Worksheet for Annotated Bibliography

Instructions: Complete this form with required information after each prompt. PRINT
your final output. One reference per template. Remove the underline and replace it with
your answers.

Surnames: Balgue, Dantes, Forel, Malicdem, Date of Submission: September 26, 2019
Mechina, Pausanos, Rivera
Course/Yr./Sec: BSA 1-1

I. Title of Reference:

The Impact of Communication on the Accounting Firm/Client Relationship

II. APA Citation:

Koski, T. R., Ehlen, C. R., & Saxby, C. L. (2011). The Impact of Communication on the
Accounting Firm/Client Relationship. Journal of Applied Business Research, 20(3).
doi:10.19030/jabr.v20i3.2217

III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

The study states that accounting firms can use collaborative communication to build better
relationships between firms, to manage and to create a better relationships with the clients.
The study also provided evidence that using effective communication techniques can help
increase the client satisfaction and decreases the client conflicts. In spite of the numerous
amount of studies conducted about using communication for better client relationships,
dealing with it within accounting firms were limited and lacking. This study can help in
identifying the techniques and methods to be used in an effective communication to build a
better relationship with the clients in accounting firms.
 Worksheet for Annotated Bibliography

Instructions: Complete this form with required information after each prompt. PRINT
your final output. One reference per template. Remove the underline and replace it with
your answers.

Surnames: Balgue, Dantes, Forel, Malicdem, Date of Submission: September 26, 2019
Mechina, Pausanos, Rivera
Course/Yr./Sec: BSA 1-1

I. Title of Reference:

The Communication Skills of Accountants: What We Know and the Gaps in our
Knowledge

II. APA Citation:

Siriwardane, H. P., & Durden, C. H. (2014). The Communication Skills of Accountants:

What We Know and the Gaps in our Knowledge. Accounting Education: an
International Journal, 23(2), 119-134. doi:10.1080/09639284.2013.847329

III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

The study identifies the gaps considered to be important in the desired communication
skills in the accounting profession including the written and oral communication skills of
accountants by reviewing the existing literatures. The study examined that the oral
communication is more important than the written communication skills. Most of the
existing studies and researches lack clarity and incomplete of literature reviews. However,
this study provided specific details about the gaps in communication in accounting such as
the gaps in the informal written and oral communication and the gaps in formal written
and oral communication that could improve the communication of the accountants. This
study can also help identify what are the needs to improve the gaps in communication
skills of accountants.
 Worksheet for Annotated Bibliography

Instructions: Complete this form with required information after each prompt. PRINT
your final output. One reference per template. Remove the underline and replace it with
your answers.

Surnames: Balgue, Dantes, Forel, Malicdem, Date of Submission: September 26, 2019
Mechina, Pausanos, Rivera
Course/Yr./Sec: BSA 1-1

I. Title of Reference:

Listen! Here’s how to improve client experience

II. APA Citation:

Vetter, A. (2019, January 22). A three-step process can help accountants build an effective
customer-services strategy. Retrieved from
https://www.journalofaccountancy.com/newsletters/2019/jan/improve-client-
experience.html

III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

This article is all about the effectiveness of customer-services strategy on how they will
give and provide excellent services in terms of their communication skills. This article
provides steps and tips on how they can have a good relationship with their clients. This
will also help accountants through strengthening their relationship and build strong trust
relation in terms of clients' needs and wants. Thus, accountants will grow and flourish
long in their corporate world. By this study, accountants tend to be more hands-on in
dealing with clients, more competent and responsive.
 Worksheet for Annotated Bibliography

Instructions: Complete this form with required information after each prompt. PRINT
your final output. One reference per template. Remove the underline and replace it with
your answers.

Surnames: Balgue, Dantes, Forel, Malicdem, Date of Submission: September 26, 2019
Mechina, Pausanos, Rivera
Course/Yr./Sec: BSA 1-1

I. Title of Reference:

6 Soft Skills Accounting and Finance Candidates Should Have

II. APA Citation:

Half, R. (2017, May 22). 6 Soft Skills Accounting and Finance Candidates Should Have.
Retrieved from https://www.roberthalf.com/blog/evaluating-job-candidates/6-
soft-skills-accounting-and-finance-candidates-should-have?fbclid=IwAR1-
ICaiQrfUW0IG3KzOiuxRMLzUc4N8dXsO6gjIcvKbNFjtQYj4dAiA_Hc

III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

Accounting and finance staff must also consider people who are not on the same field as
them and thus have limited knowledge with some deep accounting terms. Hence,
accounting and finance staff must know how to efficiently and effectively communicate
the information for better understandability by the users. Communication skill is one of
the key factors in making information more understandable which may give better ideas
for decision makings and making the business success. Also, having proper customer
service is important for accounting and finance staff to make clients fine and comfortable
while having a conversation. This article gives advice on how to be a successful
accounting and finance candidate not only by having business knowledge but also in how
to communicate with the users and clients.
 Worksheet for Annotated Bibliography

Instructions: Complete this form with required information after each prompt. PRINT
your final output. One reference per template. Remove the underline and replace it with
your answers.

Surnames: Balgue, Dantes, Forel, Malicdem, Date of Submission: September 26, 2019
Mechina, Pausanos, Rivera
Course/Yr./Sec: BSA 1-1

I. Title of Reference:

What Kind of Communication Skills are Needed for an Accountant

II. APA Citation:

Johnson, K. S. (n. d.). What Kind of Communication Skills are Needed for an Accountant.
Retrieved from https://work.chron.com/kind-communication-skills-needed-
accountant-10799.html

III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

It is already given in the profession of accountancy that most of employees will surely
spend most of their time sitting in front of the desk, preparing and analyzing financial
data. Hence, when the needed information was finished, the next phase is financial
reporting which requires the communicating skills of the practitioner that can be in the
form of written or verbal approach. Written mainly focus on making the report simple and
understandable, then verbal can be channeled through telephone or can be done in
personal that requires concise information when explaining. Although written is also
required in reporting, verbal in personal approach is mainly used to easily clarify and
explain the reports, especially for non-primary users.