Taking over accoutancy

[mm2005]

Hi

I posted this message in the 'introductions' forum but think it might be better here.


I have been asked to take over the accounts for a small one-man business. I haven't done this before - only new businesses or working with existing accountant. Can any one help me with the text needed to write to the current accountant? I don't want to get off on the wrong foot, and I think there may be a 'standard' form for doing this.

I believe the accountant knows the client is moving and that all is amicable.

 

[BMS]

Hi Maggie

Nice to see another outsourced accountancy company at last.

I'm not sure that there is a standard form for this, at least I've never used one, the main thing is to be professional.

Accountants are not monsters (not all anyway) and if the business arrangement has broken down amicably then there should be no animosity on their part.

Be aware that you are writing on behalf of your client and that it is at their request, you should not give reasons for the move to your company as this is for your client to explain.

Nice to talk to you and keep in touch.

 

[Rob Holmes]

Maybe just decide how it's best done for you and then ask them to do it that way?

Rob

 

[mm2005]

Thanks for your comments - I have the standard now thanks to Alan at Alpha.