By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 14, 2026 | 24-minute read TL;DR — The Short Answer A CPA firm training needs assessment identifies the specific performance gaps preventing the firm from reaching its goals—and determines whether training is actually the right solution
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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
24 Jun
How to Retain Knowledge When Staff Leave: Why Documentation Isn’t Enough (and What Actually Works)
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | Skillability for Accounting Firms Last updated: 2026 | 12-minute read TL;DR — The Short Answer To retain knowledge when staff leave, you have to accept an uncomfortable truth first: you can’t keep most of it by writing it down. Critical firm knowledge is
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