Startup or Companies want to build up finance & accounting competencies

1. Proposal Operations Overview (Customization) 

【Phase 1】：Preliminary Setup & Information Gathering (Kick-off) 

• Customization: Create a Client-Specific NotebookLM Workspace, set up a dedicated NotebookLM notebook for each client, import company profiles, org charts, product info, etc. 

• Data Upload and Integration: Collect and upload the following data to NotebookLM: 

1. Company Profile, Organization Chart, Vision/Mission, Major Products and Markets (imported into various formats such as customer Google Docs, presentations, PDFs, web links,etc.) 

2. Financial reports for the last three years (including income statement, balance sheet, cash flow statement) 

3. Business model presentation, revenue/cost analysis for recent years thewindowsclub.blog+1clickthis.blog+1 

4. Preliminary Analysis and Summary: Utilize NotebookLM’s summary function to quickly grasp the current status of the business and prepare for subsequent diagnosis. 

Work Item	Description	Information to be obtained from the client
Client briefing session	Confirmation of the current status, background and expectations of the company’s operations.	Company profile, organization chart, vision/mission, major products and markets
Initial demand interview	Confirmation of counseling focus and pain points.	Record of initial interview with CEO / CFO, internal briefing materials
Basic financial inventory	Evaluate current financial management foundation.	Financial reports for the last three years (including income statement, balance sheet, and cash flow statement)
Questionnaire or interview design	Design of assessment tools for operational and financial decision-making processes.	NA

【Phase 2】：Situation Analysis & Issue Focus 

   Data Analysis with NotebookLM 

• In-depth analysis: Use the Q&A function to ask in-depth questions about the uploaded data, e.g. “What are the key drivers of revenue growth in the last three years?”. 

• Visualization of data: Use the chart analysis function to help interpret the charts in financial statements and identify key trends. 

• Issue organization: Organize the diagnosed core issues into notes, which will serve as the basis for subsequent strategic planning. 

• Suggested Actions: Ask questions about your client’s current operations and financial situation through the “Conversation Function” and receive immediate responses. 

• New operation suggestion: Based on the analysis results, organize the common questions and challenges of customers and form FAQ. 

            ⮕ Purpose: To quickly grasp the current situation of the customer and provide targeted diagnosis and recommendations. 

Work Item	Description	Information from the client
Analysis of current operation situation	Market positioning, business model, revenue structure, etc.	Business model presentation, revenue/cost analysis in recent years.
Financial health check	Working capital, capital flow and financial ratio analysis.	Detailed cost structure, accounts receivable aging, cash flow estimation.
Diagnosis of key issues	Integrate management and financial perspectives to identify core issues.	Minutes of internal meetings (if any), draft of strategic plan.

【 Phase 3】：Mid-to-Long-Term Strategy & Financial Planning 

• Financial Simulation: Create financial models for different strategic scenarios and conduct comparative analysis using NotebookLM to find the most appropriate solution. 

• Proposal Writing: Based on the analysis results, write a decision-making proposal and use the NotebookLM function to automatically generate a financial simulation report based on the imported financial data. 

• Visual data presentation: Integrate the generated charts and images into the proposal presentation to enhance the persuasiveness and professionalism of the proposal. 

Work Item	Description	Information from the client
Development blueprint co-creation	Assisting enterprises in mapping out their development direction for the next 3 to 5 years.	Market forecasts, potential investment plans, technology development blueprints.
Financial modeling	Utilize 3–5-year P&L/capital flow/capital requirement models to simulate different strategic scenarios.	Capital utilization plan and existing investment data.
Decision-making proposal	Consolidate the proposed direction and establish an executable medium- and long-term financial path.	None (to be integrated by us)

【Phase 4】：Implementation & Iterative Review 

• Action plan tracking: Use the “Timeline function” to upload implementation plans and progress reports to track the progress of each task. 

• Regular review, update and adjustment: Conduct regular review meetings with clients and use the “Dialogue Function” to review the progress and effectiveness of counseling to ensure its continuity and effectiveness and make timely adjustments to strategies and action plans. 

• Results Integration and Reporting: Organize counseling results into a report and upload it as the closing data. 

Work Item	Description	Information from the client
Deepening counseling topics	In-depth counseling according to the theme, such as: capital planning, internal control, fund-raising presentation.	Relevant project details.
Rolling review	Quarterly or biannual review of progress and revision of paths.	Report on financial performance and action results for each period.
Integration of government programs	Ensure compliance with KPIs and output requirements of SMEs and start-ups.	Progress reports and underwriting documents.

2.Summary of the list of information to be obtained from the customer 

Category	Details	NotebookLM Applications
Company Information	Coordinator, Registered Address, Company Profile, Organization, Product/Technology Briefing.	Notebook creation and centralized management.
Financial Statements	Income Statement, Balance Sheet, and Cash Flow Statement for the last three years.	Summary and Chart Analysis.
Business and Market	Customer Structure, Revenue Sources, Product Gross Profit, Competitive Analysis, Market Forecasts.	Q&A function for in-depth analysis.
Financial and Strategic Planning	Investment plans, expansion blueprints, and capital utilization planning.	Strategy co-creation and simulation analysis.
Internal Governance and Risk	Authority and responsibility system, internal control system, contract templates, significant risk description.	Issue organization and tracking.
Others	Fundraising presentations, investor communication documents, intellectual property information, etc.	Integration and report writing.

3. Standardized Flowchart (Summary)  

1. Kick-off Meeting→2. Data Collection & Situation Analysis→ 3. Strategy Co-creation & Financial Modeling→ 4. Advisory Execution → 5. Progress Review & Government Compliance 

Contact us:

Accountable CPA : Judy Wang
judywang@evershinecpa.com
Mobile：+886-972235766    
wechat ID：Judy_Evershine
LinkedIn：linkedin.com/in/yihsuanwang    

Evershine affiliates Information

Evershine has 100% affiliates in the following cities:
Headquarter, Taipei, Xiamen, Beijing, Shanghai, Shenzhen, New York, San Francisco, Houston, Phoenix
Tokyo, Seoul, Hanoi, Ho Chi Minh, Bangkok,
Singapore, Kuala Lumpur, Manila, Dubai,
New Delhi, Mumbai, Dhaka, Jakarta,
Frankfurt, Paris, London, Amsterdam,
Milan, Barcelona, Bucharest,
Melbourne, Sydney, Toronto, Mexico

Other cities with existent clients:
Miami, Atlanta, Oklahoma, Michigan, Seattle, Delaware;
Berlin, Stuttgart; Prague; Czech Republic; Bangalore; Surabaya;
Kaohsiung, Hong Kong, Shenzhen, Donguan, Guangzhou, Qingyuan, Yongkang, Hangzhou, Suzhou, Kunshan, Nanjing, Chongqing, Xuchang, Qingdao, Tianjin.

Evershine Potential Serviceable City (2 months preparatory period):
Evershine CPAs Firm is an IAPA member firm headquartered in London, with 300 member offices worldwide and approximately 10,000 employees.
Evershine CPAs Firm is a LEA member headquartered in Chicago, USA, it has 600 member offices worldwide and employs approximately 28,000 people.
Besides, Evershine is Taiwan local Partner of ADP Streamline ®.
(version: 2024/07)

Please contact us by email : HQ4TPE@evershinecpa.com

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