tacit knowledge Archives

Comparison between a basic accounting procedure and a complete knowledge transfer process that includes judgment and exceptions.

13 Jul

Accounting Firm Knowledge Transfer Template: How to Capture What Senior Staff Know

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026 | 17-minute read TL;DR — Key Takeaway An accounting firm knowledge transfer template should capture more than procedural steps. It should preserve the judgment, exceptions, client history, relationships, risks, and decision logic senior staff

Collaborative brainstorming in golden light

24 Jun

How to Retain Knowledge When Staff Leave: Why Documentation Isn’t Enough (and What Actually Works)

Firm Operations

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

tacit knowledge Archives - SkillAbility

Accounting Firm Knowledge Transfer Template: How to Capture What Senior Staff Know

How to Retain Knowledge When Staff Leave: Why Documentation Isn’t Enough (and What Actually Works)

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tacit knowledge Archives - SkillAbility

Accounting Firm Knowledge Transfer Template: How to Capture What Senior Staff Know

How to Retain Knowledge When Staff Leave: Why Documentation Isn’t Enough (and What Actually Works)

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