Providing premier accounting and advisory services goes well beyond giving your client a financial statement.
Getting the numbers right is just the first step. The provision of premier CAAS requires your team to think beyond compliance.
For your CAAS practice to grow, your CAAS team members need upskilling.
For a CAAS practice to thrive and grow, all the team members need to develop an advisory mindset.
Our learning program helps jumpstart your CAAS team on the pathway from accountant to advisor.
Our CAAS training courses focus not just on accounting topics, but include finance, tax and the all-important interpersonal skills to develop the complete CAAS professional.
CAAS Foundational Training
A series of courses in four subject matter areas designed to help those new to CAAS with one to two years of accounting experience advance their knowledge of processes and analysis, basic compilation procedures, business writing, professional communications, and tax basics.
CAAS Intermediate Training
A combination of four subject matter areas that cover key topics such as identifying accounting errors, preparing and analyzing budgets and projections, cash-flow forecasting, how to apply SSARS 25, project management and supervisor skills, and tax training.
Beyond the Books: Transforming Financial Data into High-Impact Insights
This bootcamp-style program walks participants through a complete financial reporting cycle – simulating a real client period-end close from start to finish. From executing a high-quality close and building an accurate trial balance, to surfacing insights and delivering meaningful recommendations, participants leave with the skills to do more than report the numbers – they learn to tell the story behind them.
Build Your Own Course
Explore our unique “build your own course” catalog to create your own custom training program!
Visit our “Build Your Course” page or email us at info@20-20services.com.
