Aug 61 min readE191 - The Process of Developing a CAAS GroupWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Sep 6, 20233 min readDeveloping the Client Advisory Professional More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...
Sep 13, 20225 min readHow a CPA firm can transition into a client advisory firmSince the pandemic, the accounting industry has seen an enormous shift. With the acceleration of digital adoption, clients are...
Nov 18, 20211 min readTalent is Key for Success in Client Advisory ServicesClient Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start or expand...