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Writing Tips for Accountants
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CPE courses for CPAs

Successful business writing for accountants

The accounting profession has identified writing as one of the skills most lacking among CPAs. Jack Appleman, seasoned writing instructor and author, has developed several interactive CPE-credit courses (NY & NJ) that can help you craft explicit, concise and well-organized documents that achieve the desired results.

He'll address steps such as tapping the power of simplicity, grabbing readers' attention, mastering emails, organizing to promote understanding, and conveying complex financial information in simple terms. The result: better writing and better productivity.

Each course can be taught at your office!

Fees depend on the duration of the class and the number of participants. Call 845.782.2419 (info@successfulbusinesswriting.com).
Essential Business Writing for Accounting Professionals
2 credits (1 hour, 40 minutes)

Introduction: why bad writing hurts productivity in the accounting field
  1. Tap the power of simplicity: use conversational style, start naturally
  2. Write clearly and concisely: be explicit, drop unnecessary words
  3. Give grammar your best shot: learn key rules, avoid common mistakes
  4. Write with rhythm to drive results: make text flow, arrange ideas in a logical order
  5. Choose a tone that produces results: fit language to readers, use text that motivates
Essential Business Writing Plus for Accounting Professionals
3 credits (2 hours, 30 minutes)

Introduction: why bad writing hurts productivity in the accounting field
  1. Tap the power of simplicity: use conversational style, start naturally
  2. Write clearly and concisely: be explicit, drop unnecessary words
  3. Give grammar your best shot: learn key rules, avoid common mistakes
  4. Write with rhythm to drive results: make text flow, arrange ideas in a logical order
  5. Choose a tone that produces results: fit language to readers, use text that motivates
  6. Organize to promote understanding: separate concepts, arrange ideas in a logical order
Intermediate Business Writing for Accounting Professionals
4 credits (3 hours, 20 minutes)

Introduction: why bad writing hurts productivity in the accounting field
  1. Tap the power of simplicity: use conversational style, start naturally
  2. Write clearly and concisely: be explicit, drop unnecessary words
  3. Give grammar your best shot: learn key rules, avoid common mistakes
  4. Master email communication: be specific, use compelling subject lines
  5. Write with rhythm to drive results: make text flow, use balanced structure
  6. Organize to promote understanding: separate concepts, arrange ideas in a logical order
  7. Choose a tone that produces results: fit language to readers, use text that motivates
  8. Relate skills to frequently written documents
Advanced Business Writing for Accounting Professionals
6 credits (5 hours)

Introduction: why bad writing hurts productivity in the accounting field
  1. Tap the power of simplicity: use conversational style, start naturally
  2. Write clearly and concisely: be explicit, drop unnecessary words
  3. Give grammar your best shot: learn key rules, avoid common mistakes
  4. Grab readers’ attention: start with what’s most important, unleash verb power
  5. Master email communication: be specific, use compelling subject lines
  6. Write with rhythm to drive results: make text flow, use balanced structure
  7. Organize to promote understanding: separate concepts, arrange ideas in a logical order
  8. Choose a tone that produces results: fit language to readers, use text that motivates
  9. Edit and refine: learn different phases of editing, trust your gut feeling
  10. Master documents commonly written by CPAs
Advanced Business Writing Plus for Accounting Professionals
8 credits (6 hours, 40 minutes)

Introduction: why bad writing hurts productivity in the accounting field
  1. Tap the power of simplicity: use conversational style, start naturally
  2. Write clearly and concisely: be explicit, drop unnecessary words
  3. Give grammar your best shot: learn key rules, avoid common mistakes
  4. Grab readers' attention: start with what's most important, unleash verb power
  5. Master email communication: be specific, use compelling subject lines
  6. Write with rhythm to drive results: make text flow, use balanced structure
  7. Organize to promote understanding: separate concepts, arrange ideas in a logical order
  8. Choose a tone that produces results: fit language to readers, use text that motivates
  9. Edit and refine: learn different phases of editing, trust your gut feeling
  10. Master what's frequently written by CPAs-and work on enhancing your own actual documents

Testimonials

Darin Iacobelli, Nawrocki Smith LLP, Certified Public Accountants & Business Consultants

"Thanks to Jack, the professionals at our firm gained valuable insight into improving their individual writing skills. Jack's presentation was interesting, entertaining, and applicable to the needs of our clients. Attendee feedback was excellent and our improved skills were immediately placed into practice. Thanks again, Jack."

James P. Giordano, CPA, CFE, CCFS

"At a New York State CPA Society program Jack brought excitement to a room full of accountants. He showed us how to simplify our daily writing and add impact to our emails to elicit action from readers. Jack's techniques have helped me focus my energies on the reason I am producing a document, how to ensure it gets attention and gets to the point upfront."

S. C. L. Lewis, CPA, Principal, SCL Consulting Services

"Your NYSSCPA session was so inspiring that I am becoming more alert to everything that I now read or write."


See article: A CPA's Guide to Mastering Writing and Speaking Skills