accounting workflow Archives

Comparison between completing accounting onboarding activities and producing useful, review-ready client work.

21 Jul

Accounting Onboarding KPIs: 12 Metrics That Show Whether New Hires Are Becoming Productive

Accounting Workforce Development / Onboarding & Training

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

CAS advisory framework connecting financial evidence to business impact, options, recommendation, and client action.

21 Jul

Client Accounting Services Training: Build CAS Staff Who Can Close, Explain, and Advise

Accounting Workforce Development / Client Advisory Services

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 21, 2026 | 18-minute read TL;DR — The Short Answer Client Accounting Services training should build three progressively harder outcomes: staff who can close the books accurately, explain what changed and why it matters, and advise

Four-stage pathway from staff accountant practice work to controlled, routine, and expanded client responsibility.

15 Jul

Staff Accountant Competency Checklist: When Is a New Hire Ready for Client Work?

Accounting Workforce Development / Onboarding & Training

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,

accounting workflow Archives - SkillAbility

Accounting Onboarding KPIs: 12 Metrics That Show Whether New Hires Are Becoming Productive

Client Accounting Services Training: Build CAS Staff Who Can Close, Explain, and Advise

Staff Accountant Competency Checklist: When Is a New Hire Ready for Client Work?

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accounting workflow Archives - SkillAbility

Accounting Onboarding KPIs: 12 Metrics That Show Whether New Hires Are Becoming Productive

Client Accounting Services Training: Build CAS Staff Who Can Close, Explain, and Advise

Staff Accountant Competency Checklist: When Is a New Hire Ready for Client Work?

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