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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 will help you create, package, price, market, and deliver additional services to your clients.

To gain access to this exciting new program, you must be a member of the Sage Accountants Network. Learn more about how you can deliver more value to your clients by joining SAN.
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

7 questions to help grow your advisory services - WHITEPAPER


93% of small businesses value accountants as their source of business advice, so don’t ignore the opportunity that providing advisory services can bring to your firm. By growing your advisory services, you can tap into the potential for more profit for your firm and higher satisfaction from your clients.

To learn more about how you can benefit from offering higher-value services to your clients, this whitepaper asks seven questions to help you kickstart the process of adding advisory services to your firm.

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

L. Gary Boomer, visionary & strategist




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