By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 23, 2026 | 28-minute read TL;DR — The Short Answer A CPA firm manager one-on-one should not be a private status meeting. Workflow systems should show what is due, late, waiting, and blocked before the conversation
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17 Jul
CPA Firm Capacity Planning Template: Calculate Workload, Review Bottlenecks, and Hiring Needs
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
By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 16, 2026 | 23-minute read TL;DR — The Short Answer An accounting manager onboarding plan should help a new or promoted manager understand the role, transfer client and team responsibility, establish operating rhythms, assess staff capability,
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
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