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Client Accounting & Advisory Services – Senior
November 18 @ 12:00 pm - 5:00 pm EST
An event every day that begins at 12:00 pm, repeating until November 18, 2022
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.
Accounting Processes & Financial Analysis
SSARS: Supervising Preparation, Compilation and Review Services
Supervision Skills & Project Management
|Prerequisite||3+ years of professional experience|
|Level of Instruction||Intermediate|
|Delivery Method||Group Internet|
- 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
|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.|