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CPA firm manager coaching a staff accountant on priorities, professional judgment, feedback, development, and accountability.
23 Jul

CPA Firm Manager One-on-One Meeting Template: Coach Staff Beyond Status Updates

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 23, 2026  |  28-minute read TL;DR — The Short Answer A CPA firm manager one-on-one should not be a private status meeting. Workflow systems should show what is due, late, waiting, and blocked before the conversation

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Ten first-time accounting manager competencies covering delegation, coaching, feedback, accountability, capacity, and client leadership.
15 Jul

First-Time Manager Training for Accounting Firms: What Technical Experts Must Learn to Lead

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 15, 2026  |  25-minute read TL;DR — The Short Answer First-time manager training for accounting firms should teach technical experts how to create results through other people—not simply how to complete more work personally. New accounting

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