Business Writing for CPAs and Finance Professionals

This course will provide you with the tools to become a proficient writer. By improving your writing, you will be able to compose emails and documentation that will lead to greater profitability. 

During this two-hour session, you will develop a writing style that is clear and convincing. In turn, you will increase the number of clients who reply to you with a positive response, and you will decrease the time that it takes for your co-workers to read your writing. 

These two outcomes will go straight to your bottom line.

4 Nov 2021, 12:00 PM

2 CPD hours


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Course Description

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

During the course, we will create a checklist for drafting effective emails and documentation.

The first half of this session will focus on Clarity in Business Writing. In an engaging format, we will cover five techniques that are used to avoid misunderstandings. By applying these techniques, you will ensure that your readers can fully comprehend your emails and documentation – even when the subject is technical in nature. 

The second half of the session will focus on Email Dos and Don’ts. The subtopics in this half of the course will include email length, response time, subject lines, tone, formality, copying, and pleasantries, such as, “I hope all is well.” 

Key Takeaways:

• Writing unambiguously

• Explaining technical concepts using simple language

• Deciding when to repeat a term and when to use a synonym

• Determining when to use (and when to avoid) the word “and”

Conceptualizing how your reader would like your message to look

Developing a writing style that is both professional and courteous

Obeying the etiquette of email communication

Increasing the percentage of your emails that receive a reply

Course Walkthrough

  • Presentation
  • Handout
  • Recording
  • Certificate: Business Writing for CPAs and Finance Professionals
  • Feedback / comments

About the Instructor(s)

Picture of Ryan Standil
Ryan Standil

Ryan Standil leads workshops about effective written communication.

During the workshops, participants learn how to view their own writing from the perspective of their readers. Organizations integrate Ryan’s training into their onboarding programs and their professional development. 

Ryan’s workshops are held at CPA Ontario, the Law Society of Ontario, and individual firms across North America. 

Ryan attended Western University, where he graduated from the Ivey Business School and the Faculty of Law. After graduating, Ryan joined a law firm in Toronto.

Today, Ryan owns and operates a seminar company, called Write To Excite.

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