Professional Clearance

If you have a previous accountant, we are required to contact your previous accountant as part of the hand over procedures to allow us to obtain your previous files and working papers.

You will need to provide us with your previous accountant’s details. We will send you a form to complete on our practice management system. It’s very easy…

Your previous accountant will need your approval before they are able to talk to us. With this in mind we’ve provided some sample wording for you to email them with, if you find this useful. If you have not already done so, please could you contact them to inform them that they have your permission to correspond with us and let us know when you have done this.

Change of Accountant Authorisation Letter

Client Address

 

Previous Accountant

Address

 

Dear Sirs

 

Company Name or Business

 

This letter gives you the authority to release information on the accounts for [company name] to Gareth Atkinson of The Accounting Studio (Consulting) Limited.

 

Thank you for your assistance in this matter.

 

Yours faithfully

 

 

 

[client name]