我们做什么

What we do

我们把您需要关注的经营指标，做成口径清楚、可以持续使用的管理报表和仪表盘；也可以从 Excel 或现有系统导出的数据开始。

We turn the figures you need to watch into management reports and dashboards with clear definitions that you can keep using. We can also start from Excel or exports from your current systems.

在工具可用的前提下，服务内容可以包括：

Where the tools are available to you, the work can include:

• 与您确认需要查看的指标和切分方式（例如按期间、客户、产品或仓库）
• 在 Power BI 或 Business Central 中搭建管理报表
• 说明数据来源和刷新方式
• 用中文或英文讲解如何阅读这些管理报表

• Agreeing the measures and breakdowns you want to see (for example by period, customer, product or warehouse)
• Building management reports in Power BI or Business Central
• Explaining the data sources and how the reports refresh
• Walking through the management reports in Chinese or English

我们不做什么

What we do not do

报表搭建本身不包括年度财务报表、所得税申报底稿（IR4）、审计、当地税务申报、代管资金、代客户付款、公司设立、名义董事，或投资、保险、贷款方面的建议。经另行约定，可另行为新西兰小型公司编制年度财务报表及所得税申报底稿（IR4）；申报由公司自行提交，或由其现有 tax agent 办理。我们不做受监管的 financial advice。我们不是注册 tax agent。

A report build itself does not include annual financial statements, income tax return workpapers (IR4), audits, local tax filing, holding of client funds, payments on a client’s behalf, company incorporation, nominee directorships, or advice on investments, insurance or lending. Those annual statements and IR4 workpapers can be prepared separately by arrangement for small New Zealand companies; filing is done by the company itself or by its existing tax agent. We do not provide regulated financial advice. We are not a registered tax agent.

报表呈现的是源数据：数据口径由双方书面确认，源数据的质量会影响报表结果。我们不承诺具体效果。

Reports show your source data: the data definitions are confirmed in writing by both sides, and the quality of the source data affects the results. We do not promise specific results.