Free Accountant Handover Letter Template
ACCOUNTANT HANDOVER LETTER
October 16, 2055
Porter Hoppe
Senior Accountant
BeansBee
Nashville, TN 37201
porter@you.mail
Dear Mr. Hoppe,
As I prepare to leave my role at [Your Company Name], I am writing to hand over my accounting responsibilities to you. Below are the key details for a smooth transition.
|
Area |
Details |
|---|---|
|
Financial Statements |
Latest statements are attached (balance sheets, income statements) for the period ending September 30, 2055. |
|
Audit Schedule |
A year-end audit is scheduled for November 15, 2055. Please ensure the documents are ready. |
|
Pending Invoices |
Outstanding invoices and payments are listed in the attached report. Key vendors: Carmel Ryan ( 555 234-5678) and Philip Mitchell (555) 345-6789). |
|
Budgeting |
A Draft budget for the fiscal year 2056 is attached. Review and adjust by October 30, 2055. |
|
Tax Deadlines |
Compliance documents are attached. The ext tax submission is due by December 31, 2055. Quarterly payment is due on January 15, 2056. |
|
Software Access |
Login credentials for QuickBooks and Excel are included. Ensure permissions are updated. |
Feel free to contact me at [Your Company Email] or [Your Company Number] if you need any assistance. I trust this handover will ensure a smooth transition.
Best Regards,
[Your Name]
Lead Accountant
