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New client moving from an existing accountant

  • Member PM.Dip
  • Practice Licence
  • 3 posts
  • # 118365

Hi

I have met with a new client who wishes to move all of their accounting including payroll to myself.  Does anyone have a template which I could use to inform the old accountants and request any necessary documents or a procedure?  Also, some sort of authorisation from the client for me to approach the old accountants?

Kind regards

 

Michelle Lightfoot

  • Fellow
  • Practice Licence Without Supervision
  • 1 post
  • # 118366

Michelle Lightfoot said:

Hi

I have met with a new client who wishes to move all of their accounting including payroll to myself.  Does anyone have a template which I could use to inform the old accountants and request any necessary documents or a procedure?  Also, some sort of authorisation from the client for me to approach the old accountants?

Kind regards

 

Michelle Lightfoot


Hi Michelle

I can send you the one I use, please send me your email address I will forward it to you.

Regards

Ameen

  • Member PM.Dip
  • Practice Licence
  • 3 posts
  • # 118367

Dinson said:

Michelle Lightfoot said:

Hi

I have met with a new client who wishes to move all of their accounting including payroll to myself.  Does anyone have a template which I could use to inform the old accountants and request any necessary documents or a procedure?  Also, some sort of authorisation from the client for me to approach the old accountants?

Kind regards

 

Michelle Lightfoot


Hi Michelle

I can send you the one I use, please send me your email address I will forward it to you.

Regards

Ameen


 Hi Ameen

 

My email is info@mdlightfoot.co.uk

Thank you

Michelle

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