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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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CPA firm leaders reviewing a succession planning checklist covering clients, knowledge, ownership, and future leadership
13 Jul

CPA Firm Succession Planning Checklist: Protect Clients, Knowledge, and Future Leadership

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026  |  18-minute read TL;DR — Key Takeaway CPA firm succession planning must transfer more than ownership. It must protect client trust, institutional knowledge, operating continuity, and the next generation of firm leadership. A complete

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