【英語で経理業務をマスター】使えるフレーズと実践的英会話例10選！
英語でいきなり経理をしないといけなくなったらどうする？
経理担当者にとって、英語でのコミュニケーションはかなりハードルが高いです。
特に今まで経理を担当してなかった人がいきなり海外の子会社の管理をまかされるようになると、英語で会計の話を現地スタッフとしなければなりません。
経理業務は特殊な単語や言い回しが多く、普段の日常会話やビジネスシーンでは使わない表現も数多くあります。
この記事では、普段から経理をしている人だけでなく、突然経理業務を英語で担当することになった人が直面する日常的なシチュエーションを想定し、彼らが覚えるべき英語表現とリアルな会話例を10選紹介します。
会計英単語がまだ身についてないという人は、以下の会計英単語帳を読んで参考にしてみてくださいね。
経理の仕事は数字と精度が生命線です。
英語でも正確で効果的なコミュニケーションが求められます。
例えば、「請求書を送付してもよろしいですか？」や「決算報告の準備が整いました」など、日常的なやりとりから、より複雑な財務報告の説明まで、さまざまなシチュエーションに対応できる表現を学びましょう。
この記事は、覚えておくべきフレーズ集と実践会話シチュエーションの二本立てです。経理担当者がスムーズに英語でのコミュニケーションがとれるようになると幸いです。
経理業務で覚えておくべき英語フレーズ集
経理業務で英語でスラスラいえないと困る。
そんな経理英語のフレーズを5つのパートに分けてまとめています。
基本的な会話から、請求・支払い、そして税務まで幅広く使われる英語フレーズをまとめています。
いつでも口から自然とフレーズが出てくる。そんなレベルまで自分の経理英語力を上げていきましょう！
1. 基本的な会話 - Basic conversation -
1. "I'll update the financial records today."
今日、財務の記録を更新します。
2. "Do we have a record of the transaction on [specific date]?"
[特定の日付]の取引の記録はありますか？
3. "I've noticed a discrepancy in our accounts."
私たちの会計に差異があることに気づきました。
4. "Could you clarify this entry for me?"
この項目について説明してもらえますか？
5. "Let's review the financial statements together."
財務諸表を一緒に確認しましょう。
6. "I need to reconcile the bank statements."
銀行の明細書と突き合わせを行う必要があります。
7. "Has the audit been completed?"
監査は終わりましたか？
8. "Where can I find the receipts for last month?"
先月のレシートはどこにありますか？
9. "We need to close the books for this quarter."
この四半期の帳簿を締める必要があります。
10. "Please ensure all financial data is backed up securely."
すべての財務データが安全にバックアップされていることを確認してください。
2. 請求・支払い - Invoice & Payment -
1. "Can you confirm the amount due on this invoice?"
この請求書の請求額を確認してもらえますか？
2. "We've sent out the invoices / the bills for this month."
今月の請求書を送りました。
3. "There seems to be a mistake on this bill."
この請求書にミスがあるようです。
4. "When did we last pay [Vendor Name]?"
[業者名]に最後に支払ったのはいつですか？
5. "How do we usually handle payments for this client?"
このクライアントの支払いは通常どのように処理していますか？
6. "Please issue a credit note for this return."
この返品に対してクレジットノートを発行してください。
7. "Have all outstanding invoices been settled?"
未払いの請求書はすべて清算されましたか？
8. "Please remind [Client Name] about the overdue payment."
[クライアント名]に未払いの支払いについてリマインドしてください。
9. "We offer a discount for early payments."
早期支払いには割引があります。
10. "This expense hasn't been approved yet."
この経費はまだ承認されていません。
3. 予算・レポート - budget & report -
1. "The annual budget meeting is next week."
年次予算会議は来週です。
2. "We're currently under budget for this project."
このプロジェクトは現在予算内です。
3. "I'll need to adjust our financial projections."
私たちの財務予測を調整する必要があります。
4. "The quarterly report shows a positive growth."
四半期報告書には、正の成長が示されています。
5. "Can you provide the latest expense breakdown?"
最新の経費内訳を提供してもらえますか？
6. "We should review our spending against the budget."
予算との比較で支出を見直すべきです。
7. "The profit margins have increased since last year."
利益率は昨年から増加しています。
8. "How are we tracking towards our financial goals for this year?"
今年の財務目標に対して、私たちはどのように進んでいますか？
9. "I'm preparing the year-end financial summary."
年末の財務サマリーを準備中です。
10. "Our revenue has exceeded expectations."
収益は予想を超えています。
4. 税務 - Tax -
1. "We need to file our taxes by the end of this month."
今月末までに税金の申告をしなければなりません。
2. "Have you claimed all the available tax deductions?"
利用可能な税控除をすべて申告しましたか？
3. "I've received a notice from the tax authorities."
税務当局から通知が届きました。
4. "Are these expenses tax deductible?"
これらの経費は税控除対象ですか？
5. "We should consult a tax expert on this matter."
この件について税務の専門家に相談すべきです。
6. "I'm preparing the documentation for our tax audit."
税務監査のための書類を準備しています。
7. "What's the corporate tax rate for this year?"
今年の法人税率はいくらですか？
8. "We might be eligible for certain tax incentives."
特定の税制上の優遇措置を受けることができるかもしれません。
9. "Ensure all tax-related receipts are kept safely."
税金関連のレシートはすべて安全に保管してください。
10. "There's been a change in the tax regulations."
税制に変更がありました。
5. 会議・相談 - Meeting & Consultation -
1. "Let's schedule a meeting to discuss the financial forecast."
財務予測について議論するための会議を予定しましょう。
2. "The agenda for today's meeting has been circulated."
今日の会議の議題が周知されました。
3. "Could you present the quarterly report at the meeting?"
会議で四半期報告をプレゼンテーションしてもらえますか？
4. "I'll set up a video conference with the overseas branch."
海外の支店とのビデオ会議を設定します。
5. "Please share your feedback after reviewing the documents."
書類を確認した後、フィードバックを共有してください。
6. "I have a few concerns I'd like to discuss."
議論したい懸念点がいくつかあります。
7. "The minutes from the last meeting have been finalized."
前回の会議の議事録が最終的にまとめられました。
8. "We should have regular check-ins to stay aligned."
連携を取るために、定期的なチェックインを持つべきです。
9. "Can we reschedule our consultation to next week?"
来週に相談の日程を変更できますか？
10. "Let's have a debrief after the conference."
会議の後に情報共有のための会を持ちましょう。
実践的会話シチュエーション10選
実際のシチュエーションを10パターン想定して、経理業務での英会話例をまとめました。
シャドウイングの音声データもありますので、ご活用ください。
シャドウイング用の音声データ
【音声データ】シチュエーション1~5
【音声データ】シチュエーション6~10
1. 年次予算会議 - Annual Budget Meeting -
次年度の予算の見直し
-Review of budget in the next fiscal year-
"Good morning everyone. Let's start by reviewing the annual budget for the next fiscal year."
"Sure, I've noticed a discrepancy in our accounts. We might need to adjust our financial projections."
"Oh? Could you clarify which entry you're referring to?"
"It's regarding the expenses on marketing. Are these expenses tax deductible?"
"Not all of them. We should consult a tax expert on this matter. It can greatly affect our projections."
"Agreed. Also, the annual budget meeting is next week. We need to finalize everything before that."
"Absolutely. Let's have regular check-ins to stay aligned. Please ensure all financial data is backed up securely as well."
"Will do. I also wanted to discuss the corporate tax rate for this year. There's been a change in the tax regulations."
"Oh, that's crucial information. We should factor that into our budgeting as well."
2. 月次会計チェック - Monthly Accounts Check -
先月の請求・支払いの確認
-Confirmation of invoices and payments for last month-
"Hi, I wanted to check with you about the invoices for last month. Have all outstanding invoices been settled?"
"Not yet. I believe there are a couple of invoices from [Vendor Name] that are still pending."
"Okay, I saw a mistake on one of the bills. We might have been overcharged."
"Really? Can you provide the details? We should remind [Vendor Name] about the discrepancy."
"I've already flagged it. By the way, when did we last pay [Vendor Name]?"
"If I remember correctly, it was the end of last month. But let me reconcile the bank statements to be sure."
"Great. Also, this expense for the team lunch, it hasn't been approved yet. We should clarify that with HR."
"Noted. Thanks for catching that. I'll follow up with them today."
3. 税務調査に関する相談 - Consultation Related to Tax Audit -
最近受け取った税務当局からの通知の内容と対応
- Recent notice from tax authorities and the response -
"Hey, I've received a notice from the tax authorities. It seems they have some questions regarding our filings."
"Oh, that's concerning. What specifically are they inquiring about?"
"They're asking if we've claimed all the available tax deductions. I think they've found some discrepancies."
"That's odd. We should have a debrief after this. Let's pull up all the relevant records and check."
"Agreed. Also, they've mentioned a change in tax regulations that might affect our filings."
"I've heard about that. We might be eligible for certain tax incentives. I'm preparing the documentation for our tax audit, and we should include this too."
"Perfect. Let's schedule a meeting to discuss this in detail. We might need to consult a tax expert to ensure everything is in order."
"Sounds like a plan. I'll set up the meeting for tomorrow. Let's make sure we're fully prepared."
4. 新しい会計ソフトウェアの導入- New Accounting Software-
機能と使い方 -facility and how to use-
"I heard we're transitioning to a new accounting software. Is that true?"
"Yes, we're moving to 'AccuFin'. It has some impressive features that should make our work easier."
"That's exciting! How different is it from our current system?"
"It offers real-time data analytics and can predict financial trends based on our past data. Plus, its invoicing module is much more intuitive."
"Do we have training sessions planned?"
"Yes, there's a webinar next week and some in-house sessions afterward. Everyone should attend to get a grasp of the new features."
"I'm particularly interested in how it'll streamline invoicing."
"It can auto-generate invoices based on data input and send them to clients with just a click."
"That's a game-changer! What about expense tracking?"
"You'll love it. Just scan receipts, and the software categorizes and records them automatically."
"Sounds like it'll save a lot of time. Is there a mobile version?"
"Yes, a fully functional app. Perfect for accessing data and approving expenses on the go."
"I'm optimistic about this change. Thanks for the update!"
"Of course! Let's make the most of this transition."
5. 税務監査の準備 - Preparation for the Tax Audit -
必要なドキュメント -Necessary documentation-
"Tax audit is looming, isn't it?"
"Yes, just two weeks away. We've got a lot of documentation to prepare."
"What specific documents should we prioritize?"
"Firstly, all invoices from the last fiscal year. Then, any relevant receipts, our financial statements, and all correspondence with the tax authorities."
"I remember there were some discrepancies last month. Have they been resolved?"
"Yes, they were minor and have been corrected. But good memory, we'll need to include notes on those adjustments for the auditors."
"I'll start organizing everything today. Any other items or concerns?"
"Just ensure all documents are dated correctly, and any digital files should be backed up and easily accessible."
"Got it. Let's aim to have everything ready a few days before the audit."
6. 月末の決算作業 - Month-end Closing Procedures
期限と手続き - Deadline and Procedures -
"It's almost month-end. What are the key tasks to complete?"
"We must reconcile all accounts, finalize the financial statements, and make sure all entries are posted correctly."
"Are there specific deadlines for any reports?"
"Yes, the financial statements should be finalized and reviewed by the 5th of the next month."
"I'll focus on the account reconciliations first. Any other priorities?"
"Let's also ensure that all invoices for the month are sent out. And double-check any outstanding payments."
7. 予算の計画と調整 - Plan and Ajustment of Budget -
新しいプロジェクトの資金調達 -Fundraising for a new project-
"I've heard about the new project. Do we have a budget allocated for it?"
"Not yet. We need to assess our current finances and see where we can allocate funds without disrupting other operations."
"Should we consider external funding or stick to reallocating internal resources?"
"We should explore both options. A meeting with the finance and project teams would be beneficial."
"Agreed. I'll set that up. We need to ensure this project is well-funded without straining our current budget."
8. 経費の承認 - Approval of Expences -
適切な手続き -Appropriate Procedure-
"I've got some expenses from the business trip last week. What's the process for getting them approved?"
"First, fill out the expense report form and attach all original receipts. Once that's done, submit it to your department head for approval."
"After that?"
"Once approved, it'll come to the finance department. We'll review and then process the reimbursement."
"I'll ensure all documentation is clear. Thanks for guiding me through."
9. 新しいチームメンバーのオリエンテーション - Orientation to New Members -
経理部門の役割と業務フロー -Role and procedure in accounting division-
"Welcome to the finance team! We're glad to have you on board."
"Thank you! I'm eager to understand our department's main responsibilities."
"Well, we handle everything from day-to-day transactions, invoicing, payroll, to preparing monthly and annual financial statements."
"That sounds comprehensive. How is the work usually divided?"
"Typically, junior staff handle daily bookkeeping and invoicing, while senior members focus on complex tasks like reconciliations, tax compliance, and reporting."
"Got it. And how do we handle inter-departmental communications?"
"We usually have weekly meetings with other departments to address any financial concerns or needs. It helps keep everything synchronized."
"I see. I'm sure I'll have more questions as I settle in."
"Don't hesitate to ask. We're here to help and ensure a smooth transition for you."
10. 会計ソフトウェアのトラブルシューティング - Troubleshooting of Software-
ソフトウェアのエラーと対処方法
-Software errors and troubleshooting method-
"I've been trying to reconcile this account, but the software keeps giving me an error."
"Let's see. Oh, it looks like a data mismatch. Have you recently imported any new transactions?"
"Yes, I uploaded some data this morning."
"That might be the cause. Sometimes the software glitches if the data format isn't consistent."
"So, how do I fix it?"
"First, double-check the format of your imported file. If that doesn't resolve it, we might need to reach out to tech support."
"I'll review the data file. Thanks for pointing me in the right direction."
"No problem. Software hiccups happen. Just let me know if you need further assistance."
英語経理業務の表現を覚えて次のステップへ
経理業務において、英語でのコミュニケーションに自信を持つことは、グローバルなビジネス環境において非常に重要です。
この記事で紹介した英語表現・英語フレーズとリアルな英会話しちゅえーしょんは、その一歩を踏み出すのに役立つはずです。
これらの表現を日常の業務に取り入れることで、よりスムーズで効果的なコミュニケーションが可能となり、オフィスやオンライン会議で自信をもって、発言ができるようになるでしょう。
言語は単なるコミュニケーションツールではなく、文化や思考を理解する手段です。
経理業務における英語は、単に業務を遂行するだけでなく、国際的な視野を広げ、キャリアをさらに発展させることにつながります。
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