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The CAS Transformation™

The CAS Transformation™ process will identify your firm’s strategic objectives and set the path for firm growth in client accounting and advisory services. We focus on building a unique ability team, packaging, pricing and how to leverage technology to accelerate the process.

Growing your firm, developing future leaders and having a strategic plan are critical to your success. The CAS Transformation™ is unique and outlines the steps needed to insure your success. Your opportunities in Client Accounting and Advisory Services range from:

  • Level 1 - Transactional (traditional bookkeeping, tax and financial reporting)
  • Level 2 - CFO services (cash flow, budgeting and financing)
  • Level 3 - Planning services (strategic, succession, technology and talent development)

When bundled together, these services all become more valuable to your clients. Offering these value added services can result in fee multiples of 2-4-10 times client’s existing service level. Collaboration and a common technology platform are necessary for you to compete and offer timely service.

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Facilitators

L. Gary Boomer

L. Gary Boomer is CEO of Boomer Consulting, Inc. He is recognized by the accounting profession as the leading authority on technology and firm management. Gary has been ranked by Accounting Today as one of the 100 most influential people in accounting for over ten years running. His innovative strategies chart a transformation road map that results in increased revenue, goal-oriented personnel and business growth.

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Jim Boomer

Jim Boomer, CIO, is director of the Boomer Technology Circles™ and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser in the areas of performance and risk management.

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