Análisis de liquidez y rentabilidad del periodo 2021 en la empresa Inversiones Karol Janet E.I.R.L., Chepén 2022
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Date
2024
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Universidad Nacional de Trujillo
Abstract
El presente trabajo de tesis contiene como objetivo general ´´desarrollar un análisis de la
liquidez y rentabilidad en el periodo 2021 en la empresa Inversiones Karol Janet E.I.R.L.,
Chepén 2022´´, del cual se obtiene los objetivos específicos que son el análisis de la liquidez
y rentabilidad y finalmente proponer una planificación financiera para la empresa.
Así mismo la población se encuentra conformado por los estados financieros de la empresa
Inversiones Karol Janet E.I.R.L. y la muestra es el estado de situación financiera y el estado
de resultados del período 2021 de la Empresa Inversiones Karol Janet E.I.R.L.
Se utilizaron como herramientas de validación y confiabilidad el análisis documental y las
pautas de entrevista, siendo este estudio también descriptivo.
Con base en el análisis y evaluación del desempeño del período del estado de situación
financiera y el estado de resultados, se puede concluir que la empresa opera en base a la
experiencia, lo que resulta en bajas ventas, bajo flujo de efectivo, inactivo, limitado a tener
una buena rentabilidad.
Llegando a la conclusión que la falta de conocimiento no se aprovechó las oportunidades
que se presentó durante la reactivación de la economía peruana luego de la crisis por la falta
de conocimiento, así como la ineficiencia de algunas políticas es por ello que se planteó un
plan financiero para mejorar la ejecución del presupuesto de gestión de la empresa. para
2022.
The present thesis work contains as a general objective "to develop an analysis of liquidity and profitability in the period 2021 in the company Inversiones Karol Janet E.I.R.L., Chepén 2022", from which the specific objectives are obtained, which are the analysis of liquidity and profitability and finally propose financial planning for the company. Likewise, the population is made up of the financial statements of the company Inversiones Karol Janet E.I.R.L. and the sample is the statement of financial position and the statement of income for the period 2021 of the Company Inversiones Karol Janet E.I.R.L. Documentary analysis and interview guidelines were used as validation and reliability tools, this being a descriptive study. Based on the analysis and evaluation of the performance of the period of the statement of financial position and the income statement, it can be concluded that the company operates based on experience, resulting in low sales, low cash flow, idle, limited to have a good return. Coming to the conclusion that the lack of knowledge did not take advantage of the opportunities that arose during the reactivation of the Peruvian economy after the crisis due to the lack of knowledge, as well as the inefficiency of some policies, which is why a financial plan was proposed. to improve the execution of the company's management budget by 2022.
The present thesis work contains as a general objective "to develop an analysis of liquidity and profitability in the period 2021 in the company Inversiones Karol Janet E.I.R.L., Chepén 2022", from which the specific objectives are obtained, which are the analysis of liquidity and profitability and finally propose financial planning for the company. Likewise, the population is made up of the financial statements of the company Inversiones Karol Janet E.I.R.L. and the sample is the statement of financial position and the statement of income for the period 2021 of the Company Inversiones Karol Janet E.I.R.L. Documentary analysis and interview guidelines were used as validation and reliability tools, this being a descriptive study. Based on the analysis and evaluation of the performance of the period of the statement of financial position and the income statement, it can be concluded that the company operates based on experience, resulting in low sales, low cash flow, idle, limited to have a good return. Coming to the conclusion that the lack of knowledge did not take advantage of the opportunities that arose during the reactivation of the Peruvian economy after the crisis due to the lack of knowledge, as well as the inefficiency of some policies, which is why a financial plan was proposed. to improve the execution of the company's management budget by 2022.
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HUMANITIES and RELIGION::History and philosophy subjects::History subjects::History