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CPA firm scoring inherent key-person risk based on impact, knowledge, authority, relationships, deadlines, and recovery difficulty.
20 Jul

Key-Person Risk Assessment for CPA Firms: Find Single Points of Failure Before Busy Season

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 20, 2026  |  24-minute read TL;DR — The Short Answer A CPA firm has key-person risk when a critical client relationship, technical conclusion, review responsibility, workflow, system, deadline, or business decision depends on one person and

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Comparison between accounting firm headcount and balanced role-specific capacity across preparation, review, and leadership.
17 Jul

CPA Firm Capacity Planning Template: Calculate Workload, Review Bottlenecks, and Hiring Needs

Accounting Firm Growth / Accounting Workforce Development

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 17, 2026  |  23-minute read TL;DR — The Short Answer A CPA firm capacity planning template should calculate demand and usable capacity separately for preparation, review, manager judgment, client leadership, and specialized work—then identify the first

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