Can someone clarify what exactly it is you need to give the incoming accountant? I got rid of a pain in the **** client who was late paying, late for meetings , rude, arrogant, asked my advice then did the complete opposite and had 10 men down the pub who knew better (and this was on a good day) So I duly disengaged him, handed back all the paperwork and printed off a TB for him , and the client has copies of all the vat returns. Now the incoming accountant is asking for a copy/backup of my software ?? So would someone kindly tell me what exactly I need to handover?
If the client was paying you to input into your software I would send the new accountant a back up of the software.
Personally I wouldnt ask for this myself as would just be interested in the final account details but wouldnt have any issue handing over (for a small fee of course).
I have found out since writing the post that they use a different software to me, so a back up won't be any good anyway. But I must admit I'very never been given a back up when I've taken over, I had to make do with the TB and vat returns.
I work on the basis of don't ask, don't get. Ask, may still not get....but worth a try. Maybe that's this new Accountants motto too. If you feel inclined you could give the new bod some other reports that might help, as Mark says, for a fee!
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
