昆明尚德财务公司发展战略研究

发布时间：2018-10-05 09:47

【摘要】：随着我国经济的发展,国家对中小企业的扶持,创业热潮高涨,全国中小企业数量达7000万。而多数中小企业由于自己没有健全的财务部门,便把自己的财务外包给相关的代理记账企业,由代理记账公司、会计师事务所等企业代为建账、报税。据IDC发布的研究报告,仅2008年全球财务和会计代理市场规模已达到476亿美元。目前全国代理记账公司达数万家,昆明市代理记账公司仅办理代理记账许可证的企业初步统计有1000家,如果算上“无证经营”和未办理“代理记账许可证”但实际从事代理记账业务的企业,昆明从事代理记账的企业数量达1500家以上。代理记账市场规模庞大,但是市场秩序却很混乱。北京、上海、深圳等发达城市代理记账行业发展走在了前面,已出现一些规模不错的代理记账企业,但是昆明的代理记账行业发展滞后。虽然昆明市场从事代理记账企业数量达到1500家以上,但是真正有规模企业的却是凤毛麟角,代理企业数量达到500家以上的企业仅4家。昆明代理记账企业发展滞后,既有客观因素,市场执业环境差,市场竞争无序化,但更多的是企业本身的问题,企业文化薄弱,企业经营者理念滞后,企业人员管理落后,人员流动性大等核心问题。昆明尚德财务有限公司,以下简称尚德财务,成立于2012年,至2016年,已拥有代理记账客户500家,代理客户数量位列昆明市同行第四名。虽然尚德财务相对于昆明市其它代理记账企业发展速度较快,但是放眼全国市场,尚德财务与北京、上海等地方大的财务公司差距还非常大,拓展的空间亦非常大。作者通过MBA课程学习,阅读了相关文献,掌握企业战略管理及代理记账相关理论,在此基础上分析昆明市代理记账市场环境,找出代理记账企业生存的方向,多维度分析昆明尚德财务的现状,发掘公司优势的方面,同时找出公司人力资源、企业文化、绩效考核、市场营销等方面存在的问题,结合行业环境分析,提出公司发展战略规划,制定公司的战略目标、竞争策略和战略重点,最后为了保障公司战略的实施,提出具体的战略措施。
[Abstract]:With the economic development of our country, the state supports small and medium-sized enterprises, the upsurge of entrepreneurship, the number of small and medium-sized enterprises in China reaches 70 million. Because most small and medium-sized enterprises have no sound financial department, they outsource their own financial affairs to the related agency accounting enterprises. The global financial and accounting agency market reached $47.6 billion in 2008 alone, according to a IDC study. At present, there are tens of thousands of agency bookkeeping companies nationwide, and there are 1000 preliminary statistics on the number of enterprises in Kunming that only handle agency bookkeeping licenses. If calculate "unlicensed management" and did not deal with "agency charge license" but actually engaged in agency accounting business enterprises, Kunming engaged in the number of agency bookkeeping enterprises reached more than 1500. Agency accounting market scale is huge, but the market order is very chaotic. Beijing, Shanghai, Shenzhen and other developed cities have advanced in the development of agency accounting industry, there have been some good scale agency accounting enterprises, but the development of Kunming agency accounting industry lags behind. Although the number of agency accounting enterprises in Kunming market has reached more than 1500, but the real size of enterprises is rare, the number of agency enterprises reached more than 500 enterprises only 4. The development of Kunming agency bookkeeping enterprise lags behind, because of the objective factors, poor market practice environment and disorderly market competition, but more is the problem of the enterprise itself, the enterprise culture is weak, the concept of enterprise manager lags behind, and the management of enterprise personnel is backward. Staff mobility and other core issues. Kunming Suntech Finance Co., Ltd., founded in 2012, by 2016, has 500 acting accounting customers, the number of acting customers ranked fourth in Kunming. Although Suntech Financial is developing faster than other accounting agencies in Kunming, but looking at the national market, Suntech Finance is still far from Beijing, Shanghai and other big financial companies, and the space for expansion is also very large. Through the study of MBA course, the author has read the relevant documents, grasped the relevant theories of enterprise strategic management and agency accounting, and then analyzed the market environment of agency accounting in Kunming City, and found out the direction of the existence of agency accounting enterprise. This paper analyzes the present situation of Kunming Suntech finance, explores the advantages of the company, finds out the problems in human resources, corporate culture, performance appraisal, marketing and so on, and analyzes the industry environment. This paper puts forward the development strategy plan of the company, formulates the company's strategic goal, the competition strategy and the strategic emphases. Finally, in order to ensure the implementation of the company strategy, it puts forward the concrete strategic measures.
【学位授予单位】：云南财经大学
【学位级别】：硕士
【学位授予年份】：2016
【分类号】：F272;F832.39

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