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 (p. 198)

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 relationship 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 (p. 198)

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:

A Three-Step Process Can Help Accountants Build an Effective Customer-services

Strategy (p. 200)

II. APA Citation:

Vetter, A. (2019, January 22). A three-step process can help accountants build an effective
customer-services strategy. Journal of Accountancy. 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. Lastly, the study supports every
accountant to have a deeper understanding to their clients’ needs, wants and goals for
them not to have a false assumption about they want.
 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 (p. 215)

II. APA Citation:

Half, R. (2017, May 22). Re: 6 soft skills accounting and finance candidates should have.
[Web log message]. 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 (p. 200)

II. APA Citation:

Johnson, K. S. (n. d.). What kind of communication skills are needed for an accountant.
Houston Chronicle. 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.
 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:

Stakeholders’ Perspectives of the Skills and Attributes for Accounting Graduates (p. 199)

II. APA Citation:

Kavanagh, M., Hancock, P., Howieson, B., Kent, J., & Tempone, I. (2009). Stakeholders’
perspectives of the skills and attributes for accounting graduates. USQ ePrints.
Advance online publication. Retrieved from https://eprints.usq.edu.au/6929/
III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

The demanded skills and attributes set by the stakeholders for the assessment level of
satisfaction for accountancy graduates in the workforce are based on the level of
importance of each skill that accountancy graduates must attain. It’s either the technical or
non-technical skills that will meet the expectations of the employers. Technical skills are
basic practical skills or skill by its profession and Non-technical skills are such factors set
by employers to graduates like skills for communication, self-management and teamwork,
problem solving, planning and organizing. Both skills emphasize its roles and level of
performance in different purposes that indicates higher chances of employer’s satisfaction
if graduates obtain the set of requirement. But then, the findings have implications that
graduates should acquire technical skills of the profession first in the academe before
entering in the workforce because non-technical skills will get through trainings and will
be develop more in the workplace.

.
 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:

Twelve Steps to Better Client Relationship (p. 200)

II. APA Citation:

Caragher, J. M. (2013, February 12). Twelve steps to better client relationship. Accounting
today. Retrieved from https://www.accountingtoday.com/opinion/twelve-steps-to-
better-client-relationships

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

The article states that building a strong client relationship with the firm or accountants
leads to contribute to satisfaction and longevity of the partnership. This relationship built
over time by following these twelve steps. On the other hand, these steps do not guarantee
the best client relationship but still can build a good relationship with the client. The
article gives steps or tips to have a better client relationship using a similar attitude on how
to build a friendship, which is useful for accountants who are working to a firm that
needed tips to maintain a good relationship to a client. In contraction, by implementing
this step in building a better client relationship, it could be beneficial to both parties, and it
will build a long-lasting client relationship.

.
 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:

Communication Skills for Accountants (p. 200)

II. APA Citation:

Jazaie, R. (2017, October 12). Communication skills for accountants. Golden Gate
University – The Bridge. Retrieved from https://ggu-
business.com/2017/10/12/communication-skills-for-accounting-presentation/

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

The blog states that the three important skills that an accountant can possess and develop
are communication, analytical, and communication skills; hence, it also states that the
most important is communication skills. The article mainly contains the list of the author's
ten most important communication skills. These skills could be useful to the students and
accountants for their skill development which could use in future references. In overall
contraction, the article mainly focuses on the part of developing communication skills,
although there are still some skills that need for accounting. It helped to know the main
skill that is needed to develop in an accounting profession.
 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:

Accountant as communicators (p. 215)

II. APA Citation:

Harrison, M. (2016, June 16). Re: Accountant as communicators. [Web blog message].
Retrieved from http://www.snitechnology.com/Blog/accountants-as-communicators-
11531
III. Annotation (Max 100-150 words/ 6 sentences / one paragraph):

Accountants are communicator that disseminates the information to the users. It state that
the term will be used to convey messages are can understand the needs, language and
relevant of the information to the users. Accountant should speak a common language use,
then it relies to effective communication that contribute to the needs of audiences to help
them better understand the information, however in verbal interaction of accountant, it
needs to use simple terms in order to client express the opinion and concerns about the
information. Thus broad meaning can be simplified by grouping or sorting of information
to see it as the whole and organize. Although the accountant have a primary role to provide
information to the users, it needed to relies on point and terms that can be understand to
management and other users. This article gives information about providing efficient and
effective communication to clients by identifying the needs, language and relevant of
information. The communicators must need to emphasize the needs to be seen the value of
communication.
 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 Challenges in Communicating New Ideas in Accounting (p. 200)

II. APA Citation:

Lewis, J. (2016, October 26). The challenges in communicating new ideas in accounting.
Houston Chronicle. Retrieved from https://smallbusiness.chron.com/challenges-
communicating-new-ideas-accounting-18005.html

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

Accountant communication relies on accounting terms and concepts that makes

information complex and difficult to understand by other user. However, accountant must
use accessible fashion in choosing word to construct sentence and paragraph. Interaction
between management and accountant is challenging, it states the difficulty of accountant
to convey ideas and theories to management that will work, and thus the management
offers various example and illustration so the meaning will elaborate more precisely.
Communicating requires simple terms to interact in a manner of way but on the other hand
it keeps information more precise when information translated into writing so the
accountant can use technical writing skills to convey messages. The relationship build in
communication makes foundation strong. It show how accountant reconstruct information
to point out to be seen the whole picture of the information.