📅 2024-12-20 — Session: Financial Analysis and Adjustments
🕒 22:20–23:55
🏷️ Labels: Income Statement, Financial Analysis, Balance Sheet, Liquidity, Profitability, Debt
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to review and adjust financial statements, specifically focusing on the Income Statement and Balance Sheet, to improve financial clarity and structure.
Key Activities
- Revisión y Ajuste del Income Statement: A detailed review was conducted on the Income Statement, including descriptions and observations on each line, with recommendations for adjustments.
- Reorganización del Estado de Resultados: Proposed reorganization and consolidation of the lines in the income statement to highlight the impact of expenses on net position and improve logical flow.
- Lecciones para Aprendices: Provided detailed analysis and recommendations for financial clarity and key metrics for accounting and financial analysis learners.
- Análisis del Balance y Estado de Resultados: Conducted a detailed evaluation of liquidity, profitability, debt, savings, and operational expenses with recommendations for financial health improvement.
- Análisis Financiero: Reviewed liquidity, profitability, debt, and savings over several years, providing calculations, analysis, and recommendations.
- Categorías de Valores Financieros: Analyzed financial value categories for rental businesses, categorizing them into critical, concerning, healthy, and positive zones.
Achievements
- Comprehensive review and adjustment proposals for financial statements.
- Enhanced understanding of financial metrics and their implications for business health.
Pending Tasks
- Implementation of proposed adjustments and reorganizations in the financial statements.
- Further training sessions for accounting and financial analysis learners.