ABOUT THIS COURSE

20-20 Services’ CAAS Intermediate Training (for those with two or more years of experience) is 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.

COURSE OUTLINE

Accounting Processes and Financial Planning and Analysis

8 Credits

  • 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
  • Working with lenders, interpreting and calculating
    loan covenants
  • Creating and analyzing key performance indicators
SSARS: Scope of Services and Performing Basic Compilations and Reviews

4 Credits

  • Preparation services, compilations of proforma, and prospective F/S
  • How to apply SSARS 25
  • Discuss independence issues that arise in performing various attest and non-attest services
Professional Development

4 Credits

Tax Topics

8 Credits

COURSE INFORMATION

Delivery Methods Fields of Study
Group Live

Group Internet

Blended Learning

 Accounting (12)

Taxes (8)

Personal Development (4)
CPE Credits Prerequisites
24 Credits  2+ Years Experience
Level Advance Preparation
Intermediate None

LEARNING OBJECTIVES

  • Perform analysis of accounting systems and reports and identify common errors.
  • Effectively develop and analyze financial models such as budgeting and forecasting to support strategic decision-making.
  • Identify complexities in preparation, compilation and review engagements, and apply best practices.
  • Discuss tax issues and identify service opportunities for individual and business clients.
Register individuals and small groups in our open enrollment sessions of this course.
Want to customize your training program?
Visit our Build Your Course Menu or contact us at info@20-20services.com.