{"id":6636,"date":"2020-08-21T18:28:14","date_gmt":"2020-08-21T21:28:14","guid":{"rendered":"https:\/\/prevconsulting.com\/site\/?p=6636"},"modified":"2020-08-21T18:28:19","modified_gmt":"2020-08-21T21:28:19","slug":"dicas-para-praticas-eficazes-na-gestao-patrimonial","status":"publish","type":"post","link":"https:\/\/prevconsulting.com\/site\/dicas-para-praticas-eficazes-na-gestao-patrimonial\/","title":{"rendered":"Dicas para pr\u00e1ticas eficazes na gest\u00e3o patrimonial"},"content":{"rendered":"\n

Independentemente do tamanho e da \u00e1rea de atua\u00e7\u00e3o da empresa, realizar uma gest\u00e3o patrimonial eficaz \u00e9 fundamental para um controle de tudo o que est\u00e1 relacionado aos bens desse neg\u00f3cio. Tamb\u00e9m \u00e9 essencial para a tranquilidade da pr\u00f3pria fam\u00edlia. <\/p>\n\n\n\n

Voc\u00ea sabe como tornar esse processo em algo pr\u00e1tico e eficaz? Existem algumas dicas que podem te ajudar. Acompanhe!<\/p>\n\n\n\n

O que \u00e9 e para que serve a Gest\u00e3o Patrimonial?<\/strong><\/h2>\n\n\n\n

Gest\u00e3o Patrimonial nada mais \u00e9 do que um balan\u00e7o feito pelas empresas para conhecer as caracter\u00edsticas do seu patrim\u00f4nio e os custos a partir dele. Assim, \u00e9 poss\u00edvel uma administra\u00e7\u00e3o mais eficaz. Dentro desse balan\u00e7o constam o invent\u00e1rio dos bens da empresa, a avalia\u00e7\u00e3o desses ativos e as caracter\u00edsticas dos mesmos. Isso inclui os im\u00f3veis, ve\u00edculos, maquin\u00e1rios, materiais de escrit\u00f3rio, softwares e equipamentos de inform\u00e1tica, m\u00f3veis, entre outros.  <\/p>\n\n\n\n

Realizar essa gest\u00e3o \u00e9 muito importante para, al\u00e9m de ter ci\u00eancia de tudo o que a empresa possui, tamb\u00e9m controlar o estoque e at\u00e9 mesmo a rotina de manuten\u00e7\u00e3o dos equipamentos, por exemplo. Al\u00e9m disso, essa pr\u00e1tica tem um papel muito importante em rela\u00e7\u00e3o aos objetivos estrat\u00e9gicos do neg\u00f3cio, seja na diminui\u00e7\u00e3o de custos, simplifica\u00e7\u00e3o da gest\u00e3o ou para a expans\u00e3o da empresa. <\/p>\n\n\n\n

A gest\u00e3o patrimonial tamb\u00e9m pode atuar no \u00e2mbito familiar, auxiliando para que os indiv\u00edduos conhe\u00e7am o seu patrim\u00f4nio e possam ter um melhor controle de gastos, por exemplo. Assim como em empresas n\u00e3o familiares, trata-se de um importante acess\u00f3rio estrat\u00e9gico para saber se \u00e9 poss\u00edvel financiar planos futuros e evitar gastos desnecess\u00e1rios no dia a dia, garantindo uma maior seguran\u00e7a financeira. <\/p>\n\n\n\n

Dicas pr\u00e1ticas eficazes para administrar o seu patrim\u00f4nio<\/strong><\/h2>\n\n\n\n

1. Fa\u00e7a um invent\u00e1rio<\/strong><\/h3>\n\n\n\n
\"\"<\/figure><\/div>\n\n\n\n

Um dos principais motivos para realizar a gest\u00e3o patrimonial \u00e9 justamente para conhecer o patrim\u00f4nio em quest\u00e3o. Isso n\u00e3o \u00e9 poss\u00edvel sem a realiza\u00e7\u00e3o de um invent\u00e1rio completo. Ele nada mais \u00e9 do que uma rela\u00e7\u00e3o com todos os bens, suas caracter\u00edsticas principais e detalhes relevantes, como as informa\u00e7\u00f5es sobre a manuten\u00e7\u00e3o e a necessidade de reposi\u00e7\u00e3o dos itens. <\/p>\n\n\n\n

Inicialmente, dependendo da quantidade de bens, esse pode ser um processo um tanto quanto trabalhoso, mas \u00e9 fundamental. <\/p>\n\n\n\n

2. Tenha um padr\u00e3o e um manual de procedimentos <\/strong><\/h3>\n\n\n\n

Ter um padr\u00e3o nos procedimentos de gest\u00e3o patrimonial \u00e9 essencial para que ela seja feita de maneira eficaz. Isso tamb\u00e9m \u00e9 indispens\u00e1vel para evitar erros ou d\u00favidas em rela\u00e7\u00e3o ao processo e aos patrim\u00f4nios em quest\u00e3o. <\/p>\n\n\n\n

Al\u00e9m disso, tenha um manual claro sobre os procedimentos e normas relacionadas a esses bens. Por\u00e9m, \u00e9 preciso que esse manual seja claro, explicativo e de f\u00e1cil acesso. <\/p>\n\n\n\n

3. Utilize softwares para simplificar o processo<\/strong><\/h3>\n\n\n\n

Existem alguns softwares e equipamentos eletr\u00f4nicos que auxiliam neste controle patrimonial, automatizando o processo de registro e atualiza\u00e7\u00e3o de cada um dos bens. Essas op\u00e7\u00f5es avisam sobre manuten\u00e7\u00f5es, falta de estoque ou necessidade de troca, gerando relat\u00f3rios e muito mais, conforme a necessidade de cada neg\u00f3cio.  <\/p>\n\n\n\n

4. Procure ajuda de uma consultoria especializada<\/strong><\/h3>\n\n\n\n

Quanto mais assessorado voc\u00ea estiver por consultores experientes, melhor ser\u00e1 o seu resultado. A falta de familiaridade com o processo e seus acess\u00f3rios pode atrapalhar a gest\u00e3o. Por isso, uma dica \u00e9 a contrata\u00e7\u00e3o de uma consultoria especializada em gest\u00e3o patrimonial, como \u00e9 o caso da PrevConsulting. Fale com um de nossos consultores especializados para saber como podemos te ajudar. Entre em contato<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"

Independentemente do tamanho e da \u00e1rea de atua\u00e7\u00e3o da empresa, realizar uma gest\u00e3o patrimonial eficaz \u00e9 fundamental para um controle de tudo o que est\u00e1 relacionado aos bens desse neg\u00f3cio. Tamb\u00e9m \u00e9 essencial para a tranquilidade da pr\u00f3pria fam\u00edlia.  Voc\u00ea sabe como tornar esse processo em algo pr\u00e1tico e eficaz? Existem algumas dicas que podem […]<\/p>\n","protected":false},"author":1,"featured_media":6639,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[87,171,32],"class_list":["post-6636","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dicas","tag-gestao-patrimonial","tag-holding"],"yoast_head":"\nDicas para pr\u00e1ticas eficazes na gest\u00e3o patrimonial - Blog Prevconsulting<\/title>\n<meta name=\"description\" content=\"Confira as melhores dicas da Prevconsulting para pr\u00e1ticas eficazes na gest\u00e3o patrimonial. 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