Delivering the right mindsets, skillsets and toolsets to start playing above the line.

"I believe Client Advisory Services, is not only an opportunity for tremendous growth but also the vehicle for CPAs to maintain relevance into the future and live up to the billing of Most Trusted Business Advisor."

Jim Boomer, Chief Executive Officer, Boomer Consulting, Inc.

1. Complete Scorecard

Provide us with basic information regarding your firm and your firm's Client Advisory Service needs.

2. Visioning Discussion

One of our Solutions Advisors and an Industry Leading Consultant will review your application and will reach out to schedule a short call to discuss your needs.

3. Create Game Plan

You will have clarity on your firm's most critical objectives and a plan allowing you to focus and take action.

4. Implement & See Results

A great plan doesn't mean much without implementing and taking action. We will guide you to ensure you take the most direct path to seeing the results you want.

or contact Megan Schottler at 888-266-6375 or Email

“The best opportunities we see today are in Client Accounting and Advisory Services. Focus on building a unique ability team, packaging, pricing and how to leverage technology to accelerate the process."
L. Gary Boomer, Visionary & Strategist, Boomer Consulting, Inc.
What makes Boomer
Client Advisory Services so different?

Most CPA firms feel the free pressure of increasingly commoditized compliance services and want to make a shift to higher-value advisory service. But knowing how to begin packaging, pricing, and delivering those services can be a challenge. As a result, firms get bogged down in the delivery of compliance services, often giving away their most valuable advice while overcharging for compliance work. The Boomer Client Advisory Services Roadmap can provide direction, help you establish priorities and put your plans into action.

We know how easy it can be to become paralyzed by procrastination and we’ve helped hundreds of CPA firms move beyond procrastination into execution. When you build unique abilities and leverage technology to accelerate the process, your firm can start playing above the line.


The Boomer Client Advisory Services Roadmap will help you bundle services in a way that brings more value to your clients, often resulting in fee multiples of two, four or ten times the client’s existing service level.

When you take advantage of our Client Advisory Services Roadmap, you will:

  1. Provide performance- and strategic-based services packaged with compliance services faster, better, cheaper and easier. 

  2. Gain confidence that your firm is making sound client advisory service decisions.

  3. Improve client satisfaction and cash flow.

  4. Improve team engagement when your people are able to focus on their unique abilities. 

Now more than ever, CPA firms need to make significant changes to take advantage of advisory service opportunities. When you have the right mindsets, skillsets and toolsets to play above the line, your firm will move up the value chain. Schedule a call to learn more about our Client Advisory Services Roadmap today.


Why? Because your clients need more than compliance – they need a trusted business advisor.

or contact Megan Schottler at 888-266-6375 or Email

What You Get With Your Firms
Client Advisory Services Roadmap

Site Title

Your CAS Roadmap

A Roadmap that identifies the following:

       Your Value Proposition

       Your Menu of  Service

       Your Key Internal Team Members 

       Your Top Target Clients

       Your Pricing Matrix

or contact Megan Schottler at 888-266-6375 or Email

CPE Information


Client Advisory Services


L. Gary Boomer

Visionary & Strategist


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A Trusted Business Advisor’s Guide to the Four Cs

Are you a trusted business advisor or a trusted technical advisor? Many CPAs think of themselves as the former, but they spend most of their time on compliance-related services, which are rapidly being commoditized. When asked why they continue to focus their efforts on these services, most respond that they don’t have the time or don’t feel as comfortable providing advisory services that are performance- or strategic-based.  Their experience and training have focused on accuracy and the data/facts.

– L. Gary Boomer