A clien is leaving partway through the current year with previous accounts part-prepared. She wants her new accountant to complete them
Would you ask for payment of the final invoice before handover?
Replies (5)
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Yes of course. That is, before handing over any information, not before providing professional clearance.
it depends - eg our clients are on monthly payments so if we handover there is nothing to invoice.
what does the LOE say?
It depends - when you say 'part-prepared' what have you actually done? Does the client want the work you've done so far - if the answer is yes, then they have to pay for it. If they do not want what you've done, then unless you have agreement from them to pay for this work, then it's a write off. Let them go and move on to more productive clients.