![]() ![]() If you’re writing a memo for the first time and seeking additional direction, try to find an example of a previous memo sent by the firm and match the style and detail in your own voice. Memo formatting can vary greatly depending on the organization, the purpose, and the person composing it. Follow a Clear StructureĮven if you don’t use specific headings to separate the individual sections of your memo, follow a clear structure with an introduction, a middle section with an explanation, and a conclusion.įollowing a logical structure and flow makes your memo easier to follow and leaves readers with a solid understanding of any new information or the next steps they need to take. You can always include supporting details to enhance your message as long as you keep it brief. Stay focused on the memo’s intent and avoid excess content that might detract from the readers’ ability to understand the key takeaways. Be sure to use simple but professional language that makes your message easy to understand by its intended recipients.Įmploy straightforward language that’s to the point rather than wordy or full of jargon and acronyms. Use Simple LanguageĪn accounting memo’s purpose is to communicate important information. However, a subject line of “2024 Remote Work Policy Changes” is more likely to capture the recipient’s attention and get them to read the entire memo. That helps recipients understand what they’re about to read and why it’s relevant to their work.įor instance, a subject line like “Policy Updates” may look generic, routine, and unimportant. Be sure it’s specific and pertains to the memo’s contents and purpose. The subject line is the first thing recipients see and determines whether they continue reading the rest of the memo. These tips can help you write memos with clear, concise, and impactful messages. Footer: This last section, if needed, can include page numbers, disclosures, or confidentiality statements as necessary.Ĥ Tips for Writing a Clear and Effective Memo.Approval/signatures: This section can include the signatures or names of individuals who approved or signed off on the memo’s content before sending it.Attachments/appendix: In some cases, you may need to attach supporting documents or files like financial statements, PowerPoint flowcharts, Excel tables, auditing research, or accounting records to offer additional information on the memo’s main subject.Conclusion/recommendations: After long pieces of text, you can include a summary of the key points as a conclusion or guide readers on any next steps they need to take.Body/analysis: This is the main section of your memo, where you provide essential information and include any further analysis or supporting details.If needed, you can provide some background information as context for the rest of the memo’s content. Introduction/background: This is a sentence or two clearly explaining the main point of the memo.Think of the subject line as the title for a memo. ![]() Subject line: This should briefly describe the memo’s topic or purpose and grab the reader’s attention.Use the “cc” line only if you send the memo to other staff or departments for increased awareness. To/from/cc: The “To” line indicates the primary recipient(s) of the memo, and “From” says who the sender or author is.It typically consists of the “Date,” “To,” “From,” “Subject,” and “cc” lines at the beginning. Header: The header includes the first elements of a memo, providing the reader with context about what’s in it.The following are some of the most common elements that you find in an official memo: Your memos can serve different purposes, so you may need to alter the content slightly depending on the situation. Things to Include in your Accounting Memo Click the link below, select “File” at the top left-hand corner of the page and then “Download,” and choose your preferred document format. Please direct any detailed questions to your manager in the meantime, and see the attached document for more information.ĭownload this free memo template and customize it for your needs. This policy update is essential to helping us maintain our competitive edge and ensure an equitable workload across the entire organization.Ī team meeting will be scheduled to address any questions or concerns about the policy update. Subject: Changes to Billable Hours PolicyĮffective, ’s billable hour targets will be adjusted to a minimum of hours for all staff accountants with a realization goal of %. Use this template as a guide to craft your own informative memo. To get you started, you’ll find a sample accounting memo below.
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