To streamline our clients’ bookkeeping and accounting processes and ensure the highest quality service at the best possible price, Consultance has invested in an innovative, paperless platform called CASflow that:

  • Enables our clients to send electronically all accounting and bookkeeping related documents
  • Retrieve and/or forward any document from a searchable database
  • Integrate their online banking and bill payment services; and
  • View key reports in real-time.

Here’s how CASflow works:

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Here’s what CASflow includes:

  • We provide real time 365/24/7 access for clients to their accounting files and supporting documents.
  • 80% of the necessary supporting documentation we retrieve via 3rd party website such as bank statements, credit card statements, payroll and other web based platforms.
  • Remaining supporting documents are sent by our clients electronically; vendor bills and bank deposits with check copies are the most common.
  • We fully integrate Quickbooks with your bank’s online banking platform. This allows the 2 to speak to each other and transfer data electronically. Significantly reducing data entry errors and improving the reconciliation process.
  • We set up recurring tasks that are automatically populated and pushed to dedicated staff members to ensure that critical work is always performed timely.
  • Daily/Weekly/Monthly/Yearly tasks to assure work is both accurate and complete.
  • We host all accounting files with an industry leader and SAS70 tested hosting facility.
  • Every client is staffed with both a CPA and a bookkeeper to ensure the proper expertise is provided.
  • Coordinate 90% of year-end audit support – freeing up client’s time to manage business/organization.