On February 20, 2019, the national tour lecture 'The Ultimate Secret of Service as Marketing - Management and Marketing of Agency Bookkeeping Companies', jointly organized by Yunzhangfang & Wanzhong Enterprise Services and Moxi Business School, kicked off in Shanghai. This was the third stop after the lectures in Nanjing and Beijing. More than 150 bosses of agency bookkeeping companies from all over the country gathered on the spot. As the organizer of this event, Yunzhangfang, while having a huge customer base, is well aware of the pain points of bookkeeping agencies. The corporate values of Yunzhangfang: Customer success comes first. The purpose of organizing this lecture tour is to help major bookkeeping institutions across the country avoid detours and develop in a positive direction.

Against the backdrop of the turbulent transformation in the finance and taxation industry, all bookkeeping agencies are confronted with various difficulties and challenges, big or small. Liu Zhongxiang, the general manager of Yunzhangfang Region, pointed out: 'With ABC prevailing and the economy in a downturn, how can traditional bookkeeping agencies transform and upgrade?' Due to the rising costs of raw materials, tax reforms, the capital winter and the increase in labor costs, more and more small and micro enterprises are going out of business. Traditional bookkeeping companies are in a difficult situation, facing both internal and external troubles. How did the industry leaders break the deadlock and secure a place in the market? Take Shanghai Yusheng, a company that combines technology flow and Internet marketing, as an example. The company's high-net-worth clients have started to have their bookkeeping services handled at zero cost. After the number of accounts of Nanjing Zhangshui exceeded 12,000 in 2018, its founder Chen Yuanchao began to allow accountants to spend more time communicating with customers - enhancing customer care and exploring value-added services. These are all the objects we need to learn from. The most important thing is that we should think clearly about what exactly we lack compared with them.

Mr. He, who holds multiple identities such as the chairman of Qiying, the founder of Moxi Technology, and the copyright owner of the fishbone diagram for agency bookkeeping, has distilled the industry insights and methodologies he has gained during the development of his enterprise and solidified them in the management system. He shared his valuable experience accumulated over many years in the finance and taxation industry with the guests present at the meeting. Mr. He said, 'How can bookkeeping companies do a good job in management and marketing? First of all, they should turn enterprise services into marketing opportunities. For instance, by making flexible adjustments in the tax verification process and creating opportunities to communicate with the clients' bosses, it will greatly increase the clients' satisfaction with the company's services, thereby achieving the goal of acquiring new customers from existing ones.' Secondly, there is the fishbone diagram of the bookkeeping industry service based on the principle of compound interest. In the management and service of a company, there are multiple nodes. If we improve the service quality of each node by 10%, the overall service efficiency will increase by more than several times. However, this is only a methodology, and the specific situation still needs to be adapted to the individual and local conditions. Everyone can, based on the actual situation of their respective companies, refine the service fishbone diagram of their own companies. Of course, apart from the fishbone diagram, the standardization of enterprise management and marketing is also a key to the development of enterprises. Only by integrating systems with management can the fishbone diagram be implemented and the company grow rapidly. It is reported that the Qiying Small and Medium-sized Enterprise Service Platform, which has advanced both marketing and management simultaneously, has now exceeded 10,000 users. Moreover, it has achieved an outstanding record of over 1,000 new users in the winter campaign for two consecutive months. The success of Qiying is not accidental but inevitable.