Services/Management Reporting & Outsourced CFO Support
Professional Solutions

Management Reporting & Outsourced CFO Support

Management reporting and decision support built from reconciled accounting and operating data.

Caigeek turns accounting and operating data into monthly management reports, profitability analysis, budgets, and decision support. English-language reporting is available for international management teams.

CFO
Level advisory
30+
E-commerce clients served
100%
Client renewal rate
10+ yrs
Software × finance experience

Client count and renewal data as of July 2026. Renewal rate is calculated among clients that had reached a contractual renewal date.

When You Need an Outsourced CFO

Profit structure is a blur

You cannot tell which product, channel, or creator partnership contributes real margin.

Decisions without data

You want to expand SKUs, raise ad spend, or raise capital — and finance cannot support the call.

No real monthly review

No monthly process linking performance, business drivers, and recommended actions.

What the Advisory Covers

Monthly business review meetings and management reports
Profitability analysis by product, channel, and creator partnership
Inventory turnover and working-capital alerts
Fundraising plan design and financial due diligence support
Budget preparation and execution tracking
Financial modeling for major investment decisions

Why Caigeek

Monthly reporting links results, business drivers, and recommended actions
Profitability visibility by product, platform, channel, and creator partnership
Flexible advisory support without adding a separate full-time senior role
More than a decade of combined software and finance experience
Decision support delivered within the agreed service scope

How the Advisory Works

1

Business Interviews

Understand your platforms, products, channels, and decision pain points

2

Data Modeling

Build the management reporting model and KPI dashboard

3

Monthly Delivery

A monthly report linking performance, drivers, and recommended actions

4

Action Tracking

Follow budget execution and the rollout of improvements

5

Strategic Support

Fundraising, category expansion, channel optimization, and more

FAQ

Finance outsourcing is the execution layer: reconciliation, bookkeeping, and tax filing. An outsourced CFO is the decision layer: profit analysis, problem finding, and action recommendations. The two can be bought separately or combined as a full outsourced finance department.

At the start of each month Caigeek issues a management report covering revenue, cost, inventory, and cash flow, highlighting exceptions and practical recommendations. The monthly review confirms priorities, action items, and owners with your management and operations teams.

Typically brands with annual revenue above RMB 10 million, multi-platform operations, and owners who want to see their profit structure clearly or are preparing to raise funds or expand. Smaller businesses can start with finance outsourcing and add advisory services as they grow.

Yes. Management reports, dashboards, and the monthly review can all be delivered in English, which suits foreign-invested sellers and overseas headquarters that need visibility into China operations.

Turn monthly reporting into clearer management decisions

Caigeek links performance, business drivers, and recommended actions in each monthly review.