Case Study: Rehmann achieves a standardized, scalable month-end close for 1,000+ CAS clients with FloQast

Rehmann Optimizes Month-End Close for 1,000 Plus CAS Clients with FloQast

Rehmann, a Troy, MI–based firm that provides client accounting services (CAS) to thousands of businesses through regional offices and a 120-person accounting team, faced inconsistent month-end close processes across its network. With each office using different tools (spreadsheets, calendars, or hybrids), the firm needed a customizable, common platform to standardize workflows, improve visibility, and enable easier workload sharing across its 1,000+ CAS clients.

Rehmann implemented FloQast for its accountant-designed workflows, broad ERP and spreadsheet integrations, and the ReMind automation tool. Deployed across more than 1,000 clients, FloQast delivered intuitive adoption and near-unanimous positive feedback, producing standardized checklists and dashboards, better staffing and workload balancing, seamless transitions when staff are absent, and more time to expand higher-value advisory services.

Rehmann

Sharon Berman

Principal and Business Advisor