Hi
What do you do, when records are with previous agent for current year and you need them.
How do you make arrangements for collection or Who do you use?
Appreciate any comments
Thanks
Replies (5)
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I suggest that
you arrange for your new client to provide formal written authority for you to collect the records. In advance of the collection, contact is made with the former accountant, to arrange a mutually convenient time for the collection. I would also suggest that you will need to provide, to the former accountant, verification of your identity and, be prepared to sign for the records in question.
The opening post seems to have more than an element of "fear" if you don't mind me saying? At the end of the day, you need the records, you have your own business (I assume) and, you are not looking to either become bosom buddies with the former accountant or, cause offence. Just do what you have to, in as professional manner as possible.Look on the experience as another one on the belt.
Because ...
... it says in the summary of the question on the Any Answers page "New Client does not wish to go himself".
If only AWeb could manage to display the summary when you open the question!