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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17 Jul
CPA Firm Capacity Planning Template: Calculate Workload, Review Bottlenecks, and Hiring Needs
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 17, 2026 | 23-minute read TL;DR — The Short Answer A CPA firm capacity planning template should calculate demand and usable capacity separately for preparation, review, manager judgment, client leadership, and specialized work—then identify the first
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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