Share this content
12

Would you supply a character ref for a client?

Didn't find your answer?

Hi

One of my ex-client has approached me to supply a professional reference. However, I have received a character reference on an Accountant's Reference Form from his prospective employer.

Question asked specifically - Would you please supply me with a character reference to the best of your knowledge as to the honesty,integrity and reputation of the applicant?

Can we provide such references in the professional capacity?

Thanks.

Replies (12)

Please login or register to join the discussion.

By ireallyshouldknowthisbut
14th Aug 2017 16:58

I would "dead bat" it as much as possible. State that you are their accountant, for the time period you have acted for them. You can state whilst the work you do for them has not specifically been to test integrity or honesty, if had you come across evidence of dishonesty or fraud you would need to resign, and that no such situation has arisen.

Which is presumably all true. If they are dodgy and would sell their own grandmother out, then simply state the dates you acted.

Thanks (3)
Stepurhan
By stepurhan
14th Aug 2017 17:09

Write a letter, don't fill out a form.

Then, as ireallyshouldknowthisbut has already said, be as noncommittal as possible. At most, say you are not aware of anything that would make you doubt their honesty, etc. In the normal limited contact of client/accountant, you aren't in a position to judge properly anyway.

Thanks (3)
Replying to stepurhan:
Logo
By ArsalanShah
15th Aug 2017 11:33

stepurhan wrote:

In the normal limited contact of client/accountant, you aren't in a position to judge properly anyway.

True

Thanks (1)
RLI
By lionofludesch
14th Aug 2017 17:20

I'd have to know him well.

I have clients where I would and clients where I wouldn't.

Thanks (1)
avatar
By andy.partridge
14th Aug 2017 17:28

It depends on the individual, but the longer you have known them the more weight you can attach to your opinion.

Thanks (1)
avatar
By Chris Mann
15th Aug 2017 11:44

"One of my ex-client has approached me to supply a professional reference"

As an ex client, much depends on why they left you in the first place? Are you obliged, for any reason, to provide the reference? Wouldn't it be more appropriate for the new adviser to deal with the request?

As Lion says, I act for many client's where providing a reference would be a pleasure.

Thanks (1)
Replying to Chris Mann:
Logo
By ArsalanShah
22nd Aug 2017 13:11

Apparently, he has not signed up with another accountant. The reason being that he has decided to do his accounts + tax return using ''ONLINE TOOLS'' (as he wrote in his email).

Thanks (0)
Replying to ArsalanShah:
Morph
By kevinringer
22nd Aug 2017 13:28

I would not supply a reference to someone who has left to do their own accounts.
Generally, I would ask myself whether knowing someone professionally is sufficient to supply a "personal" reference.

Thanks (0)
Replying to ArsalanShah:
avatar
By Chris Mann
22nd Aug 2017 14:10

As always, the devils in the detail and, now that you've provided this additional information, I'd be declining the request.
The day he left you, to "plough his own furrow", so to speak, was when he didn't need you, any longer?
Should have thought of all the consequences, shouldn't he?

Thanks (0)
Replying to ArsalanShah:
avatar
By andy.partridge
22nd Aug 2017 14:28

In your reference you can put, 'a little inclined to make hasty decisions in pursuit of economy'.

Thanks (0)
Replying to andy.partridge:
Hallerud at Easter
By DJKL
22nd Aug 2017 15:17

Insert "false" before "economy"

Thanks (0)
Replying to DJKL:
avatar
By andy.partridge
22nd Aug 2017 15:33

That might require a reference on the OP.

Thanks (0)
Share this content