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English Speaking for Accountants

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English Speaking for Accountants

Work with a partner. Take turns being the accountant and the client. For the listening task, one person reads the briefing aloud while the other listens and takes notes; then swap roles. Speak at a steady pace, explain unfamiliar terms and ask questions when something is unclear.

Listen for the key information

Partner A: Read this briefing aloud once at a natural pace from a separate copy, without showing it to Partner B. Partner B: Cover the briefing script while listening, and do not look at the questions until the reading is finished. Then answer from memory. Swap roles afterwards. BRIEFING SCRIPT “Good morning. Here is the update for April. Revenue was £48,000, which is £4,000 above March. The increase came mainly from two new client projects. Operating costs were £31,500, up £1,500 from the previous month following an unexpected maintenance expense. As a result, the operating surplus was £16,500. Cash in the bank at the end of April was £12,000. I recommend setting aside £2,000 for the tax payment due next month. The figures are provisional until we receive the final supplier invoice.”

1.What was April’s revenue, and how did it compare with March? Give both figures.
2.Which explanation best accounts for the increase in operating costs?
  • Two new client projects
  • A one-off repair bill
  • A tax payment
  • A late customer payment
3.Decide whether each statement is true or false, using the briefing. a) The operating surplus was £16,500. b) The figures are final and confirmed. c) The accountant recommends reserving £2,000 for tax.
TrueFalse
4.In your own words, explain what “provisional” means in the final sentence of the briefing.

Make the message clear

Choose precise language and practise saying the completed sentences aloud.

5.Complete the sentence with the most natural professional phrase: “_____ the latest figures, revenue increased by £4,000.”
  • According to
  • In opinion of
  • By the way of
6.Match each presentation phrase to its purpose.
  • “I’d like to highlight…”
  • “Turning now to…”
  • “Could you clarify…?”
  • Move to a new topic
  • Emphasise an important point
  • Ask for more information
7.A client asks, “Why did costs rise?” Give a concise, professional response using the briefing. Include a signpost such as “The main reason is…”

Speak, listen and respond

Take turns in the roles below. The accountant should explain the update without simply reading the script. The client should ask a follow-up question and summarise what they understood.

8.Give a 30–45 second spoken update to a client. Include revenue, costs, the operating surplus, the cash balance and the recommended action. Use at least one signpost phrase.
9.As the client, ask one useful follow-up question about the update. Then write a polite response the accountant could give.
10.After listening to your partner’s spoken update, write a one-sentence summary of the most important financial point and one point you would check or clarify.

3 printable pages

  • English Speaking for Accountants, page 1 of 3: Listen for the key information

    Page 1

  • English Speaking for Accountants, page 2 of 3: Make the message clear, Speak, listen and respond

    Page 2

  • English Speaking for Accountants, page 3 of 3: 10. After listening to your partner’s spoken update, write a one-sentence summary of the…

    Page 3

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