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Client Advisory Services Roadmap


Help your clients improve performance by leveraging technology platforms!

The Boomer Client Advisory Services Roadmap™ 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 Roadmap™ 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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