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Financial Statement Analysis SOP

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This 20-page document covers the Financial Statement Analysisprocedures of the Company.

Once the Income Statement, Balance Sheet, and Statement of Cash Flow are generated, the Business Owner should study them to infer trends and understand how the Company is performing financially.

Oftentimes, a supposedly good Company with good products fails because of mismanagement of its resources.  So it’s very critical to ensure that the President regularly tracks the key financial results of the Company via financial analysis.

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Description

Overview

This 20-page document covers the Financial Statement Analysis procedures of the Company.

Once the Income Statement, Balance Sheet, and Statement of Cash Flow are generated, the Business Owner should study them to infer trends and understand how the Company is performing financially.

Oftentimes, a supposedly good Company with good products fails because of mismanagement of its resources.  So it’s very critical to ensure that the President regularly tracks the key financial results of the Company via financial analysis.

 

What’s Inside:

This Simplified Standard Operating Procedure (SOP) covers the following key areas:

1.   Financial Statements – pro-forma statements for Income Statement, Balance Sheet, and Cash Flow, including definition of terms.

2.   Financial Analysis – including horizontal analysis and vertical analysis to check the current period performance as well as determine trends.

3.   Financial Ratios – including Gross Profit Ratio, Net Profit Margin, Current Ratio, Inventory Turnover, Return on Investment (ROI), Return on Assets, Debt-to-Equity Ratio, etc.

 

 

Applicable For:

This document is applicable for medium-sized businesses with several stores or branches like food, services, and retail companies.

However, please note the following:

1.)  This is just a template designed to guide you and serve as a starting point for your company.  You need to customize it according to your own processes and procedures.

2.) This is the SOP for our company, Ink All-You-Can.  Thus, some processes or items may not be applicable for your own company.  Please just ignore them.

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