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Comparison between an outdated accounting procedure manual and a living SOP used during real CPA firm work.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

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