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Como fazer um relatório financeiro

Introduction

Data Gathering and Analysis

  • Gather financial data from internal sources such as accounting systems
  • Obtain financial data from external sources like banks and financial institutions
  • Retrieve financial data from relevant government agencies or regulatory bodies
  • Separate the data into different sections based on the financial statements it belongs to
  • Create a spreadsheet or database to organize the data in a structured manner
  • Label each data entry with the appropriate financial statement category
  • Compute commonly used financial ratios such as liquidity, solvency, and profitability ratios
  • Compare the ratios over multiple periods to identify trends and changes
  • Use financial analysis tools or software to facilitate ratio calculations and trend analysis
  • Examine the financial ratios and trends to assess the company's overall financial health
  • Look for significant changes or abnormalities in the financial data
  • Identify strengths, weaknesses, opportunities, and threats based on the financial analysis

Financial Statements

Financial Analysis and Interpretation

Recommendations and Conclusion

Appendices and Supporting Documents

Review and Finalization

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