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Comparison between a basic accounting procedure and a complete knowledge transfer process that includes judgment and exceptions.
13 Jul

Accounting Firm Knowledge Transfer Template: How to Capture What Senior Staff Know

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026  |  17-minute read TL;DR — Key Takeaway An accounting firm knowledge transfer template should capture more than procedural steps. It should preserve the judgment, exceptions, client history, relationships, risks, and decision logic senior staff

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Eight-part CPA firm partner readiness framework covering technical, client, people, growth, economic, strategic, and ownership capabilities.
10 Jul

CPA Firm Partner Track Criteria: How to Build Future Partners Before You Need Them

Accounting Workforce Development / Succession Planning

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 10, 2026  |  17-minute read TL;DR — The Short Answer CPA firm partner track criteria should measure whether someone can build, protect, and transfer firm value—not merely whether they are a strong technician or produce enough

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