Insights

Educating the Tax Pros: Enrolled Agent Training vs. CPA Continuing Education

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Enrolled Agents vs. CPAs: The Distinctive Roles and Qualifications Author: Thomas Kiley| Date: October 30, 2023 Enrolled agents (EAs) are tax-focused professionals who have qualified to represent their clients before the Internal Revenue Service by either passing a three-part examination administered by the IRS or by working at the IRS over a period of time. …

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Increase Your Profitability By Using Three Writing Techniques

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Introduction: 20-20 Services is thrilled to offer you our first blog written by a strategic partner, Ryan Standil, President of Write To Excite. Ryan helps public accounting firms increase their writing efficiencies, which leads to greater clarity and profitability. Several of our clients have retained Ryan to conduct coaching and workshops at their firms. He can be …

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Forging Strong Leaders: The Crucial Role of CPD (Continuing Professional Development) for Accountants

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Author: Bo Fitzpatrick | Date: July 18, 2023 Accounting firms have traditionally directed their training initiatives towards accountants in the early stages of their careers. During the first 3-5 years of a professional’s tenure with a firm, the coursework offered primarily centers around cultivating the fundamental technical competencies in advisory, accounting and taxation. This emphasis on …

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In-Person Training vs Online Training? You’re Asking the Wrong Question

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Author: Thomas Kiley and Bethanne Chapman | Date: June 30, 2023 Virtual or in-person training? It’s a widely debated topic in the accounting industry. Each format offers distinct benefits that shape the learning experience, so how can firms decide which one best serves their needs? Before we tackle that answer, let’s make sure it’s the right …

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Unlocking Global Potential: 3 Compelling Reasons to Outsource Offshore Accounting Staff Training

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Author: Thomas Kiley and Jessica Sacchetti | Date: June 15, 2023 “We’ve just tripled our workforce overseas” is a statement we have heard quite a few times over the past few years. This migration is a byproduct of the current shortage of accountants in the U.S., and the relative availability of talent in India and other …

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Hard Facts on Soft Skills for Accountants: How Effective Relationship Management Can Differentiate Your CAAS Practice

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Author: George Zoglio | Date: April 11, 2023 Client accounting and advisory services (CAAS) is one of the fastest growing practice areas for accounting firms. Whether your firm calls it Client Accounting Service (CAS), Outsourcing or other Advisory services, the one thing that is clear is that the service is in demand. Participants in the …

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Breaking the Cycle of Complacency: Can SAS 145 Transform Audit Risk Assessment?

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Author: Jessica Sacchetti & Bethanne Chapman | Date: March 23, 2023 One of the earliest bad habits new accountants learn when starting their first job is the use of belabored acronyms like “DILLY” and “SALY”— “Do it like last year” or “same as last year.” The AICPA Auditing Standards Board (ASB) aims to challenge this …

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Play to Your Strengths: When In-House Training Is the Right Choice

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Author: Thomas Kiley & Bethanne Chapman | Date: February 23, 2023 Between law changes, court cases, new regulations, standards updates, turnover, mergers, and constant updates to practice management systems, accounting firms may have a greater demand for ongoing training than almost any other profession. With so much riding on the training that a firm provides to …

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Accounting Training: 3 Strategies for Regional CPA Firms to Attract Top Talent

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Author: Jessica Sacchetti & Bo Fitzpatrick | Date: February 14, 2023 The accounting profession is at an inflection point. Fewer students are graduating with accounting degrees and many experienced leaders in the profession are reaching retirement age. No matter what size firm you look at, there’s always too much work and not enough people. Regional firms …

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Yearning for Learning: Why knowledge is the key to recruiting and retention

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Author: Jessica Sacchetti | Date: January 25, 2023 Accounting firms have long been known for somewhat siloed cultures within their practice areas. Those who are hired into a certain practice either excel and advance—or struggle and eventually leave for a position at another firm or an in-house job. Today, the employment market for accounting, tax …

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