FLOEEOSTRATEGY & ADVISORY
聯絡 FLOEEOContact FLOEEO

FLOEEO

看懂生意，
價值延續。Understand business.
Build lasting value.

整合商業洞察、財稅專業、永續研究與數位技術，協助企業掌握商機、改善營運。

We bring together business insight, finance and tax expertise, sustainability research and digital technology to identify opportunities and improve operations.

掌握市場機會，需要產品、財務與營運條件的配合。我們研究客戶與採購需求，分析訂單、成本及現金流，也處理永續資料與系統建置。涉及財稅、法律及其他專業議題時，由 FLOEEO 連結相關夥伴參與。

Market opportunities depend on product, financial and operating conditions. We research customers and procurement needs, analyse orders, costs and cash flow, and build sustainability data processes and business systems. FLOEEO brings in relevant partners for finance, tax, legal and other specialist matters.

填寫需求，安排初步討論 Tell us about your needs 查看服務 View services
跨境商業團隊在工作桌上整理資料與問題
FLOEEO / FRAME & CONVENE 商業研究與專業協作 Business research & specialist coordination
機能布料、訂單文件與資料分析工作桌
FLOEEO / BUSINESS INTELLIGENCE 成長分析與供應鏈資料 Growth & supply-chain intelligence
AI 工程團隊開發 AI 工作流程與網頁系統
FLOEEO / AI ENGINEERING AI 與客製化系統建置 AI & custom systems
01 / WHEN TO CALL

經營現場的四個提問

Four questions from everyday business

01

哪些客戶與產品，值得持續投入？

Which customers and products deserve further investment?

歷年訂單、客戶往來與市場資料，記錄了需求如何變化。我們分析客戶與產品的銷售表現，找出既有合作的成長空間，作為業務開發與資源分配的參考。

Order history, customer correspondence and market data show how demand has changed. We analyse customer and product performance to identify growth within existing relationships and inform business development and resource allocation.

02

客戶要求的永續資料，準備好了嗎？

Is your sustainability data ready for customer requests?

證書、測試報告與供應商紀錄，往往分散在不同部門。我們依問卷及揭露要求核對資料，列出缺漏與更新事項，協助企業準備回覆並安排後續改善。

Certificates, test reports and supplier records often sit across different departments. We check them against questionnaire and disclosure requirements, identify gaps and updates, and help prepare responses and improvement plans.

03

一項營運安排，如何影響財務與稅務？

How will an operating decision affect finance and tax?

跨境交易、海外設點與進出口安排，牽動成本、資金收付及稅務處理。我們整理交易流程與財務假設，結合相關專業意見，比較不同方案對營運的影響。

Cross-border transactions, overseas operations and trade arrangements affect costs, payments and tax treatment. We map transaction flows and financial assumptions, then incorporate specialist advice to compare the operating implications of each option.

04

哪些日常作業，適合交給系統？

Which daily tasks could a system handle?

遺漏的詢價、反覆追問的訂單進度、每月人工彙整的報表，都是值得檢視的工作環節。我們分析流程與資料使用方式，判斷網站、系統串接或 AI 工具可以如何改善作業。

Missed enquiries, repeated order-status requests and manually compiled monthly reports are useful places to start. We examine workflows and data use to determine how a website, system integration or AI tool could improve the work.

02 / OUR SERVICES

市場、財稅、永續與數位營運

Markets, finance, sustainability and digital operations

四項服務可個別委託，也可依企業的發展計畫組合。從市場開發與經營分析，到制度、資料及系統建置，均有對應的專業與實作。

Each service can be commissioned separately or combined around your business plans. We provide specialist expertise and implementation across market development, business analysis, management practices, data and systems.

01FLOEEO

Growth Intelligence

研究市場、競爭者與目標客戶，分析既有交易及業務表現，協助企業選擇開發對象、掌握採購需求，制定市場拓展與成長策略。

We research markets, competitors and target customers, and analyse transactions and sales performance to help businesses choose prospects, understand procurement needs and develop market expansion and growth strategies.

商業洞察與成長策略

Business Insight & Growth Strategy

查看服務內容View all services

02FLOEEO

ESG Data & Risk

從碳盤查、氣候與自然風險，到供應商評估及永續揭露，協助企業建立資料與管理制度，回應採購及揭露要求，追蹤改善成效。

From carbon inventories and climate and nature risks to supplier assessments and sustainability disclosures, we help establish data and management practices, respond to procurement and disclosure requirements, and track improvements.

ESG 資料與風險管理

ESG Data & Risk Management

查看服務內容View all services

03FLOEEO × PROFESSIONAL PARTNERS

Financial & Regulatory Alignment

分析成本、獲利與現金流，建立管理報表及財務流程；涉及跨境交易與稅務安排時，結合會計、稅務及法律專業，比較方案並規劃執行。

We analyse costs, profitability and cash flow, and establish management reporting and financial procedures. For cross-border transactions and tax arrangements, we bring together accounting, tax and legal expertise to compare options and plan implementation.

財稅管理與法規協作

Finance, Tax & Regulatory Coordination

查看服務內容View all services

04FLOEEO

Business Systems & AI Solutions

開發企業網站、管理系統與 AI 工具，串接客戶、訂單及文件資料，減少重複輸入與人工彙整，協助團隊掌握業務與作業進度。

We develop corporate websites, management systems and AI tools, connecting customer, order and document data to reduce repeated entry and manual reporting and help teams keep track of business and operating progress.

商業系統與 AI 解決方案

Business Systems & AI Solutions

查看服務內容View all services
03 / A PLACE TO START

現在最想處理哪一件事？

What would you like to work on?

01 / GROWTH 找出既有客戶的成長機會Find growth opportunities in existing accounts 成長機會掃描 · 預估 5–7 個工作天Growth Opportunity Scan · Est. 5–7 working days

分析 B2B 或出口企業累積的 2–3 年客戶、訂單與產品資料，找出既有合作的成長機會與後續開發重點。

Analyse 2–3 years of customer, order and product data from a B2B or export business to identify growth opportunities and development priorities within existing relationships.

所需資料
Input
訂單、客戶、產品資料
Order, customer and product data
專案成果
Output
商機優先順序、分析依據與後續行動建議
Priorities, evidence and recommended actions
首版交付
First delivery
預估 5–7 個工作天
Est. 5–7 working days
固定範圍報價 依資料範圍與分析內容確認
Fixed-scope quotation Based on agreed data scope and analysis
討論這項需求Discuss this need

準備開發新客戶？Looking for new customers? 查看目標品牌與客戶研究 →Explore target brand and customer research →

02 / ESG & REGULATION 整理品牌要求的 ESG 資料Prepare the ESG data your customers need ESG 與法規資料健檢 · 預估 7–10 個工作天ESG & Regulatory Data Review · Est. 7–10 working days

針對品牌、銀行、投資人或主管機關的要求，檢查現有資料與佐證，列出待補文件及改善事項。

Review existing data and evidence against requests from brands, banks, investors or regulators, and identify missing documents and improvements.

所需資料
Input
問卷、Excel、證書、報告與現有流程
Questionnaires, spreadsheets, certificates, reports and workflows
專案成果
Output
要求對照表、佐證缺口清單、回覆資料彙整與改善優先順序
Requirement map, gaps, response pack and priorities
首版交付
First delivery
預估 7–10 個工作天
Est. 7–10 working days
固定範圍報價 涉及專業簽證或法律意見時，合作方另行評估
Fixed-scope quotation Regulated professional opinions are assessed separately
討論這項需求Discuss this need
03 / BUSINESS & REGULATION · FLOEEO 比較跨境交易與財稅安排Compare cross-border trade and tax arrangements 財稅與法規決策簡報 · 預估 5–10 個工作天Financial & Regulatory Alignment Brief · Est. 5–10 working days

針對跨境交易、公司架構、進出口或稅務安排，整理財務假設與既有專業意見，供管理層比較方案及決定處理順序。

Bring together financial assumptions and existing professional advice on cross-border transactions, company structures, trade or tax arrangements so management can compare options and set priorities.

所需資料
Input
合約、流程、財務假設與現有專業意見
Contracts, workflows, financial assumptions and existing advice
專案成果
Output
問題分析與關聯圖、關鍵假設、專業分工及決策順序
Issue map, assumptions, specialist roles and next decisions
首版交付
First delivery
預估 5–10 個工作天
Est. 5–10 working days
專案式報價 受規範的法律、會計與稅務意見由具資格的專業方承作
Project quotation Regulated legal, accounting and tax advice is delivered by qualified professionals
討論這項需求Discuss this need
04 / AI & SYSTEMS · FLOEEO 驗證一段流程是否適合數位化Test whether a workflow is ready to go digital AI 工作流程原型 · 預估 10–15 個工作天AI Workflow Prototype · Est. 10–15 working days

選取一段現有作業，試做網站、AI Agent、自動化或管理系統原型，檢驗實際操作效果與限制，作為正式建置的參考。

Prototype a website, AI agent, automation or management system around one existing workflow. Assess how it works in practice and where its limits lie before planning a full build.

所需資料
Input
現有作業流程、範例資料與使用者需求
One real workflow, sample data and user needs
專案成果
Output
可操作原型、驗證結果、限制條件與正式建置範圍
Working prototype, validation results, constraints and full-build scope
原型交付
Prototype
預估 10–15 個工作天
Est. 10–15 working days
固定範圍報價 原型驗證後，再決定是否進入完整系統建置
Fixed-scope quotation Full build is considered only after the prototype is validated
討論這項需求Discuss this need
04 / CORE TEAM

金融、產業與技術的實務交會

Experience across finance, industry and technology

Will 負責商務、財務與 ESG 分析，Sharon 提供紡織及供應鏈的實務經驗，Jimmy 負責資料架構、AI 與系統開發。團隊共同檢視研究結論、現場需求與技術可行性。

Will leads commercial, financial and ESG analysis; Sharon brings textile and supply-chain experience; Jimmy develops data architecture, AI and systems. Together, they assess research findings, operating needs and technical feasibility.

WC / 01

Will Chia

Commercial, Finance & ESG
  • 玉山金控｜參與氣候與自然風險方法建立E.SUN Financial Holding — contributed to climate and nature risk methodologies
  • 出口製造業｜參與客戶、訂單、財務與供應鏈管理Export manufacturing — customer, order, finance and supply-chain management

結合金融風險與產業實務經驗，分析企業的成長機會、獲利結構與營運風險，並協調相關專業與技術夥伴參與。

Combines financial risk and industry experience to analyse growth opportunities, profitability and operating risk, coordinating relevant specialist and technical partners.

SL / 02

Sharon Lin

Textile & Supply Chain

以紡織與供應鏈實務為基礎，串聯材料、產品、供應商與品牌採購需求。將現場使用的資料與作業經驗，整理為產品、供應商及工作流程的管理依據。

Draws on textile and supply-chain experience to connect materials, products and suppliers with brand procurement needs, turning operational data and practical knowledge into product, supplier and workflow management practices.

JW / 03

Jimmy Wu

Data, AI & Systems

負責資料架構、AI Agents 與客製化系統開發，將業務規則與使用需求轉為系統功能，並考量資料串接、操作介面、維護與後續擴充。

Develops data architecture, AI agents and custom systems, translating business rules and user needs into working features with integration, usability, maintenance and future expansion in mind.

05 / FLOEEO EXPERTISE NETWORK

FLOEEO｜八大專業協作

Eight specialist disciplines

跨境交易、永續揭露與系統建置，各有不同的專業要求。FLOEEO 連結法律、財稅、永續、研究與技術夥伴，協助企業整合各方意見，處理同一項計畫中的契約、財務及執行問題。

Cross-border transactions, sustainability disclosures and system development each require different expertise. FLOEEO connects legal, finance, tax, sustainability, research and technology partners to bring their advice together and address the contractual, financial and implementation questions within a project.

01Legal & Contract法律與契約 ↗Start here ↗ 02Accounting & Tax會計與稅務 ↗Start here ↗ 03Climate & Carbon氣候與碳管理 ↗Start here ↗ 04Supply Chain Data供應鏈資料 ↗Start here ↗ 05AI EngineeringAI 工程 ↗Start here ↗ 06Cybersecurity資訊安全 ↗Start here ↗ 07Academic Research學術研究與合作 ↗Start here ↗ 08Assurance確信與查驗 ↗Start here ↗

相關專業依案件需要參與。法律、會計、稅務、確信或其他受規範的專業意見，由具資格的獨立合作方評估、報價與承作。

Specialists participate according to project needs. Legal, accounting, tax, assurance and other regulated advice is assessed, quoted and delivered by qualified independent professionals.

06 / HOW IT WORKS

合作如何展開

How to work with us

01介紹公司與計畫Introduce your business and plans

簡單說明公司業務、正在考慮的計畫，以及目前遇到的問題。

Tell us what your company does, the plans you are considering and the questions you face.

02安排初步討論Arrange an initial discussion

透過約 30 分鐘的交流，了解業務背景、既有資料與期待，再討論適合的研究或改善方向。

In a discussion of around 30 minutes, we explore your business context, available data and expectations, then consider suitable research or improvements.

03提出專案建議Review the project proposal

提出工作內容、成果、時程與報價，並確認資料提供、審閱責任及各方分工；雙方確認後啟動。

We propose the work, deliverables, schedule and fees, and agree on data provision, review responsibilities and team roles before starting.

04執行與成果檢視Deliver and review the results

完成研究、分析或系統開發，說明結果與使用方式，再依實際需要討論後續合作。

We complete the research, analysis or system development, explain the results and how to use them, then discuss further work as needed.

07 / CONTACT

關於公司的下一步，歡迎與 Will 交流

Discuss your project with Will

可以是一個正在醞釀的計畫，也可以是一項需要改善的日常工作。歡迎填寫需求，介紹公司與目前的想法，我們再安排時間討論。

It may be a plan you are considering or a daily task that needs improvement. Introduce your company and ideas through the enquiry form, and we can arrange a time to discuss them.

填寫需求，與 Will 聯絡Send an enquiry to Will