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Old Accountant

T.C.T.C. Experienced MentorRegistered, Tutor Posts: 1,448
I have taken on a new client and requested information from the old accountant. They are a very large firm in my area, but are not very forthcoming with information. Any advice on how to get them to provide it???

Comments

  • MonsoonMonsoon Font Of All Knowledge FMAAT, AAT Licensed Accountant Posts: 4,071
    What is their professional body? Find out and quote their rulebook?!
  • NewbieNewbie Well-Known Registered Posts: 229
    If I dont get a reply to the letter I go on to their website and email a reminder, usually works.
  • mc25mc25 Well-Known Registered Posts: 232
    send them another reminder letter or find out from client who they used to deal with in person and try and contact that accountant.
  • Anne BoleynAnne Boleyn Well-Known Registered Posts: 196
    Previous Accountant

    Hi

    How long have you been waiting for a reply? I usually wait a month and then send a second letter, this is not a priority for them as they are losing a client.
  • MonsoonMonsoon Font Of All Knowledge FMAAT, AAT Licensed Accountant Posts: 4,071
    I recently sent a chaser letter after 2 weeks, but this is only because that firm are usually really quick (like days) in sending the info. Not that I get a few clients from them or anything!!
  • T.C.T.C. Experienced Mentor Registered, Tutor Posts: 1,448
    I have spoken to my client and asked him to chase. He said that actually contacted him and asked him to stay with them! Cheek!
  • MonsoonMonsoon Font Of All Knowledge FMAAT, AAT Licensed Accountant Posts: 4,071
    T.C. wrote: »
    I have spoken to my client and asked him to chase. He said that actually contacted him and asked him to stay with them! Cheek!

    Sometimes that happens. Yes, it's a bit cheeky! You've just reminded me, and I've just sent a "client care" email so they don't think I'm ignoring them (I've still not heard back from mine, either).
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