By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 28, 2026 | 49-minute read TL;DR — The Short Answer A 30-day Drake Tax software training plan should move a new preparer through four evidence-based stages: product and firm foundations, complete source-to-return practice, review-ready return preparation,
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By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 28, 2026 | 48-minute read TL;DR — The Short Answer CCH Axcess Tax training for new staff should connect product navigation with a complete professional tax workflow: client facts, source-document completeness, prior-year analysis, indexed workpapers, accurate
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 27, 2026 | 43-minute read TL;DR — The Short Answer Lacerte training for tax preparers should teach an end-to-end professional return workflow—not only where to enter W-2s, K-1s, trial-balance amounts, and e-file information. A new hire
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 27, 2026 | 42-minute read TL;DR — The Short Answer UltraTax training for new tax preparers should teach the complete return workflow—from source-document completeness and prior-year analysis through accurate input, workpaper support, diagnostics, research, state treatment,
27 Jul
QuickBooks Online Training for Accounting Firm Staff: Build Workflow Fluency, Not Just Certification
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 27, 2026 | 41-minute read TL;DR — The Short Answer QuickBooks Online training for accounting firm staff should build workflow fluency—not merely prepare employees to pass a certification exam or remember where a menu item appears.
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 24, 2026 | 40-minute read TL;DR — The Short Answer An accounting internship training program becomes a real talent pipeline when the firm recruits for future capability, pays and structures the experience professionally, teaches core accounting
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 24, 2026 | 37-minute read TL;DR — The Short Answer A bookkeeping quality control checklist should help accounting firms catch incomplete source data, duplicate or missing transactions, unsupported classifications, unreconciled balances, cutoff errors, payroll and tax-liability
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 23, 2026 | 31-minute read TL;DR — The Short Answer Month-end close training for staff accountants should teach employees to produce complete, supported, accurate, timely, and explainable financial information—not merely finish a checklist before the deadline.
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 23, 2026 | 29-minute read TL;DR — The Short Answer A senior accountant onboarding plan should validate the experienced hire’s actual capabilities quickly, teach the firm’s standards and systems without forcing the person through entry-level repetition,
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 22, 2026 | 30-minute read TL;DR — The Short Answer Tax research training for junior accountants should teach staff to define the issue and facts, locate current and applicable authority, evaluate how strongly each source supports
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