Author: Joshua Yorra | Date: June 21, 2024 Some quotes from the author’s recent training program evaluations: “Josh is a great presenter. He keeps a pleasant learning atmosphere and does a great job keeping everyone participating.” “Great instructor that has mastered the art of pacing and engaging learners digitally.” Did I want to show you […]
Engaging Your Participants in a Virtual Environment Read More »
Author: Jessica Sacchetti| Date: February 23, 2023 In the evolving landscape of the accounting profession, training programs have become a cornerstone for staying competitive and adapting to industry changes. From standing out as an employer of choice for new recruits to creating a workplace where employees feel valued and supported in their career, learning opportunities
Measuring ROI in Training Programs for Accounting Firms Read More »
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.
Educating the Tax Pros: Enrolled Agent Training vs. CPA Continuing Education Read More »
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
Increase Your Profitability By Using Three Writing Techniques Read More »
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
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
In-Person Training vs Online Training? You’re Asking the Wrong Question Read More »
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
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
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
Breaking the Cycle of Complacency: Can SAS 145 Transform Audit Risk Assessment? Read More »
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
Play to Your Strengths: When In-House Training Is the Right Choice Read More »
