Accountant Handover Letter

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

Letter Templates @ Template.net