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Client Accounting & Advisory Services – Senior

November 14 @ 12:00 pm - 5:00 pm EST

|Recurring Event (See all)

An event every day that begins at 12:00 pm, repeating until November 18, 2022

Virtual Event Virtual Event

Senior Training

20-20 Accounting Services Training programs are multi-disciplinary courses designed for the development of professionals working in client accounting services. Our Senior Training program is designed for professionals with 3+ years of experience working with clients in a variety of capacities. This course helps launch participants into a deeper understanding of their clients’ systems, reporting and their business. Participants will learn techniques for identifying common issues and perform advanced analysis that will add value to their services. Our SSARS module discusses advanced concepts and scenarios in performing a preparations, reviews and compilations while focusing on providing complete service to a client. Finally, the course includes common tax topics that will help the participants develop into effective client advisors. This comprehensive program is ideal for seniors providing a variety of accounting and tax services to privately held companies and family offices.

Module Summary

Accounting Processes & Financial Analysis 

  • Identifying accounting errors and advanced financial statement analysis
  • Industry ratio analysis, and budgeting techniques
  • Financial and operational accounting, cash flow forecasting, and contribution margin analysis
  • Personal financial statements, bank comfort letters and loan covenants calculations
  • Payroll, benefits and retirement setup and accounting
8 Credits

SSARS: Supervising Preparation, Compilation and Review Services

  • Preparation Services, Compilations of Proforma and Prospective F/S
  • How to apply SSARS 25 – effective for periods ending on or after December 15, 2021.
  • Discuss independence issues that arise in performing various attest and non-attest services
4 Credits

Supervision Skills & Project Management

  • Teaching and delegating
  • Providing feedback
  • Project management
4 Credits

Tax Training 

  • Advising on Business Creation
  • Basis
  • Passive Activities & At Risk
  • Retirement Contributions & Distributions
  • Section 461 – All Events Test
8 Credits


Module Information

Program Duration Variable
Prerequisite 3+ years of professional experience
Level of Instruction Intermediate
Delivery Method Group Internet

CPE Credits

  • Accounting (ACCTG) – 8
  • Auditing (AUD) – 4
  • Management Services (MS) – 4
  • Taxes (TAX) – 8
24 Credits
Advanced Preparation None

Learning Objectives

  • Perform analysis of accounting systems and reports and identify common errors.
  • Identify complexities in preparation, compilation and review engagements and apply best practices.
  • Discuss tax issues and identify service opportunities for individual and business clients
Need to cancel or make a substitution? Contact Beckie Reilly at Beckie.reilly@20-20services.com or call her at 855.988.2020.
20-20 Services LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


November 14
12:00 pm - 5:00 pm
Event Categories:


Beckie Reilly


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