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CPA Voice: The email efficiency tricks you're missing

Written on Feb 29, 2024

Managing your email can be a cumbersome task. Randy Dean, a time management speaker and trainer, presented at the Ohio Accounting Show last fall and shared some of his tips on how to be more efficient when using Microsoft Outlook.  

“Dean said professionals spend 25-50% of their day in their email, but most likely have never gotten formal training on the best way to use it,” writes Jessica Salerno-Shumaker, OSCPA senior content manager, in the January/February issue of CPA Voice. “And because email is so common, companies rarely take the time to train their people on how to be more efficient in the program.” 

There are a lot of useful tools in Outlook that many do not know about. Dean encourages professionals to look into the program’s capabilities because there might be a tool you can integrate into your day-to-day work.  

“Dean said to better manage your day, focus on using the five main functions of Microsoft Outlook together strategically: email, calendar, contacts, tasks, and notes,” Salerno-Shumaker writes. “Understanding the full capabilities of each function can allow you to choose what works best for you.” 

Read the article available now in the January/February issue of CPA Voice.  

Did you know that reading CPA Voice can help you satisfy your CPE requirement? No matter your location or the time of day – and even when your internet is on the fritz – you can gain CPE credit with each issue.       
Every edition includes a 12-question self-assessment exam covering content from that issue. Receive a grade of 75% or higher and you’ll earn one hour of CPE credit in specialized knowledge.           
Best of all, you can take the exam when and where it’s convenient for you. Exams are available online – and may be completed for CPE – through the same month of the following year.          

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