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Four-stage pathway from staff accountant practice work to controlled, routine, and expanded client responsibility.
15 Jul

Staff Accountant Competency Checklist: When Is a New Hire Ready for Client Work?

Accounting Workforce Development / Onboarding & Training

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 15, 2026  |  24-minute read TL;DR — The Short Answer A new staff accountant is ready for controlled client work when the person can complete a realistic assignment accurately, follow the firm’s workflow, protect client information,

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CPA firm team reviewing an accounting competency matrix that defines skills from new hire to partner.
14 Jul

Accounting Competency Matrix Template for CPA Firms: Define Skills From New Hire to Partner

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 14, 2026  |  25-minute read TL;DR — The Short Answer An accounting competency matrix defines what people must be able to do at each level of a CPA firm—from new hire to partner—and the evidence that

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