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CPA firm team testing staff capability, tax workflow, review capacity, security, technology, and backup coverage before tax season.
24 Jul

Tax Season Readiness Checklist for CPA Firms: Test Staff, Workflows, and Backup Coverage

Accounting Workforce Development / Firm Operations

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

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CPA firm scoring inherent key-person risk based on impact, knowledge, authority, relationships, deadlines, and recovery difficulty.
20 Jul

Key-Person Risk Assessment for CPA Firms: Find Single Points of Failure Before Busy Season

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 20, 2026  |  24-minute read TL;DR — The Short Answer A CPA firm has key-person risk when a critical client relationship, technical conclusion, review responsibility, workflow, system, deadline, or business decision depends on one person and

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CPA firm evaluating key-person risk across clients, technical work, review, workflow, administration, and leadership.
16 Jul

Accounting Firm Cross-Training Plan: Reduce Key-Person Risk Before Busy Season

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 16, 2026  |  21-minute read TL;DR — The Short Answer An accounting firm cross-training plan reduces key-person risk by identifying the responsibilities the firm cannot allow to stop, assigning qualified backups, transferring the required process and

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