E-commerce Enterprise | Live Streaming
Aggregate and reconcile transactions across multiple platforms; standardize revenue recognition and invoice management.
Target Audience
Finance Directors, Finance Managers, and aspiring Finance Heads—especially those transitioning from accounting roles into management.
Service Offerings
- Methods for Building a Financial Management System and Framework
- Budgeting and Cost Control Practices
- Cash Management and Cash Flow Forecasting
- Tax Risk Management and Planning Strategies
- Financial Team Management and Cross-Departmental Communication
Deliverables and Frequency
- Course Lecture Notes and Tool Templates (Available at Course Start)
- Enterprise Case Study Report (Due at Course Completion)
- Completion Certificate (upon passing assessment)
Service Process
- 1Enrollment Survey and Needs Confirmation
- 2Modular in-person or live-stream learning
- 3Enterprise Case Workshop Simulation
- 4Action Plan Creation
- 5Final Defense and Follow-up Coaching
AboutFinancial Leader Development ProgramCommon Questions
- Who is this course designed for?
- Designed for finance leaders of SMEs and finance managers of growing enterprises, with case studies focused on companies generating annual revenues ranging from tens of millions to hundreds of millions.
- Do you offer after-school tutoring?
- After completion, you can ask course-related questions in the student group and receive follow-up coaching on implementing your action plan.
TrainingOther services in this section
Add to inquiry list for a bundled quote from your consultant.
- Accounting Practical Training (Beginner)
- Pre-exam Training for Junior and Intermediate Accounting Certifications
- Tax Practice and Declaration Simulation
- Boss Financial & Tax Thinking Training Camp
- Invoice and Tax Risk Control Training
- Practical Training on Social Security and Housing Provident Fund Policies
- Practical Training on High-Tech Enterprise Certification
- Intellectual Property Portfolio Training
- Enterprise Training Customization
PARTNERS
Partner Users
Below is a distribution of industries for our long-term clients; client names have been anonymized.
A Chain Restaurant Management CompanyRestaurant Chain
A cross-border e-commerce trading companyCross-border E-commerce
A smart manufacturing equipment companySmart Manufacturing
Software Development Technology CompanyInformation Technology
Construction Labor CompanyConstruction Engineering
Aesthetic Medical ClinicHealthcare
An education and training institutionEducation & Training
A logistics and transportation companyLogistics Transportation
A clothing retail brandApparel Retail
A New Materials Technology CompanyNew Materials
Media & Culture StudioMedia & Culture
A professional consulting firmProfessional Services
CASES
Customer Testimonials
Real-world collaboration and service outcomes across diverse industries.
A Software Development Startup | Tech Startup
Financial standards and R&D expense allocation from establishment to funding stages.
Import & Export Trading Company | Trade Import/Export
Export tax refund declaration and foreign-related accounting, with bilingual (Chinese-English) integration.
A Chain Restaurant | Food Retail
Consolidate accounting across multiple stores and handle social security and housing fund payments centrally.
Live Streaming Service Agency | E-commerce Live Streaming
Stream Payout and Income Tax Withholding Process Overview.
Professional Consulting Firm | Professional Services / Consulting
Multi-project revenue and cost accounting with full-year tax and financial reporting management, ensuring stable filing schedules and consistent accounting standards.
NEWS
Industry Hot News
Policy updates and practical guidance to help businesses plan operations while maintaining compliance.
Key Points and Filing Considerations for Small-Scale Taxpayers' Tax Incentives
Clarify eligibility criteria, invoicing methods, and filing requirements for VAT preferential policies applicable to small-scale taxpayers, helping businesses fully leverage these policies while ensuring compliance.
Common Risk Points and Self-Check Checklist for Corporate Invoice Management
From acquisition and issuance to verification and archiving, identify common risks in the invoice management lifecycle and receive a ready-to-use self-check checklist.
Annual Business Report Submission Timeline and Common Filing Errors
Explain the filing window for annual enterprise reports, key information to complete, and common errors to avoid being listed in the abnormal operation list.
Impact of Social Security Contribution Base Adjustments on Labor Costs and Response Strategies
Explain the logic behind adjustments to contribution base limits, enabling companies to forecast labor costs in advance and standardize employee base declarations.
Key Considerations for Trademark Searches and Recommendations on Class Selection
Introduces core strategies for assessing trademark similarity, methods for selecting the appropriate classes, and essential pre-filing preparations to minimize rejection risks.
Annual Corporate Tax and Financial Reporting Schedule
Organize key filing deadlines for VAT, corporate income tax installments, individual income tax, social security and housing fund contributions, and annual business reports by month and quarter. Help businesses establish a comprehensive annual filing calendar.
Complete Guide to Company Registration: From Name Reservation to Bank Account Opening
Seven stages: name declaration, establishment registration, license collection, seal carving, bank account opening, tax classification determination, and social security/housing fund account setup. Reviewed materials needed for company registration, common causes of delays, and ongoing post-establishment obligations.
Bookkeeping Handover and Accounting Standards: Document Checklist, Risk Points, and Self-Audit Methods
Explain the handover requirements for ledgers, vouchers, invoices, and filing records when switching bookkeeping agencies. Identify common risks in document management, inter-company reconciliation, and filing comparisons. Provide a monthly self-check checklist for accounting practices.
Complete Trademark Registration Process and Handling Refusals: Search, Class Selection, and Renewal Management
Explain the trademark registration process across six stages: application filing, formal examination, substantive examination, preliminary publication, registration and certification. Clarify methods for assessing similarity and selecting appropriate classes. Provide strategies for handling refusal appeals, responding to oppositions, and managing renewal reminders.
Social Security and Housing Fund Account Setup and Employee Management Guide: Contribution Bases, Rates, and Compliance Essentials
Outline the procedures for company social security and housing fund account setup, employee enrollment and withdrawal timelines, determination of contribution bases and annual adjustment logic. Highlight common risks of underpayment, methods for handling remote employees, and key points for assisting with benefit claims.
Employment Contract & Compliance Checklist: Probation, Social Security, Overtime, and Offboarding
Organize compliance requirements for employment across three stages: onboarding, active employment, and offboarding. Cover essential clauses in labor contracts, probation period duration and wage standards, overtime and leave management, social security contribution obligations, and key considerations for exit handovers and certificate issuance.
How to Structure Corporate Finance & Tax Training: Layered Curriculum Design and Effectiveness Evaluation
Outline a tiered approach to corporate finance and tax training. Design course focuses for management, business departments, and finance roles respectively. Cover common internal training topics such as invoice compliance, reimbursement processes, and tax risk management. Introduce methods for evaluating training effectiveness and implementing policies.
Automating Financial Workflows: From Invoice Recognition to Risk Alerts
Implement financial automation through five sequential stages: invoice collection, intelligent bookkeeping, reconciliation and write-off, report generation, and risk warning. For each stage, define inputs, outputs, and manual review points. Additionally, provide key considerations for vendor selection and data security.
Content Marketing for Tax and Accounting Firms: Topic Selection, Compliance, and Lead Conversion
Explain the positioning and topic sourcing for tax-related self-media accounts. Provide content structures for WeChat Official Accounts, short videos, and live streaming. Outline compliance boundaries for publishing tax-related content, and introduce the conversion path design from content consumption to consultation lead generation.
Enterprise Contract Review Checklist: Parties, Pricing, Breach of Contract, and Dispute Resolution Clauses
Provide a review checklist for contracts across seven key clause categories: Subject Qualification, Subject Matter and Consideration, Performance Milestones, Liability for Breach, Intellectual Property, Confidentiality, and Dispute Resolution. Explain common risk phrasing and recommended revisions, and outline how legal counsel typically uses this guidance in daily practice.
FAQ
FAQ
General questions about the service process, required documents, and fees.
TESTIMONIALS
Customer Reviews
Real feedback from long-term partners.