Audit or Evaluation of the Stock

By conducting an Audit or Evaluation of the Stock with Setape, you are ensuring that the valuation of your assets will be done correctly and accurately.

What is this service?

The elaboration of an audit or evaluation of the stock contemplates the work of inventorying (physically) the content of a certain stock (of products and or raw material) of a company.

Why does our client need this service?

Carrying out an audit or evaluation of the stock can meet various requirements of the company, as:

  • Analysis of the company’s current control
  • Adjustment in stock controls if there is a difference during the counting
  • strategic managerial control
  • real guarantee for financial operation
  • tax / accounting control

What types of services related to this does SETAPE do?

SETAPE, through its experience of 46 years of activity, has already carried out Appraisal Reports for several purposes such as:

  • Financial guarantee
  • Asset Reorganization
  • Determination of the market value in use
  • Impairment test

These reports were made for numerous types of assets such as:

  • houses
  • land
  • buildings
  • machines and equipment
  • boats
  • product stock
  • furniture

What procedure is adopted for stock auditing?

In a stock audit or assessment, the more accurate and detailed the inventory is made, the better it will meet the needs of the company. This kind of audit could be performed from a sample audit to determine the degree of accuracy of the controls to a strict item-by-item inventory.

For this work, we have experienced personnel for both planning and coordination, as well as for field execution, which will have the support of our technological tool (MOBILE app) in addition to specific methodologies to serve companies of all sizes.

In general terms, the procedure adopted by us follows these steps:

  1. Planning (stipulate how the counting register will be: by streets, by location on the pallet or shelf, % counting difference accepted, etc.)
  2. Upload the stock base on cell phones the night before counting
  3. Start counting
  4. When there is a difference, redo the count
  5. All incoming and outgoing stock must be notified to Setape
  6. At the end of the count, a report is generated with the comparison between the initial stock vs inventory, considering the entries and write-offs occurred during the counting period

Technical Standards

Setape’s valuations are always carried out with strict observance of all guidelines set by the ABNT Standards – Brazilian Association of Technical Standards and Ibape Nacional – Brazilian Institute of Engineering Valuations and Expertise.

Why hire Setape?

Complete Advisory

The only company that performs all services of valuation of movable and immovable property, urban and rural, valuation of companies, and has support for asset control (fixed assets).

Proven Experience

With 45 years of activities and more than 80,000 services performed, it is the company with the most experience in evaluating the fixed assets market and in economic evaluations.

Qualified Team

It has its own team with more than a hundred professionals from all specialties.

Satisfied Customers

Quality of services proven by its customers

International Coverage

It belongs to the VRG – Valuation Research Group of international valuation companies with service coverage on all continents

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