What does a financial advisor do and what does a financial advisor do?

A common problem in enterprises at present.

Corporate accounting is not professional enough.

The boss doesn't understand finance and taxation and doesn't pay attention to it.

Nearly 99% of enterprises have financial and tax problems! Check for accuracy!

Once the tax problem is found out, it will be fined, rectified or sentenced to jail!

Once financial problems erupt, increasing costs will affect profits and drag down operations!

For individuals or enterprises, Lichen Consulting can reduce financial risks, reduce taxes, standardize finances, and help enterprises solve problems.

Financial advisors mainly deal with: solving accounting standards, financial systems, execution tracking, cost control, accounting guidance, financial and tax management processes, accounting and tax review, financial and tax risk investigations, such as:

1. Quarterly and annual financial statements and tax statements for compliance review, and provide accounting treatment and data accounting advice document reports;

b. Quarterly and annual tax practice review and tax risk detection, and provide tax saving guidance and risk avoidance document reports;

c.One-on-one expert on-the-fly solution guidance for personal or business problems.

A financial consultant is a professional who has professional financial knowledge to provide customers with investment and financial advisory and planning services. The job responsibilities and services of financial advisors vary from company to company and industry to industry. Financial advisors should be diligent and conscientious, and abide by industry norms and professional ethics.

According to the relevant provisions, the acquirer shall engage a professional institution registered in China with the qualification to engage in financial advisory business as a financial adviser in the acquisition of a listed company.

If the acquirer fails to hire a financial adviser in accordance with the regulations, it shall not acquire the listed company. Financial advisors should be diligent and conscientious, and abide by industry norms and professional ethics. Maintain independence and ensure the authenticity, accuracy and completeness of the documents produced and issued.

If the financial adviser believes that the acquirer is using the acquisition of the listed company to harm the legitimate rights and interests of the acquired company and its shareholders, it shall refuse to provide financial advisory services to the acquirer. In order to perform its duties, the financial adviser may engage other professional institutions to assist it in verifying the acquirer, but shall make independent judgments on the information provided and disclosed by the acquirer.

Financial advisers generally provide reference opinions for solving major issues and outstanding problems in financial accounting and management, and the matters that need to be provided generally include: accounting treatment of rare economic business, handling of tax-related matters, financial decision-making, financial internal control, etc.

A financial advisor is a financial advisor who will be guided by you in the development of financial work and how it should be, or if you encounter financial problems, you will be asked to solve them. Your work matters.

Financial advisers can be divided into the following according to the different service objects of the financial adviser

Corporate Finance Advisory: Tax & Financial Planning & Management Consulting. The specific scope of responsibilities is subject to the requirements of the enterprise, and the corresponding services are provided within the scope permitted by law.

Private Financial Advisors: Family financial planning and management consulting. Includes personal and family asset and liability planning, covering the following:

According to the calculation of personal or family income and expenditure, according to the customer's risk preference, to provide financial advice with legal tax saving, asset preservation and appreciation as the planning goals, the common ones are insurance plan planning, financial assets and other quick movable assets and immovable assets and other portfolio investment plans (refer to the content of corporate financial advisors for enterprise investment). The specific scope of responsibilities shall be subject to the service contract signed by both parties, and the corresponding services shall be provided within the scope permitted by law.

The job responsibilities of the financial adviser are: 1. Conduct due diligence on the relevant circumstances of the acquirer; 2. Fully verify and verify whether the acquirer complies with the provisions of these Measures and the authenticity, accuracy and completeness of the content of the application documents, and express professional opinions on the acquisition matters objectively and fairly; 3. Accept the entrustment of the acquirer, submit the application materials to the China Securities Regulatory Commission, and organize and coordinate the acquirer and other professional institutions to reply according to the review opinions of the China Securities Regulatory Commission. ”

Financial advisor refers to a financial intermediary that can formulate financial operations, financial allocation and investment management according to the needs of customers.

1. Help enterprises establish a complete accounting system, help understand tax laws and regulations, choose tax policies according to the specific situation of enterprises, and use them reasonably.

2. Improve corporate finance and tax-related practices, and pay attention to tax-related accounting treatment.

3. Convey the latest tax trends, the application and handling of various preferential tax policies, external tax inspection and statistical inspection, etc.

4. Financial and tax consultants refer to professional investment management companies that provide enterprises with overall listing plan design, asset restructuring and restructuring plan formulation, financial planning and tax planning, capital operation planning, etc. in investment consulting services.

In the investment consulting services, the financial and tax consultants provide enterprises with the overall plan design of listing, the formulation of asset restructuring and restructuring plans, financial planning and tax planning, and capital operation planning.

Provide feasibility analysis for the listing of the company on the basis of comprehensive due diligence; Assist the company in designing the overall listing plan and drawing up the work schedule; Assist enterprises in formulating asset restructuring and restructuring plans according to the listing plan; Finding and introducing suitable strategic investors and financial investors for the company; Assist enterprises in contacting and screening listing intermediaries; Assist enterprises in formulating equity incentive plans and management buyout plans; Provide financial planning, tax planning and other financial and tax advisory services for enterprises.

Introduction:

1. Play the role of an assistant in the realization of management according to law, and promote the operation and management activities of enterprises into the track of the legal system;

2. Play a consulting role in encountering legal problems to ensure that enterprises act in accordance with the law;

3. Play a guiding role in the implementation of economic contract management, and realize the comprehensive and scientific management of economic contracts by enterprises;

4. Play a leading and mediating role in resolving disputes, straighten out the relationship between the enterprise and the outside, and safeguard the legitimate rights and interests of the enterprise;

5. Play a promoting role in legal education and help enterprise workers enhance their concept of legal system.

Answer: Financial and tax consultant refers to a professional investment management company that provides enterprises with the overall design of listing plans, asset restructuring and restructuring plans, financial planning and tax planning, capital operation planning, etc. in investment consulting services.

Basic introduction. Provide feasibility analysis for the listing of the company on the basis of comprehensive due diligence;

Assist the company in designing the overall listing plan and drawing up the work schedule;

Assist enterprises in formulating asset restructuring and restructuring plans according to the listing plan;

Financial and tax consultants are the use of tax laws and tax policies to provide a variety of services for the optimization of taxpayers' tax behavior, solve tax problems, handle tax matters in the name of taxpayers under the authorization of taxpayers, coordinate the handling of tax-enterprise relations, and mediate tax disputes. Its role has the following seven aspects:

1) Consultation and interpretation of laws and regulations related to finance and taxation.

2) Guidance on the application of preferential tax policies.

3) Modification and approval of tax-related clauses of daily purchase and sale and labor contracts.

(4) Assist enterprises to conduct financial and taxation legal training for their employees.

5) Assist and guide enterprises to conduct tax health checks.

6) Issue advisory opinions and demonstration analysis reports for specific issues and specific projects.

7) Participate in tax-related negotiations and communication on behalf of enterprises, and carry out tax planning.

The work content of financial and tax consultants is as follows:1. Receive the business flow sheet and customer information provided by the sales consultant, and understand the customer needs.

2. Communicate with new customers in a timely manner, determine business needs, answer customer inquiries, and undertake value-added services.

3. Divide the agency business and agency business according to customer needs.

4. After the agency business information is completed, it will be submitted to the field supervisor, and the accounting assistant will be assigned after reviewing the agency business handover order.

5. Push the order pick-up notification to guide the customer to confirm the tax message.

6. Guide and train customers to operate related processes and receive customer bills.

7. Pre-sales and after-sales support, answering questions from sales consultants.

8. Deal with the problems that need to be communicated with customers in the work of the host accountant and accounting assistant.

9. Return visits from old customers, training customer experience, and communicating related matters related to contract renewal.

10. Tracking and confirmation of taxpayers' input invoice certification.

11. Update the knowledge base of the accounting department every week.

Financial advisers shall perform the following duties:

1) Conduct due diligence on the relevant circumstances of the acquirer;

2) Provide professional services to the acquirer at the request of the acquirer, comprehensively assess the financial and operating conditions of the acquired company, help the acquirer analyze the legal, financial and operational risks involved in the acquisition, put forward countermeasures and suggestions on the acquisition, acquisition methods, payment arrangements and other matters involved in the acquisition plan, and guide the acquirer to prepare the declaration documents in accordance with the prescribed content and format;

3) Counseling the acquirer on the standardized operation of the market, so that the directors, supervisors and senior management of the acquirer are familiar with the relevant laws, administrative regulations and the regulations of the China Securities Regulatory Commission, fully understand their obligations and responsibilities, and urge them to perform reports, announcements and other statutory obligations in accordance with the law;

4) Fully verify and verify whether the acquirer complies with the provisions of these Measures and the authenticity, accuracy and completeness of the content of the application documents, and express professional opinions on the acquisition matters objectively and fairly;

5) Accept the entrustment of the acquirer, submit the application materials to the China Securities Regulatory Commission, and organize and coordinate the reply of the acquirer and other professional institutions according to the review opinions of the China Securities Regulatory Commission;

6) Sign an agreement with the acquirer, and within 12 months after the completion of the acquisition, continue to supervise the acquirer to comply with laws, administrative regulations, regulations of the China Securities Regulatory Commission, the rules of the first exchange, and the articles of association of the listed company, exercise the rights of shareholders in accordance with the law, and earnestly fulfill the commitments or relevant agreements.

Hello, financial advisers usually provide reference opinions for solving major issues and outstanding problems in financial accounting and management, and the matters that need to be provided generally include: accounting treatment of rare economic business, treatment of tax-related matters, financial decision-making, financial internal control, etc. Hope it helps.

The specific job of a financial advisor is to provide financial advice to clients, how to reduce loan interest, how to save taxes, and then repay bridge loans.

With the improvement of the quality of life, many emerging industries have been born, such as financial and tax consultants, many people are curious, what does financial and tax consultants do? In fact, the main tasks of financial and tax consultants are: 1. Improve the relevant affairs of corporate finance and taxation in the enterprise, and pay close attention to tax-related accounting treatment.

2. Help enterprises understand the relevant tax laws and regulations, and then establish a corresponding accounting system, which can choose tax policies according to the actual situation of the enterprise, and can be used reasonably. 3. Deliver new tax news and the application and handling of various preferential tax policies for enterprises. 4. Find suitable strategic investors and financial investors for the enterprise.

Summary. Hello, I'm glad to answer this question for you, first of all, sales consultant refers to the training of inside salespeople and the general understanding of the common sense involved in the work of a general term of the group. In the financial company, it is a sales service person who provides customers with consultative consumer consulting and shopping guide services, and what does the sales consultant of the financial company do.

First of all, sales consultant refers to the general term for the training of internal sales personnel and the common sense involved in the work to solve a general group. In the financial company, it is a sales service staff who provides customers with consultative consumer consulting and shopping guide services, and if a customer comes to the company to understand the situation, I normally need to prepare something, or what to say.

Hello, in fact, it is to do the inspection, decision-making, planning and control, focusing on the organization, use and management of funds. You can ask him first to understand the internal defeat and praise in that aspect. Just give a reply and don't be too nervous.