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New Client

Sharon237Sharon237 Just JoinedRegistered Posts: 1
I'm a fairly new practicing member, just joined the foum. I've taken on a new client (bit of a pain) and I have to write to her old accountant for previous years' accounting info. All my existing clients are new business and I've not had to request info before. Any guidence of how I should word my letter


  • Anne BoleynAnne Boleyn Well-Known Registered Posts: 196
    New Client

    If you send me an email I'll send you a copy of the letter I use.
  • EmthiEmthi Feels At Home Registered Posts: 53
    hi Anne

    I'm also on the same position as Sharon is.
  • KateMKateM New Member Registered Posts: 6
    New Client

    I have to request info too and a copy of your letter would be a real help!
  • claudialoweclaudialowe Trusted Regular Registered Posts: 275
    Can I suggest that each of you pm's the previous person for a copy of the letter - otherwise poor old Anne Boleyn (apart from having her head chopped off) is going to regret her generous offer.


    PS - I also have a letter if it is still needed.
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