Email Etiquette for CPAs (Completed)

In this interactive webinar, we will cover important concepts relating to email communication for CPAs. These concepts include tone, formality, appropriate response time, copying, and many more. By mastering email best practices, you will establish a reputation for sending user-friendly correspondence, which will cause your clients and team members to open your messages quickly rather than put them off. The format of this session will be an interactive workshop. You will be encouraged to ask questions and share your opinions about email communication as an accountant. In addition to the core topics covered in this session, participants in the past have asked about matters such as: • out-of-office messages; • greetings and sign-offs; • acronyms and abbreviations; • proofreading strategies; • USING ALL CAPS; and • emailing outside of standard business hours

Who Should Attend
CPAs who handle a high volume of emails. - CPAs who regularly send emails to clients. CPAs who wish to receive prompt, streamlined responses —the instructor obsesses over how to make life easy for your readers.

Topics Covered

• Tone
• Formality
• Tailoring your writing style to your recipient
• Making it easy for people to respond to you
• Email length
• Response time
• Subject lines
• Pleasantries, e.g., “I hope all is well.”
• Copying – Reply or Reply All?
• Following up
• Knowing when to pick up the phone or meet face-to-face

Learning Objectives

• Learn how to draft emails that are easy to respond to
• Learn how to write in a style that is both professional and courteous
• Understand hot to obey the etiquette of email communication
• Adapt your level of formality depending on the audience
• How to elicit faster responses to your emails, both from clients and team members

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Business Management & Organization (1 hour)

Program Prerequisites
None

Advance Preparation
None