The Boomer CAAS Leader Accelerator is distinct because it provides a holistic approach to developing and scaling a Client Accounting and Advisory Services (CAAS) practice, blending strategic guidance with actionable tools. Here’s what sets it apart:

• Practical Focus on Firm Transformation: This program is built on Boomer Consulting’s deep understanding of accounting firm dynamics, focusing on the shift from traditional compliance-based services to advisory and consulting models. It’s not just about learning CAAS but applying strategies to customize and transform services that align with each firm’s capabilities and growth objectives.
• Leadership and Team Alignment: It goes beyond technical skills by honing leadership abilities and ensuring alignment across teams. By developing a leadership foundation, firms can better support client needs while building a cohesive CAAS team capable of handling advisory roles.
• Customized Action Plans: The program emphasizes creating a tailored CAAS action plan, allowing leaders to adapt and implement steps based on their firm's unique goals across five key pillars—Leadership, Talent, Technology, Process and Growth.

This training is designed for firm leaders and executives responsible for driving client advisory services, senior managers developing CAAS, and professionals at any level seeking to increase their value to clients. Key decision-makers include managing partners, heads of advisory services, and operational leaders.

Currently, there is no expiration date for accessing the materials, but we encourage you to download any resources you need.

The CAAS Leader Accelerator course is a self-paced program designed to help leaders establish and grow a Client Accounting and Advisory Services (CAAS) practice with practical tools and strategic guidance. Some of the key components include in this course are:

• Foundation & Vision: An introduction to CAAS, setting a clear vision, and using the Vision and Strategy Worksheet to plan for the future.
• Building the Right Team: Guidance on team roles, supported by a Team Assessment Worksheet with questions to evaluate alignment and capacity for CAAS roles.
• Client Relationships: A focus on identifying the ideal client and building strong relationships, using targeted questions and strategies.
• Optimizing Processes and Technology: Steps to streamline operations and integrate technology, focusing on efficiency and value-driven tasks.
• Transition to Advisory: Practical strategies for moving from compliance to advisory, featuring a mindset scorecard and a customized action plan across key pillars—Leadership, Talent, Technology, Process and Growth.
• Pricing and Growth: Insights on scaling CAAS services, value-based pricing, and using the Rules of Pricing worksheet.
• Succession and Long-term Growth: Succession planning tools, including the Key-Person Succession Questionnaire and a Firm Succession Planning Sample, for sustainable growth.

• Plus, the program offers actionable strategies and practical tools designed for immediate application, empowering firms to effectively scale their CAAS practice.

The course does not include access to the full BKN Digital Library. To access the complete library, please visit bkn.boomer.com to sign up for a monthly subscription.

We generally do not offer refunds. However, if the course did not meet your expectations or if you have concerns, please contact us at [email protected] to discuss your situation.