The Importance of Staff-Level Training in Public Accounting

In the ever-evolving world of public accounting, staff-level professionals form the backbone of firms’ operations. Newly hired and early-career accountants are often responsible for foundational tasks that directly impact the quality, accuracy, and timeliness of deliverables provided to clients. Investing in robust staff-level training is critical for several reasons:

Foundation for Excellence

Comprehensive training ensures new staff understand technical accounting standards, compliance protocols, and firm-specific methodologies.

Quality Assurance

Well-trained staff contribute to higher-quality work, reducing the risk of costly errors and improving client satisfaction.

Career Advancement

Developing essential career skills early sets staff on a path for successful career growth within the firm.

Adaptability

Effective training prepares staff to handle evolving regulatory requirements and technological changes.

Team Efficiency

Teams comprised of well-trained members work more efficiently, relieving bottlenecks and enabling smoother engagement execution.

20-20 Services: Your Partner in Staff-Level Training

At 20-20 Services, we understand the unique challenges faced by public accounting firms. That’s why our staff-level training programs are purpose-built for the critical early years of your team’s career. We have staff training solutions for all sizes of CPA Firms with both in-house and open enrollment solutions.

Our Specialized Staff-Level Training Programs

Service Area Program Focus What’s Included
Audit New Hire – Manager Core Auditing Skills combined with Professional Development
In-depth instruction on audit cycles, risk assessment, workpaper documentation, and real-world case studies. Key concepts in effective listening, active inquiry, time management and more professional development areas.
Tax New Hire – Manager Tax Fundamentals through Advanced Topics
Training on various tax entity compliance, client communications, and the latest in tax law updates.
CAAS (Client Accounting & Advisory Services) Practical Advisory & Accounting Practical skills in bookkeeping, financial statement preparation, client advisory, and emerging technology tools.

What Makes Our Staff Training Programs Stand Out

  • Practical, hands-on workshops modeled on real public accounting scenarios.
  • Expert instructors with extensive industry experience and active CPA licenses.
  • Current, up-to-date content reflecting the latest regulatory guidance.
  • Flexible live delivery: onsite or virtual delivery options to meet your firm’s needs.
  • Customization opportunities: more than 50% of our courses are customized to meet our clients’ specific needs.

The ROI of Investing in Staff-Level Training

Firms who make staff-level training a priority consistently see:

  • Faster onboarding and productivity ramp-up for new staff.
  • Greater retention rates and employee engagement.
  • Improved engagement quality, resulting in stronger client relationships.

Give Your Team a Lasting Advantage

The journey to becoming a trusted advisor starts at the staff level. 20-20 Services is committed to helping your team build the technical know-how and professional confidence needed to thrive in the Audit, Tax, and CAAS divisions in public accounting. Empower your staff with best-in-class training — and set your firm up for ongoing success.

Contact our team today to learn more about how 20-20 Services can elevate your staff-level training programs.

Author(s): Beckie Reilly

Published On: October 3, 2025

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TESTIMONIALS

“My firm is beginning to move me to in-charge work in soon. I thought that all of the sessions were really helpful to prepare for this shift in my work. It felt like I was talking to my mentor during the training, and I know that I will implement the learning objectives soon after I leave.”

Elizabeth S., Audit In-Charge

“I really enjoyed that we were given an opportunity to test our public speaking skills in front of a small audience.  As much as I dread speaking in front of others, I am grateful for the opportunity to practice using the information gained from this training.”

Kayse H., Auditor
“Learning about how to review audit documentation and how to delegate work were the most relevant topics for me. I think this helped to prepare me for this role as I will be reviewing and delegating work to the staff.”
Kayla S., Audit Senior

“I found our instructor very knowledgeable and made it comfortable for all types of questions. She also did a good job explaining all the topics and having us all engage in the exercises”

Melissa P., Tax Senior