Free Successor Accountant Letter Template
Successor Accountant Letter
June 1, 2050
Donald A. Purvis
Accounting Manager
Balance Advisory Services
1922 Vesta Drive
Chicago, IL 60626
Dear Mr. Purvis,
I am writing on behalf of my client, Ms. Ruth H. Mullins, a respected individual with an excellent financial record. This letter is a formal successor accountant letter acknowledging the transition of accounting services from our firm to your organization.
Client Details:
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Name: Ruth H. Mullins
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The period under our service: 2050-2060
Ms. Mullins has demonstrated solid financial responsibility during her time with us, and we can assure you of her excellent economic history. However, due to the Confidentiality Agreement, we cannot disclose any specific financial information without the expressed consent of Ms. Mullins.
Ms. Mullins has decided to move her business to your organization, and we respect and support her decision. Should it become necessary, we are prepared and more than willing to provide the necessary documentation to ensure a smooth transition.
We have informed Ms. Mullins about the implications of switching accountants, including possible delays and misinterpretations in the first few months. We have advised her to maintain an open line of communication with your institution.
We trust you will provide Ms. Mullins with excellent service. Thank you for your attention to this matter.
Sincerely,
George S. Brown
Managing Director
Lead Accounting Services
