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workload planning Archives - SkillAbility

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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Ten first-time accounting manager competencies covering delegation, coaching, feedback, accountability, capacity, and client leadership.
15 Jul

First-Time Manager Training for Accounting Firms: What Technical Experts Must Learn to Lead

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 15, 2026  |  25-minute read TL;DR — The Short Answer First-time manager training for accounting firms should teach technical experts how to create results through other people—not simply how to complete more work personally. New accounting

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