A Peer Group of Advisory Service Leaders
Connect with Other Advisory Service Leaders in the Accounting Profession
Be a More Confident Leader
Grow Your Firm’s Advisory Services Niche
Build Valuable
Long-Term Relationships
Avoid Making the Same Mistakes Other Firms Have Made
Advisory Service Leaders should be learning from each other
Avoid:
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Making the wrong strategy decisions
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Struggling to grow consulting and advisory services
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Unnecessary spending on the wrong technologies
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Selecting the wrong advisory service tools
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Falling prey to common pitfalls other firms have learned to avoid
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Building the wrong advisory team
Learn about the CAAS Circle
Advisory service leaders from forward-thinking firms.
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Professional facilitators providing structure and thought leadership.
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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
1. Apply Now
Complete your membership application.
2. We Connect
After reviewing your application, we will talk with you about the Circle and if you are a good fit.
3. Attend the Next Meeting
Get plugged into the Circle
and start connecting with other
advisory services leaders.
Real stories. Real success.
See how our members are driving change.
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.
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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:
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Apply Now by completing your Membership Application.
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We’ll review your application and connect with you.
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Attend your first meeting, start connecting with top advisory leaders from other top accounting firms, and gain access to top experts and Solutions providers.
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So, apply today. In the meantime, take the CAAS Circle Readiness Assessment to discover if your firm is prepared to lead in client advisory services with the strategy, innovation, and peer support this community offers.
Trusted Partners Elevating the CAAS Circle
Our sponsors aren’t just vendors — they’re strategic partners committed to supporting firm leaders as they navigate change, drive growth, and lead with vision.
Each of our sponsor partners brings specialized expertise, innovative solutions, and a shared commitment to advancing the accounting profession. They’re here to offer insight, resources, and tools that help CAAS leaders create meaningful impact in their firms.
We’re grateful for their partnership and continued investment in our CAAS Circle community.
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Interested in learning more about sponsorship opportunities?
Contact Solutions at 888-266-6375 or Email
Boomer CAAS Circle Facilitators
2025 spring Meeting
2025 Boomer Circle Summit
August 17 - 20
Loews Hotel, Kansas City
2025 fall Meeting
October 20 - 21
Accounting Innovation Center, Kansas City, MO