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
No longer waste time and money learning the hard way
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.
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
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.
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:
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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.
So, apply today. In the meantime, download the 10 Highlights from the most recent Meeting, and begin accelerating your success in client advisory services.
Jim Boomer
Shareholder, CEO
The Boomer
CAAS
Circle
Facilitators
Sandra Wiley
Shareholder, President
L. Gary Boomer
Shareholder, Visionary and Strategist
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.
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