Bookkeeping Services
Zhongshan Tax & Finance: Your Strategic Partner in Corporate Financial Management. Outsource your entire accounting workflow—including bookkeeping, financial reporting, and tax filing—to our professional team, freeing you to focus on growth.Focus on core business. Effortless and stress-free.
Professional team, standardized processes, and compliance assurance to fundamentally reduce corporate financial and tax risks.
Benefits of Bookkeeping Services
Professional, efficient, hassle-free, and secure—freeing enterprises from the burdens of financial and tax management.
Professional & Efficient
Bookkeeping firms employ professional accounting teams trained through systematic programs and extensive hands-on experience. They are well-versed in financial and tax regulations and policies, ensuring accurate bookkeeping, standardized record-keeping, and the authenticity and accuracy of financial data.
Save costs
Enterprises can save on payroll, benefits, and social security costs by forgoing dedicated accounting staff. Bookkeeping services are cost-effective, with fees typically based on company size and transaction volume, significantly reducing overall financial management expenses.
Highly Secure
Bookkeeping firms sign confidentiality agreements with businesses to strictly protect their financial information. Professional bookkeeping companies have comprehensive confidentiality policies and security measures in place to ensure that business secrets are not leaked.
Mitigate risk
Bookkeeping firms stay up-to-date on tax policy changes, providing businesses with effective tax planning strategies to minimize tax risks. They also offer real-time monitoring of financial conditions to identify and resolve issues promptly.
Comprehensive Services
In addition to core services like accounting, bookkeeping, and tax filing, bookkeeping agencies also offer value-added services such as financial consulting, auditing, and asset valuation. These help businesses optimize financial management and boost economic performance.
Use Cases
Enterprises at every stage of growth can derive tailored value from bookkeeping services.
SMEs
- Startups: Limited funds and small teams. Bookkeeping services meet basic financial needs.
- Small Business: Lower transaction volume, but still requires professional accounting services
Seasonal Business
- High business volume during peak season; reduced activity in off-peak periods.
- Services and fees can be adjusted flexibly based on your needs.
Enterprises with numerous branches
- Managing finances centrally is a challenge.
- Centralized financial management services to enable unified decision-making and oversight from headquarters.
Sole Proprietorship
- Smaller entities must also file tax returns.
- Simplify financial workflows and ensure tax compliance
Enterprises with complex operations but relatively simple financial requirements
- Complex business, but finance needs mainly focus on daily accounting and tax filing.
- Tailored financial services to meet your specific needs
Service Content and Key Points
Eight service modules comprehensively covering your enterprise's financial and tax management needs.
Accounting
- Initial Setup and Opening Balance Entry
- Review original documents
- Payroll Calculation
- Financial Processing and Voucher Preparation
- Prepare General Ledger, Subsidiary Ledger, and Account Balance Report
- Preparation of Balance Sheet, Income Statement, and Cash Flow Statement
- Depreciation and Amortization Schedule with Tax Calculations
Tax Filing
- Tax Registration and Tax Type Determination
- Monthly Individual Income Tax Filing
- Monthly Social Security Declaration
- VAT, Corporate Income Tax, and Surcharges Declaration
- Annual Disability Security Fund Declaration
- Corporate Income Tax Final Settlement
- Timely submission of tax declaration information
Invoicing Service
- Invoice Processing
- Invoice shipping
HR & Payroll Services
- Monthly Social Security Personnel Verification
- Monthly Provident Fund Personnel Verification
- Declaration of Previous Year's Average Social Security Wage
- Annual Social Security Reconciliation
- Individual income tax declaration for bonuses, service fees, dividends, and other compensation
- Monthly Salary and Wage Individual Income Tax Declaration
- Guide to Annual Individual Income Tax Settlement
- Annual Adjustment of Social Security and Housing Provident Fund Contribution Base
- Individual Income Tax Consulting Services
File Management
- Electronic archiving of document packages
- Archive Enterprise Basic Information
- Organization and Custody of Account Records
Annual Government Review Support
- Annual Business Report
- Random inspection; prepare supporting documents
Banking Services
- Print Bank Receipt/Statement
- Overdue Payment Reminder / Switch Payment Method
Exclusive Policy Push
- Push VAT Policy Updates
- Industry-specific tax incentive notifications
- Advancing Industry-Specific Government Subsidy Programs
- Latest Tax Policy Updates
Implementation Steps
Standardize service processes to ensure quality and efficiency.
Initial Communication and Understanding
Initial contact between the enterprise and the bookkeeping firm, including an introduction to the company's profile: business type, scope of operations, scale of activities, and financial status.
Sign Contract
If both parties reach a mutual understanding, the bookkeeping agency will develop a detailed service plan tailored to the company's specific needs and sign a bookkeeping services agreement.
Handover of materials
Enterprises must prepare relevant financial documents as required by bookkeeping agencies, such as business license copies, tax registration certificates, organization code certificates, and bank account opening permits.
Create Account and Initialize
Bookkeeping firms establish an accounting chart of accounts for businesses based on their specific needs, including general ledgers, subsidiary ledgers, and cash journals, and perform initial accounting setup.
Daily Bookkeeping and Accounting
Bookkeeping firms perform daily accounting and record-keeping based on source documents and other materials provided by enterprises, and prepare financial statements regularly.
Tax Filing
Bookkeeping firms calculate taxes owed based on a company's financial data and tax regulations, then file returns and make payments on time.
Financial Analysis and Consulting
Bookkeeping firms regularly analyze a company's financial status and provide financial reports to help management understand operational performance and financial risks.
Archive Management and Service Feedback
Bookkeeping firms organize and archive client financial records, maintain regular communication to provide updates, and continuously improve service quality.
Choose Zhongshan CaiShui for simpler financial management.
Professional, efficient, and worry-free — our service is built on these core values.
Free your business from complex tax and finance management so you can focus on core growth.