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Post Info TOPIC: Professional Clearance
Sammy76


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Professional Clearance
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I have just taken on a new client. Their previous bookkeeper has stopped doing their books as they have moved to a full time job in a large organisation. The accountants they were outsourced from don't have the time or inclination to carry on the work now they have lost this person, so I have been approached. I need to send a letter to the previous company (I have been forwarded an email from them to the client asking me to get in touch so its all above board) so that I can get the information needed to continue their payroll, but need a little help as I've never had to do a professional clearance letter and, while I can find sample letters for the entire accounts, I only need to do one requesting the payroll information. 

I was wondering if someone had a link to a sample letter or could between us all, help me word an email to the company??? 

Many thanks, in advance, as always. 



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MarkS


Expert

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Posts: 1501
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HI Sammy

You should do something like this

"

Dear Sirs

We have been approached by the above to act as bookkeeper/payroll provider.  Before commencing to act, would you please confirm there are no professional reasons why we should not accept these instructions.  If there are no such reasons, we should be grateful if you would let us have details/copies of the following:

 

1.  Then start listing what you need.

 

"

 

Regards

 

Mark



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Mark Stewart CA

http://stewartaccounting.co.uk/

Providing accounting, bookkeeping, payroll and tax services to small and medium sized businesses across Central Scotland and beyond.
Sammy76


Senior Member

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Posts: 450
Date:
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Thanks Mark, I'd already sent an email earlier today before I saw the reply. It was pretty much along these lines though I didn't ask for a list of things as I think they only have payroll information. I think the bookkeeping was done on site on their own Quickbooks programme so all information is in their office.

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