Documents are stored in emails, folders and various systems.
Finance department for businesses and private individuals
Finances under control.
Decisions at a glance.
All the services on offer are available to businesses and private individuals. CASA FINANCE organises your financial records and processes, provides clarity on liquidity and profits, and coordinates collaboration with your independent tax consultancy.
CASA FINANCE is a trading name of CASA CONSULT Unternehmensberatungsgesellschaft mbH. Tax advisory services are provided exclusively by authorised professionals who have been separately appointed for this purpose.
The operational bottleneck
When figures are late, decisions end up costing a lot.
The management and the tax consultancy are both waiting for information from each other.
Liquidity risks become apparent when options for action are already running out.
The annual accounts are time-consuming and give rise to recurring queries.
One system. Clear responsibilities.
A reliable rhythm for your financial processes.
Financial processing
Comprehensive, well-organised business processes.- Document receipt and naming
- Tasks and approvals
- Co-ordinated handovers
Financial control
Proactive management based on sound decision-making criteria.- Budget and cash flow forecast
- Planned vs Actual and Scenarios
- Management reporting
Coordination of consultants
A reliable link to the independent tax consultancy.- Choosing and changing tax advisers
- Enquiries and handover dates
- Separate consultation room
The CASA monthly cycle
Orientate. Organise. Lead. Coordinate.
Each phase specifies the outcome, responsibility and next step. This ensures reliability without overlapping mandates.
How it works in detail →- 01Find your bearings
30 minutes to get up to speed – excluding tax advice.
- 02Sort
Record systems, documents, roles and backlogs.
- 03Lead
Establish a monthly cycle incorporating reporting and a liquidity review.
- 04Coordinate
Forward enquiries and documents to the relevant parties.
Traceable quality
Structure rather than superlatives.
Graduate in Economics
A qualification in economics, not presented as a professional qualification in tax consultancy.
Processes
Fixed roles, transparent approvals and a detailed audit trail.
Data processing
Client isolation, the principle of least privilege, MFA-enabled login and audit trail.
Assessment of organisational financial readiness
Let’s bring some order to your financial processes.
We will clarify the current situation, priorities and a sensible next step. The discussion is of a commercial nature and does not involve tax advice.