Steps in financial statement analysis framework

Financial statement analysis framework consists of 6 steps: 

  • 1: State the objectives and context 
    • Question to seek answer
    • Resource and time available to perform the analysis
  • 2: Gather data
    • Data about: management, customer, suppliers
  • 3: Process the data
    • Calculate ratios
  • 4: Analyze and interpret the data
    • Answer the question
    • Define conclusion
  • 5: Report the conclusion
    • Prepare a report and communicate to intended audience
  • 6: Update the analysis
    • Repeat and update when necessary