{"id":524,"date":"2025-08-21T01:00:13","date_gmt":"2025-08-21T01:00:13","guid":{"rendered":"https:\/\/cfo-ready.com\/?p=524"},"modified":"2025-08-21T01:00:16","modified_gmt":"2025-08-21T01:00:16","slug":"informacion-empresario-pedir-contador-analisis-contable-financiero","status":"publish","type":"post","link":"https:\/\/cfo-ready.com\/en\/informacion-empresario-pedir-contador-analisis-contable-financiero\/","title":{"rendered":"What information should a business owner request from his or her accountant?"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Keys to a solid accounting and financial analysis<\/h2>\n\n\n\n<p>Many business owners delegate accounting entirely to their accountant, without realizing that this information is the basis for making strategic decisions. It&#039;s not enough to simply &quot;comply with the SAT&quot;; it&#039;s also necessary to use accounting as a management tool that allows you to evaluate profitability, cost control, and the financial health of your business.<\/p>\n\n\n\n<p>Below are the <strong>minimum points<\/strong> that a business owner should request and review periodically with his accountant:<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">1. Basic financial statements<\/h2>\n\n\n\n<p>The employer must ask for at least <strong>three main financial statements<\/strong> on a monthly and annual basis:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Balance Sheet<\/strong>: shows what the company has (assets), what it owes (liabilities) and how much capital it has.<\/li>\n\n\n\n<li><strong>Income Statement<\/strong>: reflects the income, costs and expenses, as well as the profit or loss for the period.<\/li>\n\n\n\n<li><strong>Cash Flow Statement<\/strong>: reveals the company&#039;s ability to generate and manage cash, distinguishing between operations, investment and financing.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>These reports must be up-to-date, complete, and in a comparative format (current month vs. previous months or the same period last year).<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">2. Supporting accounting reports<\/h2>\n\n\n\n<p>In addition to the financial statements, it is essential to have detailed information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trial balance<\/strong>: to verify that the accounting balances are correct.<\/li>\n\n\n\n<li><strong>Key Account Assistants<\/strong>: customers, suppliers, banks, taxes payable and receivable.<\/li>\n\n\n\n<li><strong>Bank reconciliations<\/strong>: to ensure that accounting records match bank statements.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">3. Minimum financial indicators<\/h2>\n\n\n\n<p>You don&#039;t need to be a financial expert to understand them; an accountant can explain their meaning:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Liquidity<\/strong>: the company&#039;s ability to cover its short-term debts.<\/li>\n\n\n\n<li><strong>Profitability<\/strong>: percentage of profit on sales or investment.<\/li>\n\n\n\n<li><strong>Indebtedness<\/strong>: level of debt compared to equity.<\/li>\n\n\n\n<li><strong>Cash cycle<\/strong>: how long it takes for the company to convert sales into cash.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4. Tax compliance<\/h2>\n\n\n\n<p>The entrepreneur must ensure that the accountant provides evidence of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax returns filed and SAT receipts.<\/li>\n\n\n\n<li>Tax payments (ISR, VAT, withholdings).<\/li>\n\n\n\n<li>Positive tax compliance opinion.<\/li>\n\n\n\n<li>Control of CFDI issued and received.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">5. Information for decision-making<\/h2>\n\n\n\n<p>Accounting should not only show numbers, but also answer strategic questions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What are the most profitable products or services?<\/li>\n\n\n\n<li>What expenses could be reduced without affecting operations?<\/li>\n\n\n\n<li>Does the company have enough cash flow to grow or does it need financing?<\/li>\n\n\n\n<li>How do taxes impact net income?<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusions<\/h2>\n\n\n\n<p>The relationship between business owners and accountants should be transparent and based on clear and useful information. The minimum requirements are: <strong>Financial statements, supporting accounting reports, key indicators and verifiable tax compliance<\/strong>.<\/p>\n\n\n\n<p>An entrepreneur who masters these points can identify risks early, make informed decisions, and grow with greater confidence. Remember: <strong>Accounting is not just a tax requirement, it is the financial compass of the business.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>Claves para un an\u00e1lisis contable y financiero s\u00f3lido Muchos empresarios delegan por completo la contabilidad en su contador, sin darse cuenta de que esta informaci\u00f3n es la base para tomar decisiones estrat\u00e9gicas. No basta con \u201ccumplir con el SAT\u201d, tambi\u00e9n es necesario utilizar la contabilidad como una herramienta de gesti\u00f3n que permita evaluar la rentabilidad, [&hellip;]<\/p>","protected":false},"author":2,"featured_media":29,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[6],"tags":[295,293,296,294],"class_list":["post-524","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cfo","tag-como-saber-que-mi-contador-es-bueno","tag-informacion-contador","tag-que-debe-analizar-un-empresario","tag-que-informacion-debo-pedir"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u00bfQu\u00e9 informaci\u00f3n debe pedir un empresario a su contador? - cfo ready<\/title>\n<meta name=\"description\" content=\"Descubre qu\u00e9 informaci\u00f3n debe pedir un empresario a su contador y los puntos clave para analizar la contabilidad y finanzas de su negocio.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cfo-ready.com\/en\/informacion-empresario-pedir-contador-analisis-contable-financiero\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u00bfQu\u00e9 informaci\u00f3n debe pedir un empresario a su contador? 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