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?
