Sage Accountants Network (SAN) Client Advisory Services (CAS) Program

Deliver more value. Increase profitability.

The Sage Accountants Network Client Advisory Services Program, created in partnership with Boomer Consulting, guides you to create a clear and concise strategy for increasing value and profitability by providing higher-value services to your clients. Incorporating best practices, group discussions, and hands-on workshops resulting in a truly practical experience, the SAN CAS will help you create, package, price, market, and deliver additional services to your clients. 

To gain access to this exciting new program, you must be a member of the Sage Accountants Network. Learn more about how you can deliver more value to your clients by joining SAN.
The SAN CAS Program is available to all SAN members. This includes unlimited access to the online SAN CAS Toolkit where SAN members can explore all eight learning tracks of the program. Each learning track is centered around an advisory services theme and contains the downloadable tools and resources that SAN members can use to expand their services, boost their value, and advise clients.