Looking to grow, scale, or refine your Client Advisory & Accounting Services practice?
- You’re not the only one, join the CAAS Circle.
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Engage & share with partners and leaders from firms that are actively building thriving CAAS practice.
-
Benefit from professional facilitators providing structure, accountability, and deep industry expertise.
- Gain confidence that your CAAS strategy is on track—supported by insights from peers who have already overcome similar challenges.
Looking to grow, scale, or refine your Client Advisory & Accounting Services practice?
- You’re not the only one, join the CAAS Circle.
-
Engage & share with partners and leaders from firms that are actively building thriving CAAS practice.
-
Benefit from professional facilitators providing structure, accountability, and deep industry expertise.
- Gain confidence that your CAAS strategy is on track—supported by insights from peers who have already overcome similar challenges.
What does the CAAS Circle provide you?
Two In-Person or Virtual Meetings
Engage in peer discussions focused on scaling services, pricing, talent models, technology, and more.
Two Member Connection Calls
Stay in touch with fellow CAAS leaders and problem-solve in real time.
Year-Round Member Group Chat Access
Ask questions, share wins, and gain ideas from a trusted network of professionals growing their firms’ advisory capabilities.
Meet Your Facilitators
Jim Boomer
Shareholder,
CEO
Jacqueline Lombardo
Facilitator,
Operations Manager
Marc Staut
Shareholder,
Chief Innovation and Technology Officer
Deanna Perkins
Facilitator,
Solutions Manager
It’s free and only takes 2 minutes
Complete the CAAS Circle Readiness Assessment
This assessment has been designed to help determine if the Boomer CAAS Circle is the right fit for you. By answering a few quick questions, you'll gain insights into where you stand today and whether joining the Boomer CAAS Circle is the right next step to elevate your service offerings and accelerate your growth.
