Optimization of processes for the timely issuance of financial reports and the decision-making process, ClassWallet, Inc.

OBJECTIVE:  To propose methodologies for optimizing administrative and accounting management for the timely issuance of financial reports at ClassWallet, Inc. MATERIAL AND METHOD:  The research was based on a documentary and field study type, with a projective scope. The data collection method used...

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Detalles Bibliográficos
Autores: Monasterio-Pérez, Johnny, Márquez, Santiago, Maldonado Oliveros, Mariana
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:2025
País:México
Institución:UNIVERSIDAD AUTÓNOMA DE TABASCO
Repositorio:Hitos de Ciencias Económico Administrativas
OAI Identifier:oai:revistahitos.ujat.mx:article/6369
Acceso en línea:https://revistahitos.ujat.mx/hitos/article/view/6369
Access Level:acceso abierto
Palabra clave:optimización de procesos
reportes financieros
información financiera oportuna
toma de decisiones.
processes optimization
financial reports
timely financial information
decision-making.
Descripción
Sumario:OBJECTIVE:  To propose methodologies for optimizing administrative and accounting management for the timely issuance of financial reports at ClassWallet, Inc. MATERIAL AND METHOD:  The research was based on a documentary and field study type, with a projective scope. The data collection method used was the direct observation technique of the management and accounting processes and procedures and the application of a semi-structured interview with experts in the finance area holding key positions within the organization. RESULTS: The results demonstrate that the administrative and accounting processes, which are subject to ongoing review, are fundamental for generating monthly and annual financial reports. CONCLUSIONS: By using the objectives, and key results, methodologies, the entity significantly improved the efficiency levels of those processes aimed at generating financial information suitable for the timely decision-making process at ClassWallet, Inc.