Free guide helps companies prepare for market swings in 2025

Para quem empreende ou atua em funções de gestão, o momento pede planejamento estratégico para não só garantir a viabilidade financeira da empresa, como proporcionar crescimento sustentável.

In the current times, the advantage is that technology is an ally. There are specific innovation solutions for strategic business financial planning: for insights, data collection and analysis and creation of reports that support the manager in tracing the most appropriate actions and the best path for the business. Everything to avoid being part of a drastic statistic: every four minutes, a company closes its doors in Brazil, according to the Map of Companies, the federal government.

For executive Alysson Guimaraes, founder and CEO of LeverPro, specialized in innovation and reporting solutions for financial management of medium and large companies, methodology and discipline are fundamental. Therefore, the startup has prepared and made available for free in the market a checklist for annual strategic financial planning.

O material, disponível digitalmente, pode ser acessado mediante simples e rápido cadastro, pelo link <https://lp.leverpro.com.br/checklist-planejamento-anual>. “Sabemos que o planejamento financeiro anual é complexo. No entanto, é estratégico, é fundamental para a sustentabilidade dos negócios. Então, decidimos oferecer esse primeiro passo, que é esse checklist”, afirma Guimarães.

The checklist has more than 100 items, divided into nine groups: strategic planning, data collection, scenario planning, departmental coordination, independent finance tasks, creation of preliminary budget, executive review, finalization and approval, and implementation and monitoring. Next to each item, the material brings a text summarizing actions and recommended measures.

The material also highlights steps for data collection. At this point, take advantage of historical data of the organization, design according to current trends, involve stakeholders, use automation tools and make adjustments to the possibilities of events that impact the budget (such as hiring and investments) are among the guidelines developed by LeverPro. Tables listing items of revenue, expenses, assets and liabilities, with explanations about what make up such items, complement the topic “data collection of the material.

Finally, the startup draws attention to the relevance of reporting, giving tips on how to proceed. For example, using financial planning software, preparing communications and other texts in advance, pre-scheduling meetings, planning multiple scenarios and establishing standardization of reports. Equally in this topic, items of income, expenses, assets and liabilities are explained.

“O planejamento estratégico financeiro fixa as bases para o sucesso financeiro do ano inteiro. Portanto, merece dedicação, empenho, zelo – o ‘excesso’ desses ingredientes nunca é demais”, assinala o CEO da LeverPro. “Para isso”, continua, “é importante compreender as principais entregas, criar um cronograma. As decisões tomadas no momento de planejar repercutem no decorrer do ano”.