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.
Client engagement process
Verticals and market segmentation
Packaging and pricing
Engagement letters and service agreements
Talent recruitment and development
Business development and marketing
Key performance indicators
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