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A Peer Group of Advisory Service Leaders
Connect with Other Advisory Service Leaders in the Accounting Profession
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Be a More Confident Leader

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Grow Your Firm’s Advisory Services Niche

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Build Valuable

Long-Term Relationships

Avoid Making the Same Mistakes Other Firms Have Made
No longer waste time and money learning the hard way
Advisory Service Leaders should be learning from each other
  • Making the wrong strategy decisions

  • Struggling to grow consulting and advisory services

  • Unnecessary spending on the wrong technologies

  • Selecting the wrong advisory service tools

  • Falling prey to common pitfalls other firms have learned to avoid

  • Building the wrong advisory team

Learn about the CAAS Circle

Learn about the CAAS Circle

Advisory service leaders from forward-thinking firms.

Professional facilitators providing structure and thought leadership.

Gain confidence in your firm’s decisions by knowing what has and hasn’t worked for other firms.

Access to top experts and solution providers.

Three Simple Steps
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1. Apply Now

Complete your membership application.

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2. We Connect

After reviewing your application, we will talk with you about the Circle and if you are a good fit.

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3. Attend the Next Meeting

Get plugged into the Circle

and start connecting with other

advisory services leaders.

What makes the Boomer CAAS Circle so different?

At Boomer Consulting, Inc. we know how difficult it can be to continually develop and launch new advisory services for your clients. You need confidence, clarity and an action plan to grow your firm’s advisory service niche. That’s where having a peer network of other successful advisory service leaders comes in.

When you build connections with other advisory service leaders from top accounting firms, you benefit from sharing knowledge, best practices and lessons learned.


Here’s how you can join:

  1. Apply Now by completing your Membership Application.

  2. We’ll review your application and connect with you.

  3. Attend your first meeting, start connecting with top advisory leaders from other top accounting firms, and gain access to top experts and Solutions providers.

So, apply today. In the meantime, download the 10 Highlights from the most recent Meeting, and begin accelerating your success in client advisory services.

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Jim Boomer
Shareholder, CEO

The Boomer




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Sandra Wiley
Shareholder, President

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L. Gary Boomer
Shareholder, Visionary and Strategist

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Download the 10 Highlights

from the most recent 

Boomer CAAS Circle™ Meeting

To give you a better idea of the topics members of the Boomer CAAS Circle™ are discussing, we've compiled the highlights from our last meeting. In this report, you will get a glimpse of the depth and breadth of conversations members are having as they help one another develop the mindset, skillset and toolset for growing advisory services in their firms.

2024 spring Meeting

June 11 - 12

Accounting Innovation Center, Kansas City, MO

2024 Boomer Circle Summit

August 18 - 21

Loews Hotel, Kansas City

2024 fall Meeting

October 22 - 23

Accounting Innovation Center, Kansas City, MO

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