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20-20 Services LLC

Name: 20-20 Services LLC
Address: Rockville, MD, 20850, US
Telephone: (855) 988-2020

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20-20 Services LLC

20-20 Services LLC is a group of entrepreneurial professionals determined to bring the best training and consulting to the accounting profession.

Our goal is to deliver learning programs at a reasonable price and with exceptional client service. Our professionals have extensive experience in the training and learning environment with practical experience from within the profession. We are CPA’s with a passion for learning, the desire to help others, and the ability to respond to client needs.

20-20 offers three primary services for our cl

ients and the profession. 20-20 Audit Training offers six levels of core audit training, plus additional topical electives. 20-20 Tax Training offers four levels of tax training for beginning preparer to experienced reviewer. 20-20 Performance Improvement provides productivity improvement consulting services. Our clients require flexibility and care and desire to work with people they can trust. At 20-20, our client’s requests are our highest priorities. We strive to get things right the first time by providing you the client service an entrepreneurial group like 20-20 can. You can trust that we will live up to our commitments and make our relationship simple, yet extraordinary.

06/03/2026

𝐈𝐬 𝐲𝐨𝐮𝐫 𝐟𝐢𝐫𝐦 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐭𝐚𝐤𝐞 𝐂𝐀𝐀𝐒 𝐭𝐨 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐥𝐞𝐯𝐞𝐥? 20-20 Services offers comprehensive Client Accounting & Advisory Services (CAAS) training designed to move your team — and your practice — forward.

Delivering premier accounting and advisory services means going well beyond the financial statement. A thriving CAAS practice requires your team to think beyond compliance and develop a true advisory mindset. That kind of capability requires intentional, structured development. Our CAAS learning programs are built to 𝐛𝐫𝐢𝐝𝐠𝐞 𝐭𝐡𝐞 𝐠𝐚𝐩 𝐟𝐫𝐨𝐦 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐭𝐨 𝐚𝐝𝐯𝐢𝐬𝐨𝐫 — with coursework spanning accounting, finance, tax and the interpersonal skills that define a complete CAAS professional.

Here are CAAS courses you can choose from:

𝐂𝐀𝐀𝐒 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐚𝐥 (Open Enrollment and In-House Training Available)
DETAILS: https://20-20services.com/courses/caas-courses/caas-foundational-training/
24 CPE
$1,250 per student
11/09/2026–11/13/2026
12:00 p.m.–05:00 p.m. ET
REGISTER: https://20-20services.com/open-enrollment-registration/

𝐂𝐀𝐀𝐒 𝐈𝐧𝐭𝐞𝐫𝐦𝐞𝐝𝐢𝐚𝐭𝐞 (Open Enrollment and In-House Training Available)
DETAILS: https://20-20services.com/courses/caas-courses/caas-intermediate-training/
24 CPE
$1,250 per student
11/16/2026–11/20/2026
12:00 p.m.–05:00 p.m. ET
REGISTER: https://20-20services.com/open-enrollment-registration/

𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐁𝐨𝐨𝐤𝐬: 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐢𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐃𝐚𝐭𝐚 𝐢𝐧𝐭𝐨 𝐇𝐢𝐠𝐡-𝐈𝐦𝐩𝐚𝐜𝐭 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 (In-House Training Available)
DETAILS: https://20-20services.com/courses/caas-courses/beyond-the-books-transforming-financial-data-into-high-impact-insights/
📧 Email us at [email protected] to find out more!
__________________________________________

𝐓𝐄𝐒𝐓 𝐃𝐑𝐈𝐕𝐄 𝐓𝐇𝐄 𝐂𝐀𝐀𝐒 𝐂𝐔𝐑𝐑𝐈𝐂𝐔𝐋𝐔𝐌 🏎️
One seat in our 𝐂𝐀𝐀𝐒 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐚𝐥 OR 𝐈𝐧𝐭𝐞𝐫𝐦𝐞𝐝𝐢𝐚𝐭𝐞 𝐬𝐞𝐬𝐬𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐟𝐫𝐞𝐞 𝐟𝐨𝐫 𝐧𝐞𝐰 𝐜𝐥𝐢𝐞𝐧𝐭𝐬.

Have CAAS questions? Contact Beckie Reilly at [email protected] or Jill Knez at [email protected].

Check out 20-20 Services’ entire course catalog here: https://20-20services.com/catalog/

06/01/2026

Summer school just got a serious upgrade. ☀️🏔️ For one special open enrollment session, 20-20 Services is taking it inperson — and the classroom is located in Park City, Utah.

𝐀𝐮𝐝𝐢𝐭 𝐋𝐞𝐯𝐞𝐥 𝟐 | 𝐉𝐮𝐧𝐞 𝟐𝟒–𝟐𝟔 | 𝐓𝐡𝐞 𝐋𝐨𝐝𝐠𝐞𝐬 𝐚𝐭 𝐃𝐞𝐞𝐫 𝐕𝐚𝐥𝐥𝐞𝐲 | 𝐏𝐚𝐫𝐤 𝐂𝐢𝐭𝐲, 𝐔𝐭𝐚𝐡

Earn your CPE credits, sharpen your audit skills and connect face-to-face with your instructor and colleagues from across the country — all with amazing mountain views.

We love offering our open enrollment sessions virtually, but sometimes there’s nothing quite like learning all together and in the same room. If you’ve been curious what an in-person 20-20 Services session feels like, this is your chance to find out.

• 𝐂𝐨𝐮𝐫𝐬𝐞 𝐭𝐮𝐢𝐭𝐢𝐨𝐧: $1,565 per student (includes our 10% discount, available through June 30)
• Spots are limited. If you've been waiting for in-person training to come back, this is it.
• 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐨𝐫 𝐠𝐞𝐭 𝐝𝐞𝐭𝐚𝐢𝐥𝐬: [email protected]

𝐌𝐎𝐑𝐄 𝐀𝐁𝐎𝐔𝐓 𝐓𝐇𝐄 𝐀𝐔𝐃𝐈𝐓 𝐋𝐄𝐕𝐄𝐋 𝟐 𝐂𝐎𝐔𝐑𝐒𝐄
Audit Level 2 builds on foundational audit knowledge by helping participants deepen their understanding of risk assessment, professional skepticism, audit ex*****on, and evidence evaluation. Participants work through the audit process in action, including understanding the entity, evaluating internal controls, performing inquiries, identifying risks, and designing appropriate audit responses. The course introduces more advanced staff-level considerations in fraud risk, group audits under SAS 149, data-driven auditing, substantive analytical procedures, and substantive sampling. Learners also apply technical concepts to key audit areas, including accounts receivable, inventory, cash, accounts payable, and fixed assets. Throughout the course, participants are encouraged to approach audit work with curiosity, skepticism, and sound professional judgment. This course helps auditors move beyond task completion toward a stronger understanding of why procedures are performed and how their work supports audit quality.

𝐋𝐄𝐀𝐑𝐍𝐈𝐍𝐆 𝐎𝐁𝐉𝐄𝐂𝐓𝐈𝐕𝐄𝐒
• Explain how understanding the entity, internal controls, inquiries, and risk assessment procedures contribute to an effective audit plan.
• Apply professional skepticism and critical thinking when evaluating audit evidence, fraud risks, client information, and data-driven audit procedures.
• Design and perform substantive procedures, including analytical procedures, sampling applications, and procedures for selected financial statement areas.
• Evaluate audit results, exceptions, and supporting evidence to determine appropriate next steps and documentation considerations.
• Describe key group audit considerations under SAS 149 and their impact on audit planning and ex*****on.

05/26/2026

With Memorial Day now behind us, summertime is here!
And so is your window to register and attend great 20-20 Services courses and earn your CPE credits before things get busy, again!

Register for any open enrollment class by 𝐉𝐮𝐧𝐞 𝟑𝟎 𝐚𝐧𝐝 𝐬𝐚𝐯𝐞 𝟏𝟎% automatically.
No code needed.
This discount includes the courses that are coming up in June & July:

JUNE — Tax Courses (Levels 1–4):
Delivered Virtually:
Tax Level 1: June 8-12
Tax Level 2: June 22-26
Tax Level 3: June 15-18
Tax Level 4: June 22-26
24 CPE credits per level. $1,125 per each student (10% discount reflected in the price shown)
LEARN MORE: https://20-20services.com/courses/tax-courses/

JULY — Estates, Gifts & Trusts Bootcamp: July 27–30. One of our most in-demand offerings.
Delivered Virtually:
16 CPE credits. $754 (10% discount reflected in the price shown)
LEARN MORE: https://20-20services.com/courses/tax-courses/bootcamp-estates-gifts-and-trusts/

View the full open enrollment schedule and register: https://20-20services.com/open-enrollment-classes

Spots fill up, so sign up soon.

𝐒𝐏𝐄𝐀𝐊𝐈𝐍𝐆 𝐎𝐅 𝐒𝐔𝐌𝐌𝐄𝐑 𝐂𝐋𝐀𝐒𝐒𝐄𝐒
We have an open enrollment Audit Level 2 in-person class happening in late June in Park City, UT.
If you’d like to register for this in-person session, please email [email protected].

𝐏𝐥𝐚𝐜𝐞 𝐚𝐧𝐝 𝐃𝐚𝐭𝐞𝐬: Park City, UT | June 24-26
𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Lodges at Deer Valley, Oak A Room.
𝐇𝐨𝐭𝐞𝐥 𝐚𝐧𝐝 𝐑𝐨𝐨𝐦 𝐑𝐚𝐭𝐞: Lodges at Deer Valley | $206/night + taxes and fees. Room block available through May 22.
𝐂𝐨𝐮𝐫𝐬𝐞 𝐓𝐮𝐢𝐭𝐢𝐨𝐧: $1,409 per student (10% discount reflected in the price shown)

Note: We have limited space for this in-person session, so please register early to secure your seat. We anticipate this class will reach capacity quickly!

Questions? Email [email protected] or call 855.988.2020.

05/18/2026

🌞 Summertime is a great time to invest in your professional development — and 20-20 Services makes it easy.

Open enrollment sessions are running in May, June and July:

💐 MAY — 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝐏𝐥𝐚𝐧 (𝐄𝐁𝐏) 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠: Foundational and Intermediate levels start May 26 and May 28. 8 CPE credits each. LEARN MORE: https://20-20services.com/courses/audit-accounting-courses/ebp-courses/

🍒 JUNE — 𝐓𝐚𝐱 𝐂𝐨𝐮𝐫𝐬𝐞𝐬 (𝐋𝐞𝐯𝐞𝐥𝐬 𝟏–𝟒): Run throughout June. 24 CPE credits per level. LEARN MORE: https://20-20services.com/courses/tax-courses/

🍉 JULY — 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐆𝐢𝐟𝐭𝐬 & 𝐓𝐫𝐮𝐬𝐭𝐬 𝐁𝐨𝐨𝐭𝐜𝐚𝐦𝐩: July 27–30. One of our most popular offerings. 16 CPE credits. LEARN MORE: https://20-20services.com/courses/tax-courses/bootcamp-estates-gifts-and-trusts/

Take advantage of the slower season to sharpen your skills and check the box for your annual CPE requirements.

And when you 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐛𝐲 𝐉𝐮𝐧𝐞 𝟑𝟎, 𝐲𝐨𝐮’𝐥𝐥 𝐬𝐚𝐯𝐞 𝟏𝟎%. No discount code needed.

View the full schedule of open enrollment sessions and register at https://20-20services.com/open-enrollment-classes.

NOTE: Classes often reach capacity, so be sure to sign up today!

For questions, email [email protected] or call 855.988.2020.

05/13/2026

Just in time! Here is information about the two EBP training sessions happening in late May.
___________________________________
𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝐏𝐥𝐚𝐧𝐬 (𝐄𝐁𝐏) 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 — 𝐅𝐎𝐔𝐍𝐃𝐀𝐓𝐈𝐎𝐍𝐀𝐋: https://20-20services.com/courses/audit-accounting-courses/ebp-courses/intro-to-employee-benefit-plan-audits/
May 26-27, 2026 | 1:00 PM – 5:00 PM ET
8 CPE Credits
Tuition: $427 standard | $384 with 10% off early bird pricing (ending June 30th)

Introduction to Employee Benefit Plan Audits introduces auditors to employee benefit plans (EBPs), how various types of plans function and how EBPs are audited. The course is designed for new and experienced auditors who have no or limited experience in employee benefit plan audit engagements. The training addresses common risks and associated audit procedures for several core areas of EBP audits. A simulated case study allows participants to apply the concepts learned during the course. This program provides critical foundational skills and knowledge for auditors developing within the EBP practice area.
___________________________________
𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝐏𝐥𝐚𝐧𝐬 (𝐄𝐁𝐏) 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 — 𝐈𝐍𝐓𝐄𝐑𝐌𝐄𝐃𝐈𝐀𝐓𝐄: https://20-20services.com/courses/audit-accounting-courses/ebp-courses/intermediate-employee-benefit-plan-audit-training/
May 28-29, 2026 | 1:00 PM – 5:00 PM ET
8 CPE Credits
Tuition: $427 standard | $384 with 10% off early bird pricing (ending June 30th)

Intermediate Employee Benefit Plan Audit training covers some of the more technical topics and challenging areas auditors encounter on EBP engagements. Designed for experienced staff, seniors, or managers who work on employee benefit plan audit engagements, this program addresses common errors and challenges encountered in such audits, provides practice opportunities in selected technical areas, and helps participants develop the supervisory skills needed to lead an engagement effectively. A simulated case study allows participants to apply the concepts learned during the course.

Register here: https://20-20services.com/open-enrollment-registration/
Or reach out to us directly: [email protected] | 855.988.2020

𝐍𝐎𝐓𝐄: Register anytime before the session and receive an automatic 10% discount. No discount code necessary.

NEW TO 20-20 SERVICES? YOUR FIRST SEAT IN OUR OPEN ENROLLMENT SESSIONS IS ON US!

Why not considering our 2026 Open Enrollment courses, here’s something worth knowing: new clients receive one free registration per practice area: Governmental • Audit • Tax • CAAS • EBP • PIFs. That’s up to six free seats total. As a bonus, additional attendees qualify for a buy-one, get-one offer (BOGO). See our full calendar of course offerings in the comment section of this post. Or visit www.20-20services.com.

05/01/2026

✨ REMINDER: 20% OFF ENDS TODAY, MAY 1 — 20-20 Services Open Enrollment Classes ✨

If you’re a learning and development or accounting professional looking to build technical skills — for your staff, yourself or both — you've come to the right place.

20-20 Services virtual open enrollment programs are built for staff-level professionals who need technically rigorous, immediately applicable training in audit, tax and CAAS — delivered in interactive virtual classrooms that actually keep students engaged.

Now through May 1, all open enrollment sessions are 𝟐𝟎% 𝐨𝐟𝐟. No discount code needed — the savings is applied automatically at registration. Not ready to lock in student details? No problem. Purchase seats now and submit student info by July 1.

👉 Register: https://20-20services.com/open-enrollment-registration/
👉 Reserve seats: https://forms.monday.com/forms/991c1c0a0716291229deed443199a9c1?r=use1
👉 Course descriptions, dates and pricing: https://20-20services.com/open-enrollment-classes/

04/29/2026

NEW TO 20-20 SERVICES? YOUR FIRST SEAT IN OUR OPEN ENROLLMENT SESSIONS IS ON US!

Why not considering our 2026 Open Enrollment courses, here’s something worth knowing: new clients receive one free registration per practice area: Governmental • Audit • Tax • CAAS • EBP • PIFs. That’s up to six free seats total. As a bonus, additional attendees qualify for a buy-one, get-one offer (BOGO).

Here is information about the Employee Benefit Plans training sessions happening in late May.
___________________________________
𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝐏𝐥𝐚𝐧𝐬 (𝐄𝐁𝐏) 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 — 𝐅𝐎𝐔𝐍𝐃𝐀𝐓𝐈𝐎𝐍𝐀𝐋: https://20-20services.com/courses/audit-accounting-courses/ebp-courses/intro-to-employee-benefit-plan-audits/
May 26-27, 2026 | 1:00 PM – 5:00 PM ET
8 CPE Credits
Tuition: $427 standard | $342 with early bird pricing (ending May 1)

Introduction to Employee Benefit Plan Audits introduces auditors to employee benefit plans (EBPs), how various types of plans function and how EBPs are audited. The course is designed for new and experienced auditors who have no or limited experience in employee benefit plan audit engagements. The training addresses common risks and associated audit procedures for several core areas of EBP audits. A simulated case study allows participants to apply the concepts learned during the course. This program provides critical foundational skills and knowledge for auditors developing within the EBP practice area.
___________________________________
𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝐏𝐥𝐚𝐧𝐬 (𝐄𝐁𝐏) 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 — 𝐈𝐍𝐓𝐄𝐑𝐌𝐄𝐃𝐈𝐀𝐓𝐄: https://20-20services.com/courses/audit-accounting-courses/ebp-courses/intermediate-employee-benefit-plan-audit-training/
May 28-29, 2026 | 1:00 PM – 5:00 PM ET
8 CPE Credits
Tuition: $427 standard | $342 with early bird pricing (ending May 1)

Intermediate Employee Benefit Plan Audit training covers some of the more technical topics and challenging areas auditors encounter on EBP engagements. Designed for experienced staff, seniors, or managers who work on employee benefit plan audit engagements, this program addresses common errors and challenges encountered in such audits, provides practice opportunities in selected technical areas, and helps participants develop the supervisory skills needed to lead an engagement effectively. A simulated case study allows participants to apply the concepts learned during the course.

Register here: https://20-20services.com/open-enrollment-registration/
Or reach out to us directly: [email protected] | 855.988.2020

𝐍𝐎𝐓𝐄: Act now as our 20% off discount ends 𝐌𝐚𝐲 𝟏 and seating is limited.

04/27/2026

20% OFF ENDS MAY 1 — 20-20 Services Open Enrollment Classes

If you’re a learning and development or accounting professional looking to build technical skills — for your staff, yourself or both — you've come to the right place.

20-20 Services virtual open enrollment programs are built for staff-level professionals who need technically rigorous, immediately applicable training in audit, tax and CAAS — delivered in interactive virtual classrooms that actually keep students engaged.

Now through May 1, all open enrollment sessions are 20% off. No discount code needed — the savings is applied automatically at registration. Not ready to lock in student details? No problem. Purchase seats now and submit student info by July 1.

👉 Register: https://20-20services.com/open-enrollment-registration/
👉 Reserve seats: https://forms.monday.com/forms/991c1c0a0716291229deed443199a9c1?r=use1
👉 Course descriptions, dates and pricing: https://20-20services.com/open-enrollment-classes/

04/17/2026

NEW 20-20 SERVICES CLIENTS = FREE SEATS IN OUR OPEN ENROLLMENT SESSIONS

Want to know what makes 20-20 Services CPA training different? Take a test drive to find out. New clients receive one free open enrollment registration per practice area: Governmental • Audit • Tax • CAAS • EBP • PIFs. That’s up to six free seats total. As a bonus, additional attendees qualify for a buy-one, get-one offer (BOGO).

Learn more about upcoming Tax training sessions happening in June.
___________________________________
𝐓𝐚𝐱 𝐋𝐞𝐯𝐞𝐥 𝟏: https://20-20services.com/courses/tax-courses/level-1-tax-training/
June 8-12, 2026 | 1:00 PM – 5:30 PM ET
24 CPE Credits
Tuition: $1,250 standard | $1,000 with early bird pricing (ends May 1)
___________________________________
𝐓𝐚𝐱 𝐋𝐞𝐯𝐞𝐥 𝟐: https://20-20services.com/courses/tax-courses/level-2-tax-training/
June 22-26, 2026 | 1:00 PM – 5:30 PM ET
24 CPE Credits
Tuition: $1,250 standard | $1,000 with early bird pricing (ends May 1)
___________________________________
𝐓𝐚𝐱 𝐋𝐞𝐯𝐞𝐥 𝟑: https://20-20services.com/courses/tax-courses/level-3-tax-training/
June 15-18, 2026 | 12:00 PM – 5:30 PM ET
24 CPE Credits
Tuition: $1,250 standard | $1,000 with early bird pricing (ends May 1)
___________________________________
𝐓𝐚𝐱 𝐋𝐞𝐯𝐞𝐥 𝟒: https://20-20services.com/courses/tax-courses/level-4-tax-training/
June 22-26, 2026 | 1:00 PM – 5:30 PM ET
24 CPE Credits
Tuition: $1,250 standard | $1,000 with early bird pricing (ends May 1)

NEW CLIENTS, please reach out to us directly: [email protected] | 855.988.2020

EXISTING CLIENTS, don't miss out on the 20% off that ends May 1: https://20-20services.com/open-enrollment-registration/

Address

Rockville, MD
20850

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(855) 988-2020

Website

http://www.20-20services.com/

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