Business Writing for Accountants (Full day course)

This seminar is intended for CPAs who are required to explain technical concepts through written forms of communication.

During the program, we will create a checklist for drafting professional emails and documents. The overarching goal of this program is to help you visualize your own communications from the perspective of your readers. Whether your readers are clients or team members, they will rarely possess the same knowledge as you. While a client may be unfamiliar with certain accounting concepts, a team member may be unfamiliar with the file you are working on. In order to write effectively, writers must bridge the knowledge gap between them and their readers.

By attending this session, you will master techniques for writing to your various readers, both “internal” and “external. The program is practical, rather than theoretical. It is filled with real-life examples of business writing, and its strategies can easily be applied to your own communications. The format of the session is highly interactive


Note: This course includes the material from both of Ryan Standil’s half-day courses: Effective Business Writing and Writing to Clients - Email Etiquette and Readability.


TOPICS INCLUDE:

  • Part 1: Clarity – writing unambiguously
  • Part 2: Attention to Detail – demonstrating your diligence
  • Part 3: Hands-On Writing Exercise – applying the techniques learned in Parts 1 and 2
  • Part 4: Conciseness – using fewer words. At the end of Part 4, you will revisit the writing sample that you drafted in Part 3 and make it more concise
  • Part 5: Email Etiquette – best practices for communicating by email
  • Part 6: Readability – drafting sentences that are easy to read
  • Part 7: Structure – drafting documents that are easy to review


WHO WILL BENEFIT:

Accountants who explain technical concepts through written forms of communication.