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Business Writing for Accountants

This course will provide you with tools for drafting effective emails and documents.

Created byRyan Standil
IntermediateUpdated Jan 21, 2025

About This Course

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

During the course, we will create a checklist for drafting professional emails and documents.

The overarching goal of this course is to help you visualize your own communications from the perspective of your readers. Whether your readers are your clients or your co-workers, they will rarely possess the same knowledge as you. While a client may be unfamiliar with certain accounting concepts, a co-worker 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”.

TOPICS AND TAKEAWAYS:

• Section 1: Clarity – writing unambiguously • Section 2: Conciseness and Attention to Detail – using fewer words and demonstrating your diligence • Section 3: Email Etiquette – best practices for communicating by email • Section 4: Readability – drafting communications that are easy to review

Course Content

4 activities • 4 videos • duration: 4h 16m

remove
Clarity-Part11 videos • 1.2 hours
  • videocamFive Rules for Clear Business Writing
    Duration 69:47
add
Conciseness and Attention to Detail-Part11 videos • 59 min
add
Email Etiquette-Part11 videos • 1.2 hours
add
Readability-Part11 videos • 58 min

Your Instructor

Ryan Standil

menu_book13 courses
star855 reviews

Ryan Standil leads seminars about effective written communication. He is a regular speaker at accounting firms, law firms, corporations, and governmental agencies. Ryan attended Western University, in Canada, where he graduated from the Ivey Business School and the Faculty of Law. After graduating, Ryan worked at a law firm in Toronto, focusing on corporate and commercial matters. Today Ryan owns and operates a seminar company, called Write To Excite. Ryan’s mission is to help professionals grow their income by improving their writing. Ryan is a frequent contributor to the leading newspaper in Canada, The Globe and Mail. Unsurprisingly, his columns can be described as “writing about writing.” To read one of Ryan’s columns, please visit https://www.writetoexcite.com/globeandmail.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.6 out of 5
Student's Choice
208 reviews
  • BC
    Binh C.
    starstarstarstarstar

    Great course!

  • AC
    Agnes C.
    starstarstarstarstar

    Excellent content but there are a lot of spelling errors in the caption.

  • EM
    Eileen M.
    starstarstarstarstar

    Very helpful. I know I'm always googling the who, whom and whose words!

  • JB
    Jean B.
    starstarstarstarstar

    Kind of interesting... a lot of information that educated people should already know.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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