review-ready work Archives - Page 2 of 2

Comparison between completing accounting onboarding activities and producing useful, review-ready client work.

21 Jul

Accounting Onboarding KPIs: 12 Metrics That Show Whether New Hires Are Becoming Productive

Accounting Workforce Development / Onboarding & Training

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 21, 2026 | 20-minute read TL;DR — The Short Answer Accounting onboarding KPIs should show whether a new hire is producing more useful work, with fewer avoidable corrections and less manager rescue, while progressing toward clearly

CAS advisory framework connecting financial evidence to business impact, options, recommendation, and client action.

21 Jul

Client Accounting Services Training: Build CAS Staff Who Can Close, Explain, and Advise

Accounting Workforce Development / Client Advisory Services

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 21, 2026 | 18-minute read TL;DR — The Short Answer Client Accounting Services training should build three progressively harder outcomes: staff who can close the books accurately, explain what changed and why it matters, and advise

Accounting manager deciding which CPA firm responsibilities to hand off, review, or retain based on capability, authority, and risk.

20 Jul

Accounting Firm Delegation Framework: What Managers Should Hand Off, Review, and Retain

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 Accounting managers should hand off work when another employee can own a clearly defined outcome within approved authority; review work when risk or development requires independent

Complete CPA firm training investment including program, learner, manager, implementation, technology, and maintenance costs.

20 Jul

Accounting Training ROI Calculator: Measure Manager Time, Rework, and Faster Productivity

Accounting Workforce Development / Firm Operations

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 20, 2026 | 21-minute read TL;DR — The Short Answer Accounting training ROI should measure whether development changes work—not whether employees complete courses. Calculate the full cost of training, then measure the financial value of manager

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

Comparison between an outdated accounting procedure manual and a living SOP used during real CPA firm work.

16 Jul

Accounting Firm SOP Template: How to Document Workflows Without Creating a Dead Manual

Accounting Workforce Development / Knowledge Transfer

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 16, 2026 | 25-minute read TL;DR — The Short Answer An accounting firm SOP should help a qualified employee perform a defined workflow correctly, securely, and consistently without forcing the person to reconstruct the process from

Four mandatory promotion gates covering integrity, current-role consistency, review judgment, and people-development readiness.

15 Jul

Senior Accountant Promotion Criteria: How to Know When Staff Are Ready for the Next Level

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 15, 2026 | 27-minute read TL;DR — The Short Answer A staff accountant is ready for promotion to senior when the person can consistently produce review-ready work, recognize and escalate issues, understand client context, manage assigned

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,

Accounting candidate completing a realistic skills assessment before a CPA firm makes a hiring offer.

13 Jul

Accounting Skills Assessment Test: What CPA Firms Should Measure Before Making an Offer

Accounting Workforce Development / Hiring & Staffing

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026 | 29-minute read The Short Answer An accounting skills assessment test should show whether a candidate can perform realistic accounting work accurately, document what they did, identify problems, follow instructions, communicate clearly, and recognize

review-ready work Archives - Page 2 of 2 - SkillAbility