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Post Info TOPIC: Hello and Help Please to take over Client
lots to learn


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Hello and Help Please to take over Client
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smile Hello Everyone

I have recently found this forum and cannot believe how useful it is

I am a self employed bookkeeper trying! to work from home with 2 very young children as it seems are many others. 

I have found the answer to many of my questions here and have used it as a really good source of reference so a VERY BIG THANK YOU TO EVERYONE.

Now for a beg for helpsmile

I am currently taking on a client whose file has been lodged with an accountant.  I am unsure of the exact protocol involved in taking over this client.  I understand a professional courtesy letter is required but have had no joy in finding a sample letter.  Does anyone have a procedure in place or a letter I could Beg/Borrow?blankstare

Many thanks in anticipation



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Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Zoe


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We have a sample letter we can let you have. If you message me your email address and the work you will be doing for the client (is it just the bookkeeping?) I will send it over.

Kind regards

Zöe

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Seahorse (UK) Limited - Support for Bookkeepers and Accountants
www.seahorseuk.co.uk
01268 417631
Starting a Bookkeeping Business
lots to learn


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Many thanks Zoe, I have sent you a PM

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Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Terri


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Hello,

Just wanted to say hi and welcome, I am a self employed bookkeeper with two young children at home also (3 and nearly 11 months) so I can probably understand the challenges that you face, feel free to pm me anytime

Terri

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Terri Homyard AICB CB. Cert PM. Dip

A1 Bookkeeping & Payroll Services

www.a1-bookkeeping.co.uk
Zoe


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lots to learn wrote:

Many thanks Zoe, I have sent you a PM


I have sent one back.

Kind regards

Zöe

 



__________________

Seahorse (UK) Limited - Support for Bookkeepers and Accountants
www.seahorseuk.co.uk
01268 417631
Starting a Bookkeeping Business
lots to learn


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Posts: 330
Date:
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Hi Terri

Thank you for the offer of PM, I'm sure i will find plenty to talk to you about

Best wishes

Valerie

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Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
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