By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 4, 2026 | 41-minute read TL;DR — The Short Answer An accounting firm’s realization rate measures how much of a defined value of recorded client work becomes billed or collected revenue. The firm must specify which
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By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 3, 2026 | 42-minute read TL;DR — The Short Answer A CPA firm client segmentation strategy groups clients by the relationship model the firm can serve best—not merely by revenue—then matches each segment with the right
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 3, 2026 | 41-minute read TL;DR — The Short Answer An accounting firm client offboarding checklist is the control system for ending, reducing, or transferring a client relationship without leaving unfinished work, missed deadlines, unclear responsibility,
03 Aug
CPA Firm Client Acceptance Checklist: Screen Risk, Fit, Scope, and Capacity Before Saying Yes
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 3, 2026 | 42-minute read TL;DR — The Short Answer A CPA firm client acceptance checklist should determine whether the prospective client and specific engagement can be served ethically, competently, securely, profitably, and on time before
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 31, 2026 | 41-minute read TL;DR — The Short Answer Client profitability analysis for accounting firms should measure the client’s true economic contribution after delivery cost, review and manager burden, rework, client-caused friction, technology and outsourced
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 31, 2026 | 41-minute read TL;DR — The Short Answer Scope creep in an accounting firm occurs when the client’s requested work, the facts, the service level, the volume, the timing, or the professional risk expands
31 Jul
CPA Firm Engagement Management: How Managers Control Deadlines, Quality, Scope, and Team Leverage
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 31, 2026 | 39-minute read TL;DR — The Short Answer CPA firm engagement management is the manager’s operating system for converting an accepted engagement into timely, review-ready, properly scoped, economically controlled client work through the right
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 24, 2026 | 39-minute read TL;DR — The Short Answer A CPA firm is ready for tax season when it has tested—not merely assigned—the people, workflows, review capacity, client-intake process, technology, security controls, and backup coverage
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 20, 2026 | 21-minute read TL;DR — The Short Answer Accounting training ROI should measure whether development changes work—not whether employees complete courses. Calculate the full cost of training, then measure the financial value of manager
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,
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