Name: Email Best Practices for CPAs
Price: 99 CAD
Rating: 4.9 (58 reviews)

What You'll Learn

check_circleDraft emails that are easy to respond to.

check_circleWrite in a style that is both professional and courteous.

check_circleFollow proper etiquette for email communication.

check_circleAdapt your level of formality depending on the audience.

check_circleElicit faster responses from clients and team members.

About This Course

In this program, we will cover 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 encourage 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. Specifically, this program 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
Knowing when to pick up the phone or meet face-to-face
Formality
Tone

Specific Example:

In the 2020s, what is the relevance of “standard business hours”?

When a person sends an email at 7:00 p.m., does that person look hard-working or disorganized? What about at 11:00 p.m.?
Does everyone want to receive emails at these late hours?
Do the standards differ for internal and external correspondence?

Your Instructor

Ryan Standil

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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

4.9

Student's Choice

58 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 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.