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client meetings Archives - SkillAbility

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

client meetings Archives - SkillAbility

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

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