Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020

The thesis work entitled "FINANCIAL PLANNING IN AMERICAN BOUTIQUE OF THE CITY OF SHOP, PERIOD 2016-2020" has as general objective to realize a planning that allows to know the profits that will have in the future allowing its manager proprietor to make the best decisions for Economic and f...

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Автор: Tandazo Solano, Herenia Beatríz (author)
Формат: bachelorThesis
Мова:spa
Опубліковано: 2017
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author Tandazo Solano, Herenia Beatríz
author_facet Tandazo Solano, Herenia Beatríz
author_role author
collection Repositorio Universidad Nacional de Loja
dc.contributor.none.fl_str_mv Imaicela Carrión, Rubén Dario
dc.creator.none.fl_str_mv Tandazo Solano, Herenia Beatríz
dc.date.none.fl_str_mv 2017-01-26T15:36:53Z
2017-01-26T15:36:53Z
2017
dc.format.none.fl_str_mv 223 p.
application/pdf
dc.identifier.none.fl_str_mv http://dspace.unl.edu.ec/jspui/handle/123456789/18121
dc.language.none.fl_str_mv spa
dc.publisher.none.fl_str_mv Loja, 26 de Enero
dc.rights.none.fl_str_mv http://creativecommons.org/licenses/by-nc-sa/3.0/ec/
info:eu-repo/semantics/openAccess
dc.source.none.fl_str_mv reponame:Repositorio Universidad Nacional de Loja
instname:Universidad Nacional de Loja
instacron:UNL
dc.subject.none.fl_str_mv CONTABILIDAD Y AUDITORIA
PLANEACIÓN FINANCIERA
EN AMERICAN BOUTIQUE DE LA CIUDAD
DE LOJA, PERÍODO 2016-2020
dc.title.none.fl_str_mv Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
dc.type.none.fl_str_mv info:eu-repo/semantics/publishedVersion
info:eu-repo/semantics/bachelorThesis
description The thesis work entitled "FINANCIAL PLANNING IN AMERICAN BOUTIQUE OF THE CITY OF SHOP, PERIOD 2016-2020" has as general objective to realize a planning that allows to know the profits that will have in the future allowing its manager proprietor to make the best decisions for Economic and financial improvement. The methodology that was used to develop the thesis work is the percentage increment that allowed to elaborate the forecasts of sale and purchase for the predicted years, determining the entrances and exits of the merchandise, being May, June, July and October the months that more Purchases made, to meet the needs of customers in subsequent months despite the fact that their sales are low damaging the liquidity of the same, to elaborate the cash budgets took into account the different policies maintained by the company, the same as Allowed to know the inflows and outflows of cash as well as determine in which month the company will have a deficit or know if there is cash in it, Determining that in the months of July, August and October the company will need financing due to the fact that its purchases are not evenly distributed, which does not reflect much concern because the rest of the month its revenues increase and it has sufficient liquidity; Finally, the pro forma financial statements were prepared, which allowed us to forecast the different financial economic situations that the company will obtain over the budgeted periods, thus determining the 5 financial capacity and liquidity that the company will have to meet with its short and medium term obligations. Finally, the most relevant conclusions of the thesis work are presented so that the owner manager considers them as an option for an appropriate decision making process that helps the progress and development of the business
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publishDate 2017
publisher.none.fl_str_mv Loja, 26 de Enero
reponame_str Repositorio Universidad Nacional de Loja
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repository.name.fl_str_mv Repositorio Universidad Nacional de Loja - Universidad Nacional de Loja
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spelling Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020Tandazo Solano, Herenia BeatrízCONTABILIDAD Y AUDITORIAPLANEACIÓN FINANCIERAEN AMERICAN BOUTIQUE DE LA CIUDADDE LOJA, PERÍODO 2016-2020The thesis work entitled "FINANCIAL PLANNING IN AMERICAN BOUTIQUE OF THE CITY OF SHOP, PERIOD 2016-2020" has as general objective to realize a planning that allows to know the profits that will have in the future allowing its manager proprietor to make the best decisions for Economic and financial improvement. The methodology that was used to develop the thesis work is the percentage increment that allowed to elaborate the forecasts of sale and purchase for the predicted years, determining the entrances and exits of the merchandise, being May, June, July and October the months that more Purchases made, to meet the needs of customers in subsequent months despite the fact that their sales are low damaging the liquidity of the same, to elaborate the cash budgets took into account the different policies maintained by the company, the same as Allowed to know the inflows and outflows of cash as well as determine in which month the company will have a deficit or know if there is cash in it, Determining that in the months of July, August and October the company will need financing due to the fact that its purchases are not evenly distributed, which does not reflect much concern because the rest of the month its revenues increase and it has sufficient liquidity; Finally, the pro forma financial statements were prepared, which allowed us to forecast the different financial economic situations that the company will obtain over the budgeted periods, thus determining the 5 financial capacity and liquidity that the company will have to meet with its short and medium term obligations. Finally, the most relevant conclusions of the thesis work are presented so that the owner manager considers them as an option for an appropriate decision making process that helps the progress and development of the businessEl trabajo de tesis cuyo título es “PLANEACIÓN FINANCIERA EN AMERICAN BOUTIQUE DE LA CIUDAD DE LOJA, PERÍODO 2016-2020” tiene como objetivo general realizar una planeación que permita conocer las utilidades que tendrá a futuro permitiéndole a su gerente propietario tomar excelentes decisiones para el mejoramiento económico y financiero. La metodología que se utilizó para desarrollar el trabajo de tesis es el Incremento porcentual que permitió elaborar los pronósticos de venta y compra para los años 2016-2020, determinando las entradas y salidas de las mercaderías, siendo mayo, junio, julio y octubre los meses que más compras realiza, para satisfacer las necesidades de los clientes en los meses posteriores a pesar de que sus ventas son bajas perjudicando la liquidez de la misma, para elaborar el presupuesto de efectivo se tomó en cuenta las diferentes políticas que mantiene la empresa, el mismo que permitió conocer las entradas y salidas de efectivo así como también determinar en qué mes la empresa tendrá déficit o saber si existe efectivo en la misma; determinando que los meses de julio, agosto septiembre y octubre la empresa necesitará financiamiento debido a que no se distribuyen sus compras equitativamente, el mismo que no refleja mucha preocupación debido a que sus ingresos el resto de meses se incrementarán y contará con la suficiente liquidez; finalmente se elaboró los estados financieros proforma que permitieron pronosticar las diferentes 3 situaciones económicas financieras que obtendrá la empresa a lo largo de los períodos presupuestados determinando así la capacidad financiera y la liquidez que tendrá la empresa para cubrir con sus obligaciones a corto mediano y largo plazo. Finalmente se presenta las conclusiones más relevantes del trabajo de tesis para que el gerente propietario las considere como una opción para una adecuada toma de decisiones que ayuden al progreso y desarrollo del negocioLoja, 26 de EneroImaicela Carrión, Rubén Dario2017-01-26T15:36:53Z2017-01-26T15:36:53Z2017info:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/bachelorThesis223 p.application/pdfhttp://dspace.unl.edu.ec/jspui/handle/123456789/18121spahttp://creativecommons.org/licenses/by-nc-sa/3.0/ec/info:eu-repo/semantics/openAccessreponame:Repositorio Universidad Nacional de Lojainstname:Universidad Nacional de Lojainstacron:UNL2025-05-02T16:35:39Zoai:dspace.unl.edu.ec:123456789/18121Institucionalhttps://dspace.unl.edu.ec/Universidad públicahttps://unl.edu.ec/https://dspace.unl.edu.ec/oaiEcuador***opendoar:02025-05-02T16:35:39falseInstitucionalhttps://dspace.unl.edu.ec/Universidad públicahttps://unl.edu.ec/https://dspace.unl.edu.ec/oai*Ecuador***opendoar:02025-05-02T16:35:39Repositorio Universidad Nacional de Loja - Universidad Nacional de Lojafalse
spellingShingle Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
Tandazo Solano, Herenia Beatríz
CONTABILIDAD Y AUDITORIA
PLANEACIÓN FINANCIERA
EN AMERICAN BOUTIQUE DE LA CIUDAD
DE LOJA, PERÍODO 2016-2020
status_str publishedVersion
title Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
title_full Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
title_fullStr Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
title_full_unstemmed Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
title_short Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
title_sort Planeación Financiera en American Boutique de la ciudad de Loja, período 2016-2020
topic CONTABILIDAD Y AUDITORIA
PLANEACIÓN FINANCIERA
EN AMERICAN BOUTIQUE DE LA CIUDAD
DE LOJA, PERÍODO 2016-2020
url http://dspace.unl.edu.ec/jspui/handle/123456789/18121