review notes Archives - SkillAbility

CPA firm training needs assessment progressing from firm strategy to role requirements and individual performance.

14 Jul

CPA Firm Training Needs Assessment: How to Find Skill Gaps Before Buying More Courses

Accounting Workforce Development / Onboarding & Training

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

Comparison between a completed accounting workpaper and a clear, supported, review-ready workpaper.

10 Jul

Workpaper Review Checklist: How CPA Firms Train Staff to Submit Review-Ready Work

Accounting Workforce Development / Staff Development

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 A workpaper review checklist should help staff catch incomplete, unsupported, unclear, and unresolved work before the file reaches the reviewer. Review-ready work clearly shows the purpose

review notes Archives - SkillAbility

CPA Firm Training Needs Assessment: How to Find Skill Gaps Before Buying More Courses

Workpaper Review Checklist: How CPA Firms Train Staff to Submit Review-Ready Work

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