How Email Works at MyBuilderCPA

Hello, Jon Markee here, founder and CEO of MyBuilderCPA. Today, I want to discuss a critical aspect of our communication process: email. Email can often be a source of missed expectations, especially when dealing with your CPA, so it's important to understand how we handle it at MyBuilderCPA.

The Challenge of Email Communication

Many new clients report that their previous CPAs were unresponsive to emails. While this isn't to justify any lack of response, the accounting industry faces higher demands than ever before, including increasing regulations, a talent shortage, and more routine tasks that require significant time. Additionally, simple questions often require lengthy, thought-out responses better suited for in-person discussions.

Our Email Response Strategy

At MyBuilderCPA, our goal is to respond to emails within 24 hours to acknowledge receipt. If your question requires more time, it will be added to our workflow management system or the agenda for our next meeting. This helps us prepare better for discussions and ensures your questions are addressed thoroughly. Our email response service varies by the service plan:

• Tier 1 Pro Growth: Fastest response time with in-depth answers.

• Tier 2 Accelerator: Limit emails to twice a month, combining multiple questions into one email if necessary.

• Tier 3 Starter: Limit emails to once a month, combining questions or adding them to the meeting agenda.

Tips for Effective Email Communication

To help us serve you faster, consider these tips:

• Use Descriptive Subject Lines: Provide specific details in the subject line to help differentiate your email from others. Avoid generic subject lines like "Question."

• Avoid Direct Scans: Instead of forwarding scanned documents directly from your office, save them and attach them to a descriptive email. Blank emails with attachments can be mistaken for phishing attempts and may be blocked.

• Provide Context: Include a brief description of the attached document or the issue at hand. For example, if you send an image of a check, explain its purpose (e.g., a customer payment, an overpayment, a refund request).

• Stick to Email for Formal Communication: While instant messaging and texting are common, email remains our formal communication tool. This ensures we can track and respond to your queries systematically.

Human Touch and Professionalism

Remember, a human will read your email, so please be kind and respectful. We commit to the same level of professionalism in our responses. If there's any confusion or if you need further clarification, don't hesitate to reach out.

At MyBuilderCPA, we strive to make email communication as efficient and effective as possible, ensuring that your questions are answered promptly and thoroughly.

Thanks for watching, and have a great day!