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Client Accounting & Advisory Services – Staff

November 8 @ 12:00 pm - 5:00 pm EST

|Recurring Event (See all)

An event every day that begins at 12:00 pm, repeating until November 11, 2022

Virtual Event Virtual Event

Staff Training

20-20 Accounting Services Training programs are multi-disciplinary courses designed for the development of professionals working in client accounting services. Our Staff Training program is designed for professionals with 1 – 3 years of experience working with clients in a variety of capacities. This course builds a solid foundation in working with and analyzing financial statements and other reports with a focus on common errors and identifying issues and alternative methods of accounting. Our SSARS modules help participants learn the key requirements of preparation, compilation and review engagements and provide an opportunity practice those skills in a simulated case study. Finally, the course includes a deep dive into individual and pass-through entity tax concepts. This comprehensive program is ideal for staff providing a variety of accounting and tax services to privately held companies and family offices.

Module Summary

Accounting Processes & Financial Analysis 

  • Information Technology: A to Z for client accounting professionals
  • Common financial reports and statements
  • Basic balance sheet and income statement analysis techniques
  • Common issues in accounting transactions including bank reconciliations, accounts receivable, payroll and benefits, accrual-based accounting issues, equity transactions and P&L issues.
8 Credits

SSARS: Scope of Services and Performing Basic Compilations and Reviews 

  • Perform a basic compilation procedures
  • Perform a basic review procedures
  • Discuss common review issues found by supervisors
  • Describe independence rules in performing various attest and non-attest services
6 Credits

Professional Skills 

  • Business writing and professional communications
  • Self-management and organization
2 Credits

Introduction to Tax 

  • Introduction to Business Taxes
  • Schedules K & M-1
  • Depreciation
8 Credits


Module Information

Program Duration Variable
Prerequisite None
Level of Instruction Basic
Delivery Method Group Internet

CPE Credits

  • Accounting (ACCTG) – 8
  • Auditing (AUD) – 6
  • Professional Development (PD) – 2
  • Taxes (TAX) – 8
24 Credits
Advanced Preparation None

Learning Objectives

  • Perform basic analysis of accounting systems and reports and identify common errors.
  • Perform basic preparation, compilation and review projects and describe differences between scope of services.
  • Describe common tax issues and apply strategies for individual and small 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 8
12:00 pm - 5:00 pm
Event Categories:


Beckie Reilly
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