuɗi na cikin gida ya isa ƙirƙira isasshen lokacin aiki game da yanayin kuɗi da fa'idar kasuwanci, wannan bincike zai iya zama cikakke tare da takamaiman bayani game da yanayin da ake kiyayewa a cikin kamfanin, da kuma nazarin yanayin da ke gudana a wajen kasuwancin, kuma wanda kamfanin ba shi da shi iko.

Shirye-shiryen rahoton kuɗi ga gudanarwar kasuwanci

Rahoton daga mahangar tsarin kungiyar kayan aiki na iya daukar wadannan bangarorin

kudi-infoamcion

Rahoton rahoto

An yi amfani da ɓangaren gaban murfin don:

  • Sunan kamfanin
  • Ominungiya, game da aikin fassarar bayanan kuɗi ko batun da ya dace a ciki.
  • Kwanan wata ko lokacin da bayanan kuɗin suka dace.

Bayani a cikin rahoton

Wannan bangare na rahoto shine inda aikin bincike da bincike yake, kuma ana nufin gaba ɗaya don masu zuwa:

  • Cikakkun bayanai da girman aikin da aka yi.
  • Takaitaccen tarihin kamfanin, daga kafuwar sa zuwa ranar rahoton kwanan nan.
  • Takaitaccen bayanin kasuwancin, halaye da halaye na kamfanin.
  • Manufofin da aikin da aka fadada yake nema.
  • Sa hannun waɗanda ke da alhakin ƙirƙirar rahoton.

bayanan kudi

A wannan sashin rahoton, ana gabatar da duk bayanan bayanan kudi da kamfanin ya gabatar a cikin lokacin da aka kafa a baya, gaba daya ta hanyar roba da kuma kwatantawa, tabbatar da cewa kalmomin suna a sarari, ana iya fahimtarsu kuma ana samunsu ga wadanda zasu sami damar. bayanin da aka gabatar.

Charts a cikin rahoton kuɗi

Gabaɗaya, rahotanni na kuɗi yawanci suna ƙunshe da jadawalin zane daban-daban waɗanda ke ƙara sauƙaƙa sauƙin amfani da ra'ayoyi da adadin da aka nuna a cikin abubuwan bayanan bayanan kuɗaɗen, ya rage ga manazarcin ya yanke hukuncin adadin zane-zanen da ake buƙata da nau'in waɗannan.

Sharhi, shawarwari da kuma yanke shawara

Anan ne rahoton ya ƙare kuma inda aka rarraba maganganun da zai iya kaiwa cikin tsari, a taƙaice kuma a sauƙaƙe. tsara mai binciken da ke da alhakin rahoton; Haka nan, shawarwari da yanke shawara suna da hankali kai tsaye kuma suna da masaniya game da hujjoji, a nan ne inda aka keɓance kowace matsala ko bayani dalla-dalla da aka gabatar yayin shirya rahoton, da kuma sakamakon ƙarshe na wannan idan aka kwatanta shi da rahotannin da suka gabata.

Ire-iren rahotonnin kudi

rahotanni

Rahoton Ciki

da Kamfanoni Masu Iyakin Jama'a tare da Canji Mai Sauƙi, a ƙarƙashin nauyin waɗanda ke kula da shi, dole ne su gabatar da taron shekara-shekara, na kwata ko na masu hannun jari na kowane wata, rahoton kuɗi wanda ya haɗa da aƙalla cikin:

  • Rahoton daga masu gudanarwa game da ci gaban kamfanin a cikin shekarar, kazalika da manufofin da masu gudanarwa ke bi kuma, rashin nasarar hakan, akan manyan ayyukan da ake da su. Rahoton da ke bayani dalla-dalla da bayyana manyan manufofin lissafin kudi da ka'idojin da aka kula dasu, wanda ke ba da bayanan kudi.
  • Bayanin samun kudin shiga wanda ke nuna, tare da rabe-raben sa da yadda ya dace, sakamakon kamfanin.

Rahoton ciki Ana aiwatar da shi don dalilai na gudanarwa kuma mai gudanarwa na kamfanin a fili yana da ma'amala kai tsaye tare da mahimman fayilolin, yana da damar yin amfani da littattafan lissafi kuma gaba ɗaya duk hanyoyin samun kuɗin kuɗi da kasuwancin ke da su, suna hannunsu kyauta.

Sakamakon aikinku ya fi cika saboda masanin cikin gida yana da cikakkiyar sanarwa game da motsi da abubuwan da suka bambanta cewa kasuwancin na iya gabatarwa.

Rahoton waje

Nazarin waje, a gefe guda, ya banbanta saboda ana aiwatar da shi a wajen kamfanin, ko dai ta hanyar mai ba da shawara na saka jari, mai nazarin lamuni, ko kuma duk wanda ke da sha'awar ƙarin koyo game da yadda ake samar da riba. Don dalilai na waje kuma don jama'a su sami ilimin gaskiya a cikin kwanaki goma sha biyar bayan amincewar bayanin daga masu kamfanin.

A cikin rahoton na waje, mai binciken sau da yawa ba shi da hulɗa da kamfanin kuma kawai ingantaccen bayanin da ake samu shi ne wanda kamfanin ya ce yana da muhimmanci don ba wa mai binciken. Ga wani ingantaccen nazarin Bayanan Kuɗi yana ɗaukar lokaci mai yawa, da kuɗi da ƙoƙari.

Yin wani Ingantaccen rahoto dole ne yayi cikakken gabatarwa, ta yadda zai dauki hankalin mai karatu, saboda haka, rahoton yana bukatar wadannan halaye:

Cikakken rahoto

Gabatar da bayanai masu kyau da marasa kyau.

Rahoton da ya inganta

Binciken dole ne a raba shi zuwa matakai, wanda aka yiwa alama a farkon takaddar, kowane ɗayan yana yin nuni da ci gaban batutuwa masu zuwa ta hanyar da ta dace da kuma ta ɗabi'a, matsalar da asalin maganin ta fara zuwa, a fili aka yanke hukunci a karshen.

Rahoton dole ne ya zama bayyananne kuma mai tsada

Dole ne a kafa hujjojin sosai, tare da yanke hukunci masu dacewa da shawarwari kan lokaci da kuma adalci, dole ne hanyoyin magance su ya bambanta dangane da matsalar.

Rahoton dole ne ya tabbata

Yana nufin gaskiyar cewa dole ne ya ƙunshi abubuwan baƙon abu ga matsalar, kuma dole ne ya koma takamaiman shari'o'in kamfanin. Yakamata a kiyaye don kauce wa abubuwan da aka saba da su.

Rahoto dole ne ya kasance a kan kari

Mahimmancin rahoto ya dogara sosai da yadda kwanan nan bayanan da aka samo ya kasance, dole ne bayanin ya zama koyaushe a kan kari, tun da rahoton da bai dace ba yana haifar da yanayin ƙarya da manyan matsaloli a cikin kamfanin saboda yaudara da canje-canje.

Ya dogara da manufar rahoton, halayen wannan na iya bambanta, sannan wasu shahararru.

Karin bayanai don dalilan zartarwa

kudi-rahotanni

Ana yin irin wannan rahoton ne domin samun damar amsa manyan tambayoyin duk wani mai zartarwa da ke da sha'awar kamfanin, daga cikin mutanen da wataƙila masu sha'awar ke akwai:

  • Masu hannun jari suna da sha'awa sosai ga kimanta ayyukan gudanarwa koyaushe. Hakanan, suna da sha'awar sanin sakamakon yayin gudanarwar su, suna mai da hankali na musamman ga bayanan lissafi. Masu hannun jari za su yanke shawara ko za su sayar da hannun jarinsu ko kuma su sayi ƙarin.
  • da Masu ba da shawara na masu saka jari za su bincika bayanan kuɗi samu don samar da kyakkyawan sabis ga abokan cinikin sa.
  • Masu nazarin lamunin za su yi nazarin bayanan lissafin masu neman a cikin rahoton don zabar wadanda za a ba su daraja.
  • La Sakataren Baitulmali koyaushe yana kwatanta ribar da aka samu, kamar yadda dalla-dalla a cikin bayanin kuɗin, tare da kuɗin shiga na duniya wanda aka gabatar a cikin dawo da haraji.
  • Kungiyoyin kwadago za su yi nazarin bayanan lissafi, yana jaddada cewa rabar da ribar ga ma'aikata ya dogara ne da kudin shiga na duniya na sanarwar haraji.
  • La Kasuwar Hannun Jari koyaushe tana buƙatar duk kamfanonin da aka lissafa hannayen jarin su a Kasuwar Hannun Jari su gabatar da gaskiya. lokaci-lokaci.

Cikakken rahoto don takamaiman dalilai

Este nau'in rahotanni an shirya su don takamaiman aiki ko manufa, kamar aikin sayan kayan masarufi, saka hannun jari, bayar da hannun jari, karin jari, samun kudi, da sauransu. A saboda wannan dalili wannan rahoton dole ne ya ƙunsa:

  • Bayyanannen hangen nesa na ribar zuwa lokacin da aka kafa.
  • Shawara da aka ba da shawara don riƙe daidaituwa tsakanin abubuwan fa'idodi, ma'ana, ƙimar tallace-tallace, babban ragi, da kuɗaɗen aiki.
  • Samu babban riba sama da kamfani a yanzu, ta hanyar Ma'aikatan sa, Kayayyakin sa, Abokan cinikayya da Jari daga rance da sauran hanyoyin.
  • Inganta riba.

Bayanan kuɗi dangane da sigogi

Shin waɗancan bayanan kuɗin shiga ne inda takamaiman sigogi suke la'akari, hanyoyin bincike mafi yawan amfani dasu sune:

  • Daidaitattun dalilai
  • Kwatancen jihohi
  • Reasonsananan dalilai
  • Kashi
  • Kudade da kuma tsarin kudi
  • Trend

ƙarshe

Ana yin rahotonnin kuɗi bisa ga mutanen da za su yi amfani da shiWaɗannan na iya zama na ciki ko na waje. Na ciki zai kasance ga masu mallaka da membobin kamfanin daga babba zuwa ƙarami inda zasu iya amfani da shi don mafi kyau da haɓaka riba da samarwa.

Hakanan zai kasance wanda aka ba wa shugabancin kamfanin, babban burinta shi ne kimanta ayyukan kamfanin, gano raunin karfi da maki, kuma, a kan wannan, kafa matakan gyara ga wadannan maki da suka shafi ayyukan.
Na waje, zai zama wanda ake buƙata kamfanoni na uku kamar Gwamnati, masu son saka hannun jari, masu nazarin lamuni kuma a takaice ga jama'a, wanda zai iya amfani da shi don dalilai daban-daban don ƙarin fahimtar ribar kamfanin.

Labari mai dangantaka:
Shin kana son ci gaba da tsarin kudi? Yi rajista da wasu dabaru

Abubuwan da ke cikin labarin suna bin ka'idodinmu na ka'idojin edita. Don yin rahoton kuskure danna a nan.

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  1. Mai alhakin bayanan: Miguel Ángel Gatón
  2. Dalilin bayanan: Gudanar da SPAM, gudanar da sharhi.
  3. Halacci: Yarda da yarda
  4. Sadarwar bayanan: Ba za a sanar da wasu bayanan ga wasu kamfanoni ba sai ta hanyar wajibcin doka.
  5. Ajiye bayanai: Bayanin yanar gizo wanda Occentus Networks (EU) suka dauki nauyi
  6. Hakkoki: A kowane lokaci zaka iyakance, dawo da share bayanan ka.

  1.   Martin Malave m

    Ina bayar da shawarar sosai ga kowa

  2.   MARIA LUZ LLUMIGUANO CHELA m

    Da fatan za ku so in aika samfurin rahoton

  3.   Eddy cisneros m

    Bayanin ya cika daidai, zan yi godiya idan zai yiwu a aiko min da rahoton samfurin, na gode

  4.   Juan Daniel Carvajal m

    A cikin wasu kamfanoni kamar eInforma sun haɗa da bayanan shari'a a cikin rahoton kuɗi. Shin kuna ganin yana da amfani a kowane irin rahoto iri ɗaya?