By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 15, 2026 | 27-minute read TL;DR — The Short Answer A staff accountant is ready for promotion to senior when the person can consistently produce review-ready work, recognize and escalate issues, understand client context, manage assigned
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By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 14, 2026 | 25-minute read TL;DR — The Short Answer An accounting competency matrix defines what people must be able to do at each level of a CPA firm—from new hire to partner—and the evidence that
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
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
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