What Are the Different Types of Financial Help Services?

Financial outsourcing, which has been developing rapidly in recent years, is a financial strategy management model in which an enterprise outsources certain matters or processes in the financial management process to an external professional organization for operation and execution. Financial outsourcing can be divided into traditional financial outsourcing and modern network financial outsourcing according to its outsourcing form.

Financial outsourcing

Financial outsourcing has developed rapidly in western developed countries

Traditional financial outsourcing mainly divides the entire financial management activity into several modules according to the needs of the enterprise

Before deciding to put

Update ideas

Financial outsourcing is a shortcut for enterprises to solve their own financial problems, but it does not allow all financial problems of the enterprise to be solved. In fact, financial outsourcing can only reduce part of the workload, not all of it. Managers need to get rid of that perception

Reduce business

Intend

Financial Outsourcing Preparation Process

1. Communicate with potential customers and understand customer cooperation intentions.

2. In order to provide good services to customers, we deeply understand the following contents of the client company: the time of company establishment, industry, operating income status, and the main turnover tax is value-added tax. People, or business taxpayers. Whether corporate income tax is levied on auditing or verification. The company is a foreign investment, a Chinese-foreign joint venture, or a domestic investment. Number of employees in the company.

3. Quotation. After understanding the customer's situation according to Article 2, combined with the company's service pricing policy, the company will initially provide the customer with a quotation.

4. Register customer intent form.

5. Follow up with customers at least 3 times, and reach out to customers or come to your home for further communication plans.

Financial Outsourcing Signing Agreement

1. After reaching the cooperation intention with the customer, transfer the initial agreement on the service start date, service period, service content and service price proposed by the customer to the customer.

2. If an agreement is reached with the customer, a service agreement is signed, otherwise the service terms are modified until the customer is satisfied to sign the final agreement.

Financial Outsourcing Execution Agreement

1. The financial consultant and the relevant personnel of the client determine the work preparation before the first service. The specific preparations before serving are as follows:

(1) Determine the client's full-time or part-time cashier.

(2) The financial adviser instructs the cashier to establish a journal of internal management cash and bank deposits.

(3) To guide customers in the preparation and handling of documents such as temporary funds slips and expense reimbursement forms.

(4) The client is required to provide: a copy of the business license and tax registration certificate, a copy of the tax types and tax rate tables approved by the tax bureau.

(5) The client is required to provide the address of the tax bureau to which the client belongs, the name of the tax administrator and contact information.

(6) On the 25th of each month, customer cashiers will submit expense reimbursement forms, temporary debit slips, invoices, bank receipts, wages and social security details, raw materials, semi-finished products, finished products, inventory goods and other receipts, purchase and sales invoices, and economics. Contracts and other materials are delivered by Ruizhuo's designated financial adviser.

2. Make an account. On the 25th to the 30th of each month, the financial consultant arranges invoices and makes timely payments. During the accounting process, timely communicate with the client on uncertain issues such as lack of information such as invoices or issues that are unclear.

3. File your taxes. On the 1st to the 10th of each month, you can complete the tax report materials and guide customers to transfer the taxes.

4. If you need to report to the client's tax bureau for national and local taxes, the financial consultant or the client will pay the tax at your door. If online declaration is implemented, online declaration shall be carried out.

5. The financial consultant courier the tax bill, financial statements, tax returns, accounting vouchers and other materials to the client company.

6. The financial adviser provided timely feedback to the client on the issues raised by the tax bureau and the latest fiscal and taxation policies.