By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026 | 17-minute read TL;DR — Key Takeaway An accounting firm knowledge transfer template should capture more than procedural steps. It should preserve the judgment, exceptions, client history, relationships, risks, and decision logic senior staff
Welcome to SkillAbility
Steven Miller, Author at SkillAbility - Page 4 of 9
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026 | 18-minute read TL;DR — Key Takeaway CPA firm succession planning must transfer more than ownership. It must protect client trust, institutional knowledge, operating continuity, and the next generation of firm leadership. A complete
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 10, 2026 | 17-minute read TL;DR — The Short Answer CPA firm partner track criteria should measure whether someone can build, protect, and transfer firm value—not merely whether they are a strong technician or produce enough
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 10, 2026 | 17-minute read TL;DR — The Short Answer A workpaper review checklist should help staff catch incomplete, unsupported, unclear, and unresolved work before the file reaches the reviewer. Review-ready work clearly shows the purpose
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 10, 2026 | 16-minute read TL;DR — The Short Answer An accounting employee development plan should show how one person will become more capable in the role they have now and more prepared for the role
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 2026 | 15-minute read TL;DR — The Short Answer An accounting firm training plan template should not be a list of random courses. It should be a role-based development pathway that moves people from new hire
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: 2026 | 12-minute read TL;DR — The Short Answer In modern tax practices, review — not preparation — has become the primary constraint. Software and AI made preparation faster, so more returns hit the review stage sooner,
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 2026 | 14-minute read TL;DR — The Short Answer A staff accountant onboarding checklist should not just help a CPA firm welcome a new hire. It should move that person toward useful, review-ready work in the
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 2026 | 14-minute read TL;DR — The Short Answer CPA firm onboarding software should do more than welcome new hires, assign courses, and track checklists. It should help new staff become productive without constant manager rescue.
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 2026 | 14-minute read TL;DR — The Short Answer Accounting firm training software should do more than track course completion. It should help CPA firms build measurable staff capability. Course tracking tells a firm whether someone
© 2026 | SkillAbility | All Rights Reserved. | Developed & Digital Marketing By Veom Infotech