The Process of Financial Management in An Entrepreneur

Why the Process of Financial Management in An Entrepreneur begins and why it is so important to measure the financial performance and health of the business?

Basically, these are the questions that every firm tries to give answer to their customers in order to meet their financial objectives set in starting-up of An Entrepreneurship.

Importance of Financial Management Process


Here we study about Importance of Financial Management Process for an Entrepreneur. Previously, we studied about Financial Objectives of An Entrepreneurial Firm.

The Process of Financial Management in An EntrepreneurThe Process of Financial Management is very important because it acts as a measuring yard to assess whether an entrepreneur achieve desired targets or not. Whether financial objectives of a firm are being met or not?




Why The Process of Financial Management Begins in An Entrepreneur or A Firm?


Now, we try to answer this important question.

Basically, a firm needs to check whether its financial objectives are meet or not. So for this purpose, an entrepreneur needs to analyze Financial Statements, Forecasts and Budgets. For this purpose Analysis of Financial Statements, Forecasts and Budgets are prepared.

There are three Steps in the Process of Financial Management

1. Preparation of Historical Financial Statements

2. Preparation of Forecasts

3. Interpretation of the Results


1. Preparation of Historical Financial Statements

Financial Statements are basically useful reports written by Qualified Auditors that quantitatively describes Entrepreneurial health.

Financial Statements include Income Statement (Statement of Comprehensive Income), Balance Sheet (Statement of Financial Position), Statement of Cash Flows, Statement of Retained Earnings, Statement of Changes in Equity and Notes To The Accounts included in these Financial Statements.


Past Historical Financial Statements are used to show financial performance, financial position and financial health of the Entrepreneur. Users of Financial Statements like Major Banks and Investors are always willing to give loans or to invest in the company after proper analyzing the Current and Past Financial Statements of the company. These Analyses can easily be made through Ratio Analysis.


2. Preparation of Forecasts

Forecasts are an estimation of an Entrepreneur’s future incomes and expenses on the basis of Past, Current And Future Plans.

Forecasting is related to future. Entrepreneurs prepare Projected or Estimated Financial Statements based on Estimated figures of Incomes, Expenses And Equity.

As Forecasting is an estimation to measure the financial performance, position and health of the firm, so no entrepreneur can give you 100% guarantee that all estimations will come true in future. These are just precautionary measure to meet the Financial Objectives of the Entrepreneurial Firm.

3. Interpretation of Results

In this step, Historical Financial statements are compared with projected Financial Statements to interpret the results. What a firm’s projected financial statements figures show are compared with the figures of Historical Financial Statements with the help of Ratio Analysis.



Important Ratios like Current Ratio, Working Capital Ratio, Profitability Ratio, Liquidity Ratio, Debtor Turnover Ratio, Return on Equity Ratio and other important ratios are calculated to help users of financial statement to make decisions according to their business’s needs.

If the ratios are in good positions or nearest to ideal position, then we can say that the firm is going well and meet its financial objectives, otherwise firm must take necessary actions to overcome its weaknesses. The possible reasons may be:
  • ·   Lower sales
  • ·   Inefficient Staff Management
  • ·   Lack of Optimum Cost and Maximization Profit

So, the process of Financial Management is very important for a firm life. An Entrepreneurial must take necessary actions to overcome these difficulties to achieve its targets set in Financial Objectives of an Entrepreneurial Firm.

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