New Client

Sharon237 Registered Posts: 1 New contributor 🐸
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 Boleyn
    Anne Boleyn Registered Posts: 196 Dedicated contributor 🦉
    New Client

    If you send me an email I'll send you a copy of the letter I use.
  • Emthi
    Emthi Registered Posts: 53 Regular contributor ⭐
    hi Anne

    I'm also on the same position as Sharon is.
  • KateM
    KateM Registered Posts: 6 New contributor 🐸
    New Client

    I have to request info too and a copy of your letter would be a real help!
  • claudialowe
    claudialowe Registered Posts: 275 Dedicated contributor 🦉
    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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