18513643616 galahad27@hotmail.com Fortune Financial Center, No. 5 East Third Ring Middle Road, Chaoyang District, Beijing

Account Management and Maintenance

Professional bank account management and maintenance services to ensure safe and efficient operation of enterprise accounts

Service Content

Account Information Change

Handle the change procedures for enterprise bank account information, including changes to enterprise name, legal representative, business scope, etc.

  • Enterprise Name Change
  • Legal Representative Change
  • Business Scope Change
  • Contact Information Change

Online Banking Opening and Maintenance

Open online banking services for enterprises and provide daily maintenance to ensure that enterprises can safely and conveniently conduct online fund operations.

  • Online Banking Opening
  • Online Banking Shield Management
  • Online Banking Permission Setting
  • Online Banking System Upgrade

Bank Reconciliation Service

Provide bank reconciliation services for enterprises to ensure that the income and expenditure records of enterprise bank accounts are consistent with bank records, and timely identify and handle differences.

  • Bank Statement Acquisition
  • Bank Reconciliation Processing
  • Difference Analysis and Processing
  • Reconciliation Report Preparation

Account Annual Inspection

Handle the annual inspection procedures for enterprise bank accounts to ensure the normal use of enterprise bank accounts.

  • Annual Inspection Data Preparation
  • Annual Inspection Procedure Handling
  • Annual Inspection Result Follow-up
  • Annual Inspection Report Preparation

Account Cancellation

Handle the cancellation procedures for enterprise bank accounts to ensure the safe closure of enterprise bank accounts.

  • Cancellation Data Preparation
  • Cancellation Procedure Handling
  • Account Balance Processing
  • Cancellation Certificate Acquisition

Settlement Service

Provide bank settlement services for enterprises, including the handling of settlement methods such as checks, drafts, wire transfers, etc.

  • Check Business
  • Draft Business
  • Wire Transfer Business
  • Other Settlement Business

Bill Service

Provide bank bill services for enterprises, including the acceptance and discounting of commercial bills.

Commercial Bill Acceptance

Handle the acceptance of commercial bills for enterprises to improve their payment capacity and commercial credit.

Commercial Bill Discounting

Handle the discounting of commercial bills for enterprises to help them obtain funds in advance.

Bill Management

Provide daily bill management services for enterprises to ensure the safety and timely processing of bills.

Service Process

1

Needs Confirmation

Understand the enterprise's account management needs and determine the service content and scope.

2

Data Preparation

Collect relevant enterprise data to prepare for handling account management business.

3

Business Handling

Handle account information changes, online banking opening, bank reconciliation and other businesses according to enterprise needs.

4

Result Feedback

Feedback the handling results to the enterprise and provide relevant suggestions and follow-up services.

Required Materials

Basic Materials

  • Copy of business license
  • Copy of organization code certificate (not required after three-in-one)
  • Copy of tax registration certificate (not required after three-in-one)
  • Copy of legal representative's ID
  • Copy of agent's ID

Business-Specific Materials

  • Account information change: Change certificate documents
  • Online banking opening: Power of attorney
  • Account annual inspection: Annual inspection report
  • Account cancellation: Cancellation application
  • Other materials required by the bank

Professional Account Management and Maintenance Services