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Best Practices in Accounting and Finance Writing: Putting Ideas in Order

Author/Moderator: Lin Kroeger
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This course will show you how to manage your thinking and create an organized document that highlights what you want your reader to know, think, and do. Participants will learn how to present ideas in the proper sequence so that readers will understand their writing.


      • Know how to organize technical material so that a reader can understand your supporting logic and identify what you want them to do
      • Be able to review a document and determine whether it makes sense

Major Topics:

      • Use the upside down triangle to manage thinking and communicate effectively
      • Recognize what enables a reader to identify and respond to a message
      • Identify messages and sub-messages
Prerequisite: None

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Developed and offered by the Business Learning Institute.
Register for this course on the CPA2Biz/State CPA Society website. Note that your AICPA/CPA2Biz username will not be recognized on this website. Should you have questions, please contact LearnLive Customer Support directly at, or call 1-206-812-4700, Monday - Friday, 8AM - 8PM Eastern Time.

BLI CPEThe Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

NASBA Field of Study: Communications
Level: Overview
Recommended CPE Credit: 2
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