By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 21, 2026 | 20-minute read TL;DR — The Short Answer Accounting onboarding KPIs should show whether a new hire is producing more useful work, with fewer avoidable corrections and less manager rescue, while progressing toward clearly
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By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 17, 2026 | 24-minute read TL;DR — The Short Answer Scenario-based training helps accounting staff build judgment before client work by placing them inside realistic decisions, incomplete information, competing priorities, client reactions, and escalation moments—without putting
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 15, 2026 | 24-minute read TL;DR — The Short Answer A new staff accountant is ready for controlled client work when the person can complete a realistic assignment accurately, follow the firm’s workflow, protect client information,
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 14, 2026 | 24-minute read TL;DR — The Short Answer A CPA firm training needs assessment identifies the specific performance gaps preventing the firm from reaching its goals—and determines whether training is actually the right solution
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 14, 2026 | 28-minute read TL;DR — Key Takeaway A tax preparer skills assessment should prove that a candidate or seasonal employee can turn source documents and client facts into accurate, supported, review-ready tax work before
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 Professional skepticism training for junior accountants teaches staff to question the work, not just complete the task. Junior accountants do not magically develop judgment after enough busy
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 To develop accounting staff without relying on shadowing: (1) define role-specific capability — a bookkeeper, tax preparer, senior, and manager need different pathways, not generic training; (2) stop
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