1. At least three full-time employees with accounting certificates.
2. The person in charge of the bookkeeping business must have professional and technical qualifications above accountant.
3. Have a fixed office space.
4. Have a sound agency bookkeeping standard and financial management system.
Secondly, the agency licensing and annual inspection business belongs to the category of industrial and commercial agency and belongs to the national unified examination qualification. So there should be employees with this qualification to carry out this kind of business.
Third, to start a financial consulting company, first apply to the Administration for Industry and Commerce for the approval and registration of the enterprise name, then apply to the local finance bureau for the agency bookkeeping license according to the pre-approval requirements, and then apply for the business license of the enterprise as a legal person according to the company's establishment procedures, the company's articles of association, the minutes of the shareholders' meeting, the determination of the business place, the capital contribution according to the articles of association, and the capital verification entrusted by an accounting firm.