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CPA practice transition meeting where client trust transfers from a retiring partner to a prepared successor.
02 Jul

Client Retention in a CPA Practice Transition: What Most Firms Miss

Succession Planning

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 Client retention in a CPA practice transition depends on whether client trust transfers, not just whether the client list is assigned. Most firms treat a CPA practice

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CPA firm team connecting business development growth to staff capability, advisory readiness, and client confidence.
02 Jul

Business Development for Accounting Firms Starts With Staff Capability

Accounting Firm Growth

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 Business development for accounting firms starts with staff capability because a firm cannot market its way past a capability ceiling. Most firms treat business development as lead

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