I'm MAAT. But I have handed over all the usual requests for a new accountant such as accounts, TB, Notes, FA register and CT600. The reason we lost the account is due to the nature of the business, I'm not qualified to sign off their accounts because they are lettings and estate agents. Even though the person taking over has no qualifications he works at a practice run by Chartered partners that can sign it off. The accounts are fine, were agreed and they have no need to be re-done and in fact was told that they would pay the invoice as soon as the accounts were submitted. I was only their accountant for one year due to us merging with a retiring accountant, which is why it's not the easy. The new accountant is struggling with things like reconciliations and financial agreements, absolute basics I would say. He doesn't understand why the figure in the accounts is not exactly the same as the bank statements and doesn't seem to understand that there are outstanding payments. It's ridiculous. Plus the book-keeping was done on site so he could see everything had they not deleted it. I'm a little annoyed to say the least!!
My answers
The Association of Authorised Public Accountants
Yes the ARLA report requires ICAEW, ACCA or AAPA
I'm MAAT. But I have handed over all the usual requests for a new accountant such as accounts, TB, Notes, FA register and CT600. The reason we lost the account is due to the nature of the business, I'm not qualified to sign off their accounts because they are lettings and estate agents. Even though the person taking over has no qualifications he works at a practice run by Chartered partners that can sign it off. The accounts are fine, were agreed and they have no need to be re-done and in fact was told that they would pay the invoice as soon as the accounts were submitted. I was only their accountant for one year due to us merging with a retiring accountant, which is why it's not the easy. The new accountant is struggling with things like reconciliations and financial agreements, absolute basics I would say. He doesn't understand why the figure in the accounts is not exactly the same as the bank statements and doesn't seem to understand that there are outstanding payments. It's ridiculous. Plus the book-keeping was done on site so he could see everything had they not deleted it. I'm a little annoyed to say the least!!