Email Best Practices for CPAs
1 hour on demand
Course Description
This program covers important concepts relating to email communication for CPAs. By mastering email best practices, you will establish a reputation for sending user-friendly correspondence, which will cause your readers to open your messages quickly rather than put them off.
The overarching theme of this program is “drafting emails that are easy for your readers to respond to”. Concurrently, this program specifically addresses ten email topics:
Email length
Tailoring to your reader
Response time
Subject lines
Pleasantries, e.g., “I hope all is well”.
Copying – Reply or Reply All?
Following up
Email vs. oral communication
Formality
Tone
Learning Objectives
After viewing this program, you will be able to achieve the following:
Write in a style that is both professional and courteous.
Obey the etiquette of email communication.
Adapt your level of formality depending on the audience, and
Elicit faster responses from clients and team members.
Specific Examples:
The following are examples of three specific questions that you will explore during this program:
In modern accounting and finance practices, is “24 hours” still the standard response time?
Are there better pleasantries than the generic “I hope this email finds you well"?
What are tactful approaches for following up with an email correspondent who has not replied to your previous message?
Ryan Standil