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Client Advisory Services (CAS) Program

Elevate yourself from the competition and become a true business partner for your clients!

Deliver more value. Increase profitability.

The Sage Accountants Network (SAN) Client Advisory Services (CAS) Program, created in partnership with Boomer Consulting, helps you create a clear and concise strategy for increasing value and profitability and providing higher-value services to clients.

Incorporating best practices, group discussions, and hands-on workshops, you can use the SAN CAS to package, price, market, and deliver additional services for your clients. 

The SAN CAS Program is exclusively 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.

person next to graph on a presentation board

Business planning

hand shake

Client engagement process

market

Verticals and market segmentation

packaging

Packaging and pricing

engagement letter

Engagement letters and service agreements

3 connected people

Talent recruitment and development

name card

Business development and marketing

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Key performance indicators

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Sage Accountants Network (SAN) Client Advisory Services (CAS)