About Yidao

For more than a decade, one thing: making sure the books hold up under examination.

Yidao Financial Consulting (Shanghai) Co., Ltd. was established in January 2014. We work across two core areas — cost management and risk control — providing end-to-end, process-driven professional services in finance and tax.

Yidao is a firm built on the genuine integration of business, finance and tax. We do not treat tax as bookkeeping after the fact; we look at the business from where finance and tax sit. Business structure determines the tax outcome — a judgement our work has confirmed repeatedly over more than a decade.

Since inception the practice has run along two lines: resolving substantive disputes between companies and the tax authority, and — through continuing advisory and on-site delivery — solving the problem before a dispute arises at all. The first demands experience and negotiating skill; the second demands method and tooling. Neither works without the other.

From 2021 we invested in proprietary tax risk detection tooling, modularising and standardising 264 tax risk points so that a company's tax position could be quantified for the first time. From 2023 the focus shifted to preventing risk before it crystallises; from 2025 we brought intelligent technology into financial analysis and forward-deployed delivery, forming the toolset we work with today.

Today the group has six wholly-owned offices including Hong Kong, with more than 100 delivery partners across 32 provinces and autonomous regions, and over 4,000 companies served. The platform brings together more than 30 practitioners drawn from government, academia, industry, tax firms, accounting firms and law firms, each with at least ten years in practice.

01 — What we believe

Mission · Vision · Values

Mission

To solve finance and tax problems through data and innovation, and to protect shareholders' interests through informed judgement.

Vision

A world with no books too difficult to examine — and business owners who can sleep at night.

Innovation

Track the rules, let technology carry the routine, and stay ahead of where the profession is going.

Rigour

Specialise, keep learning, and sharpen judgement in real engagements rather than in theory.

Care

Put the client first, listen properly, tailor the work, and protect the client's position in substance.

Generosity

Succeed by making others succeed — that is how we understand a working relationship.

02 — History

Milestones

2014
The firm is founded
Established in Shanghai, focused on tax risk management, corporate tax advisory and tax case work.
2021
Risk detection tooling v1.0
Development begins on the big-data tax risk system; tax risk becomes quantifiable.
2023
Reporting framework v7.0
The tax risk report reaches v7.0 and the practice pivots towards prevention.
2025
Intelligent finance and tax
AI is introduced into risk detection and HS classification; the cross-border and internal audit tools enter delivery.
2026
Forward-deployed delivery
The on-site delivery method — working papers, workflow and tooling — is formalised and productised.

03 — People

Who does the work

Yidao's professional judgement is signed off by a named partner. Out of respect for the privacy of current and former colleagues, this site does not publish individual names; it sets out roles, qualifications and the nature of each background. Engagement proposals disclose the full team.

Founder · Managing Partner

A background in multinational manufacturing finance; has set the firm's commercial and technical direction since inception

School of Finance, Fudan University
Enterprise services expert, Shanghai Municipal Commission of Economy and Informatization
Committee member, a democratic party's municipal economic affairs branch
Vice-chair of a regional chamber of commerce

Previously R&D controller for the Asia-Pacific division of a multinational automotive components group, controller at a multinational automation equipment company, and finance manager for an outbound investment in Africa.

Senior Specialist · Tax

A career in the tax administration covering collection, assessment and professional training

Certified Tax Agent (PRC)
Senior Economist (PRC)
Class II Constructor (PRC)
Member of the State Taxation Administration expert panel
Provincial specialist in land appreciation tax

Formerly deputy director of a district tax bureau and of a supervision and audit branch at prefecture level, associate professor at a tax officials' college, and an officer of the Large Business Department of the State Taxation Administration.

Independently conducted more than 10 land appreciation tax settlement reviews; led more than 80 tax risk responses and assessments; helped organise national and provincial tax proficiency competitions and selection examinations.

Compliance Director

Listed-company compliance and public accounting background; leads controversy work and report quality review

Certified Public Accountant (PRC)

Formerly compliance director of an A-share listed company and deputy managing partner of an accounting firm.

Led more than 40 land appreciation tax settlement filings and handled more than 30 tax disputes with the authorities.

Engagement Leaders

Engagement leaders covering tax, audit and books-rebuild delivery on site

Certified Tax Agent (PRC)
Certified Public Accountant (PRC)
Accountant (PRC)

Based in Shanghai, leading the team on on-site evidence gathering, working paper review and client liaison, and for performing the Tier 3 and Tier 4 procedures on forward-deployed engagements.

Specialist capacity is the real ceiling in this profession. Yidao caps the number of deep on-site engagements running in parallel, so that a partner genuinely reviews each one rather than lending a name to it.

04 — Standards

Three constraints we hold ourselves to

These are not slogans. They are written into the engagement letter, and they are grounds on which we will decline or stop an engagement.

The engagement relationship is settled first

Before work begins we confirm in writing who the client is, what the report is for, and how far it may be disclosed. A report whose own client is unclear carries no weight with a bank or a regulator, and can rebound on the person who commissioned it.

The data never leaves the premises

All analytical tooling runs on the client's own machines or inside our isolated environment. Ledgers, bank data and invoices are not uploaded to third-party cloud services. This is what makes on-site work acceptable to a client, and it is guaranteed by the architecture rather than by a promise.

How sensitive findings will be handled is agreed in advance

On-site work can surface findings that conflict with what the client hoped for. The handling rule must be written into the engagement letter at the outset — not negotiated once the finding exists, when every option is already compromised.

Have a specific problem and want a professional view on it?

Tell us the facts and we will tell you what kind of problem it is, how it is normally handled, and how far it can realistically be pushed on the evidence you have.