Blog

STUDIU|2 din 4 antreprenori îşi doresc creşterea profitabilităţii nete în perioada următoare dar nu au implementat un buget de venituri şi cheltuieli   Trusted Advisor Strategy & Finance, compania românească de contabilitate şi strategie financiară, condusăde Ioana Arsenie, strateg financiar, prezintă rezultatele studiului „Raportarea Financiară la Antreprenori”, ediţia a-II-a, 2021. Ediţia din acest an marchează cea de-a doua şi vine ca o extensie a debutului său, prima ediţie fiind lansată… Read More »Studiu-Raportarea financiara la antreprenori – editia a 2 a

As an entrepreneur, your focus is on growing your business. Clarifying your vision and developing it into a consistent, applicable and team-applied strategy implies putting in an ongoing effort. Furthermore, it is necessary that you make sure your business grows safely, that you consider risks and take care of your client portfolio, the relationship you’re your partners, follow trends on a macro level in the economy and your industry or… Read More »GUIDE FOR ACHIEVING YOUR BUSINESS BUDGET

The “Financial Reporting of Entrepreneurs” very clearly indicates that entrepreneurs understand the importance of analytical decisions; however, due to a lack of business-based reports instead of accountant and tax reports, they rely mostly on intuition.  It is important to integrate the financial strategy between strategy and accounting, this being the strategy execution and recalibration and operational performance measurement lever, in a dynamic and agile manner, however impossible to achieve solely… Read More »THE SURVEY

In my practice with entrepreneurs, I noticed that two of the biggest challenges they deal with are the following: control / delegation of tasks to the team cash (treasury) The solution I recommend is the Scoreboard. What does a Scoreboard mean? It is a set of key indicators measuring past performance and estimating future performance. It includes both financial and non-financial indicators. For instance, a Scoreboard should include profitability by… Read More »THE SCOREBOARD – THE COMPASS TO A SOLID BUSINESS

Ioana Arsenie, Financial Strategist: 80% of SMEs in Romania do not have a financial strategy adapted to the context of the pandemic How does one approach financial strategy in a risk context? The former financial approach of the company is no longer up to date and is by far obsolete, and the company does not have the ability to operate in unstable environments such as the current context caused by… Read More »SCENARIO-BASED FINANCIAL STRATEGY AND TRUSTED APP – PRESS RELEASE

In situations of enhanced volatility, whether it is about accelerated growth or the intense decrease of activity, agility is the key word. Unlike a relatively constant or seasonally predictable context, following approximately the same pattern every year, with a “regular” and controllable increase, in a volatility context, finance and operations processes are different: The monitoring of results needs to be done in real time. Even when working at a lower… Read More »FINANCES AT TIMES OF CRISIS: HOW DOES THE BUSINESS SIMULATOR HELP

I would like to ask you about what your business objectives were at the beginning of the year, expressed in numbers, and the extent to which they have been achieved. It would be nice to be able to explain, in a factor analysis, why objectives have not been achieved or exceeded. Many entrepreneurs think that as long as objectives are met an analysis is not required, which can be a… Read More »FINANCIAL PLANNING IN 2021