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Writing Tips for Accountants
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Testimonials

WORKSHOPS

Learning & Development Supervisor,
Major insurance company

Jack Appleman's credentials brought a level of professionalism to the business writing training we were looking for management level employees. Participants especially enjoyed the interactive exercises during the workshop and the personal consultation session.

Many indicated they are writing more concisely, thinking more about what they are saying, and editing their own work more carefully. In addition to seeing improvement in their own original writing, including emails, they are better able to edit correspondence created by members of their teams.

Director of Human Resources
Prominent insurance brokerage firm

The lack of basic writing skills was a concern to us since all our employees use email to communicate with our clients. We wanted to ensure professionalism so we asked Jack to address this deficiency in two full-day workshops to reach the widest possible audience. Jack did a wonderful job in designing a curriculum that would interest And motivate employees at various competency levels. He presented many good ideas to help improve writing skills and make the process more efficient.

Our follow-up survey indicated 100% of respondents found the content relevant. We also appreciated the take-away booklet that Jack prepared to be used as a resource. It includes good hints and is a handy reminder for us when we are writing letters and e-mails.

Assistant Vice President,
Employee Relations & Training Major insurance carrier

Our decision to select Jack Appleman to provide a business writing skills program for its employees was a good one for the organization. Jack knows the subject matter well and has significant real life experience that adds to his effectiveness.

His product is particularly effective because he combines group instruction with one-on-one coaching and evaluation. Jack's participants reported the class increased their knowledge and skills and that they expect to perform better because of what they learned.

I would recommend Jack Appleman to any organization that needs a business writing skills instructor.

General Manager
Prominent marketing organization

Jack Appleman's half-day workshop and subsequent one-on-one critiques have shown immediate and positive results both in the content and the tone conveyed in the messages of our account management team.

Correspondences, specifically e-mails, are more concise and well thought-out. One participant wrote she now makes the "effort to be clear, to the point and friendly." It appears that those who attended the workshop are internalizing their thoughts before beginning the key entry and also anticipating how the recipient will interpret it.

Another participant said, "Almost immediately I noticed a change in how I approach written communication. I look closely at what I'm writing, and pause to make sure my message is clear and brief."

COACHING

Donyetta Robinson, Learning Administrator
Janney Montgomery Scott, LLC

Jack was remarkable! He helped me become a more confident writer through his subject knowledge, mild temperament and genuine love for helping writers reach their goals. Jack's ability to gain your trust through his patience and encouragement allows for a comfortable setting conducive for learning. He was able to instruct and correct without being condescending offering the best opportunity for growth and development. I would recommend Jack without reservation to any individual or organization in need of an effective business writing coach.

Dan Bates
Communication specialist

Jack's coaching techniques are awesome. In a short period, he gave me confidence to greatly improve my business writing and editing skills.

ACCOUNTING CPE

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."