Do you need to refer your client to another accountant? Then sending them a letter can help smooth out the transition. Our Free Accountant Reference Letter for Client Template can help you craft a letter without any hassle. It has written content already prepared, allowing you to work on it in a short amount of time.
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ACCOUNT REFERENCE LETTER FOR CLIENT
[DATE]
Dear [RECIPIENT NAME],
I am pleased to refer and recommend [NAME] to attend to your company needs. [HE/SHE] started here at [YOUR COMPANY NAME] back in [DATE 1] and has done an outstanding job for our clients.
Among [HIS/HER] specialties include [DETAIL]. [HE/SHE] is very detail-oriented and works well despite stressful situations. [HE/SHE] not only prepares financial reports and statements for our clients, but also handles tax returns, coordinates audits, and even advises our clients regarding budgeting issues.
I am sure you will find [HIS/HER] knowledge and expertise to your standard. [NAME] is self-motivated and enthusiastic in work, which is why [HE/SHE] comes highly recommended not only from peers, but from other clients as well.
If you have any other questions or clarifications, please feel free to call or email me at [YOUR PHONE NUMBER] or [YOUR EMAIL ID].
Regards,
[YOUR SIGNATURE]
[YOUR NAME]