Fixed Assets Inventory and Third-Party Assets
724-01-2025
The fixed assets inventory is a fundamental process for ensuring the control, traceability, and efficient management of a company's assets. When conducted in a structured and planned manner, it not only guarantees the integrity of assets but also strengthens transparency, compliance with accounting standards, and financial security within organizations. This article highlights the key aspects related to asset inventories, particularly third-party assets, and the best practices to safeguard corporate assets.
Comprehensive Asset Inventory: Nationwide Coverage and Compliance
At AXS Consultoria Empresarial, we specialize in executing fixed asset inventories and appraisals across the entire Brazilian territory, serving some of the largest and most demanding corporations. Our projects adhere strictly to accounting regulations, including CPC 27, IAS 16, and IFRS standards, ensuring compliance and audit readiness. Some of our notable clients include Midea Carrier, Higa Atacadão, IDS Laboratory Network, Santa Casa de Valinhos, Vinci Airports Network, CPQD Campinas, Tecpar, Maringá Airport, Agropecuária Palmaly, Robiel, Sorocaps, Médicos Sem Fronteiras, and VibelPlast.
Our services provide companies with accurate asset control, ensuring alignment between physical and accounting records, thereby minimizing financial and operational risks.
AXS Consultoria Empresarial Leadership
AXS Consultoria Empresarial is led by Valber Almeida Xavier de Souza, the Director of AXS, who brings extensive expertise in fixed asset inventory, asset valuation, and corporate compliance. Under his leadership, the company has successfully implemented cutting-edge methodologies and technological innovations to deliver high-quality, audit-compliant asset management solutions across Brazil.
Planning: The Foundation of a Successful Inventory
The success of an inventory process begins with detailed planning. This includes defining clear objectives, realistic timelines, required resources, and the allocation of specialized teams. A well-structured plan ensures efficiency, accuracy, and minimal disruption to business operations.
Mapping Units and Asset Locations
A crucial step in asset inventory is the comprehensive mapping of all physical locations, departments, and operational sites where the company’s assets are situated. This mapping should provide:
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Asset categories and specifications
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Precise locations
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Current operational conditions
By adopting this approach, organizations ensure completeness and accuracy in their asset survey, preventing losses and omissions.
Managing Third-Party Assets: Clients and Suppliers
For third-party assets, it is critical to identify all external stakeholders, such as clients and suppliers, who have possession of the company’s assets. This involves establishing tracking mechanisms that allow for efficient monitoring, reporting, and accountability.
Document Review: Ensuring Accuracy in Asset Transfers
A key practice in maintaining asset integrity is regularly reviewing transfer records from recent months. This document verification process helps:
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Validate the status and location of assets
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Identify discrepancies between physical and recorded data
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Ensure compliance with internal controls and audits
Reconciliation: Guaranteeing Data Integrity
Reconciliation plays a fundamental role in the inventory process. It involves cross-referencing accounting records with physically identified assets, ensuring that data is accurate and up-to-date. This process eliminates inconsistencies, providing a clear, reliable view of corporate assets.
Regularizing Surpluses: Preventing Asset Losses
During the inventory process, companies often encounter unrecorded assets (surpluses). Regularizing these assets is crucial to prevent losses and ensure full compliance with financial and tax obligations. This step involves:
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Correctly documenting these assets
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Implementing control measures to prevent future discrepancies
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Aligning with auditing standards and regulations
Defining Procedures for Asset Management and Care
Beyond conducting inventories, it is essential to establish clear asset management procedures that ensure:
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Regular maintenance and conservation
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Efficient tracking and security
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Compliance with operational standards
At AXS Consultoria Empresarial, we deliver comprehensive asset management solutions, helping organizations optimize their asset lifecycle, enhance compliance, and improve financial accuracy. Our commitment is to precision, accountability, and excellence, supporting businesses in making strategic, data-driven decisions.
AXS Consultoria Empresarial – Divisão de Ativos
Especializada em Organização Patrimonial – Placas de Identificação, Inventário Geral, Vistorias, Conciliação Físico x Contábil, Avaliação Patrimonial e a Confecção de Laudos Técnicos
Projetos em todo território nacional!
Atuamos nos mais diversos segmentos empresariais – Industria, Comércio e Serviços!
São mais de 10 anos com projetos patrimoniais, validados por empresas de auditoria.
www.axsconsultoria.com.br
www.testedeimpairment.com.br
www.placadeativofixo.com.br
https://www.axsconsultoria.com.br/solucoes-em-controle-patrimonial-inventario-patrimonial
e-mail: contato@axsconsultoria.com.br
+55 (15) 991051487 – (15) 988151487
Walber Almeida Xavier de Sousa - Diretor Executivo
Lucas Moreira Xavier de Sousa – Diretor Operacional
Leonardo Moreira Xaver de Sousa – Diretor Operacional
Data: 03/03/2025
