Deliver more value. Increase profitability.

The Sage Accountants Network Client Advisory Services Program, created in partnership with Boomer Consulting, guides you to create a clear and concise strategy for increasing value and profitability by providing higher-value services to your clients. Incorporating best practices, group discussions, and hands-on workshops resulting in a truly practical experience, the SAN CAS Program will help you create, package, price, market, and deliver additional services to your clients.
The SAN CAS Program is available to all SAN members. This includes unlimited access to the online SAN CAS Toolkit where SAN members can explore all eight learning tracks of the program. Each learning track is centered around an advisory services theme and contains the downloadable tools and resources that SAN members can use to expand their services, boost their value, and advise clients.

Business Planning

The Client Engagement Process

Verticals & Market Segmentation

Packaging & Pricing

Engagement Letters & Service Agreements

Talent Recruitment & Development

Business Development & Marketing

Key Performance Indicators

The value of the SAN Client Advisory Services Program

The SAN CAS Program, valued at around $2,000, comes standard with a SAN membership!

It's easy to start benefiting from being a true business partner to your clients!

To learn more about the SAN CAS Program, including how to access the online SAN CAS Toolkit, fill out the form and a Sage expert will be in contact with you shortly.

“To remain relevant and future-ready, accounting firms must meet the needs and wants of their clients.”

L. Gary Boomer, visionary & strategist