{"id":28308,"date":"2013-07-13t08:26:49","date_gmt":"2013-07-13t12:26:49","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=28308"},"modified":"2015-10-07t11:10:23","modified_gmt":"2015-10-07t15:10:23","slug":"providing-work-papers-to-new-accountant","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/07\/13\/providing-work-papers-to-new-accountant\/","title":{"rendered":"providing work papers to new accountant"},"content":{"rendered":"<p class=\"wp-caption alignright\" style=\"width: 310px;\"><strong>\u00a0<\/strong><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-21122\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\" alt=\"\" width=\"300\" height=\"284\" \/><\/p>\n<p><strong>when is it required?<br \/>\n<\/strong><\/p>\n<p><strong>question:<\/strong><\/p>\n<p>a long time business client that owed me a large balance for unpaid fees sent a letter dropping me. he then wrote me a letter requesting me to send \u201chis\u201d papers to his new accountant. can i insist on being paid first or do i have to send the papers? i made some notes on a worksheet adjusting his numbers that went on the tax return. do i have to send this also and if so, do i have to write these up in proper journal entry form?<\/p>\n<p style=\"padding-left: 60px;\"><strong>more from ed mendlowitz, the practice doctor:\u00a0<\/strong> <a href=\"\/\/www.g005e.com\/2013\/06\/30\/11-business-getting-tips-for-the-young-staffer\/\">11 business-getting tips for the young staffer<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2013\/01\/24\/practice-doctor-qa-how-to-get-started-in-family-office-services\/\">how to get started in family office services<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/12\/18\/three-and-half-ways-to-get-your-own-cpa-practice\/\">three and a half ways to get your own cpa practice<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/12\/08\/novice-manager-needs-to-know-how-to-do-it-all\/\">novice manager needs to know: how to do it all?<\/a> | <a href=\"\/\/www.g005e.com\/2012\/12\/03\/why-no-one-listens-to-you\/\">why no one listens to you<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/\">when not to offer a free initial consultation<\/a> | <a href=\"\/\/www.g005e.com\/2012\/11\/10\/measuring-growth-in-yourself-staff-and-partners\/\">measuring growth in yourself, staff and partners<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/10\/30\/what-do-you-think-youre-doing\/\">what do you think you\u2019re doing?<\/a>\u00a0 | <a href=\"\/\/www.g005e.com\/2012\/10\/22\/can-you-teach-judgment\/\">can you teach judgment?<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/10\/19\/clients-calls-at-home\/\">clients\u2019 calls at home<\/a>\u00a0 | <a href=\"\/\/www.g005e.com\/2012\/10\/15\/what-you-need-to-know-before-expanding-into-business-valuation\/\">what you need to know before expanding into business valuation<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/12\/19\/seven-ways-to-increase-fees-for-2013\/\">\u00a0seven ways to increase fees\u00a0<\/a> | <a href=\"\/\/www.g005e.com\/2013\/01\/23\/10-best-practices-for-tax-season\/\">10 best practices for tax season<\/a>\u00a0 |\u00a0<a href=\"\/\/www.g005e.com\/2013\/01\/23\/nine-healthy-things-to-do-during-tax-season\/\">nine healthy things to do during tax season<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2013\/01\/14\/12-reasons-to-love-tax-season\/\">12 reasons to love tax season<\/a> <a href=\"\/\/www.g005e.com\/2013\/01\/22\/free-instant-download-sample-fee-schedule-for-1040s\/\">| free instant download: sample fee schedule for 1040s<\/a> |\u00a0\u00a0 also: <a href=\"http:\/\/baystreetgroup.com\/store\/implementing-fee-increases\/\">\u201cimplementing fee increases\u201d<\/a> and \u201c<a href=\"http:\/\/baystreetgroup.com\/store\/tsog\/\">the tax season opportunity guide<\/a>.\u201d<\/p>\n<p><strong>answer:<\/strong><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2013\/07\/13\/providing-work-papers-to-new-accountant\/#more-28308\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p class=\"wp-caption alignright\" style=\"width: 310px;\"><strong>\u00a0<\/strong><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-21122\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\" alt=\"\" width=\"300\" height=\"284\" \/><\/p>\n<p><strong>when is it required?<br \/>\n<\/strong><\/p>\n<p><strong>question:<\/strong><\/p>\n<p>a long time business client that owed me a large balance for unpaid fees sent a letter dropping me. he then wrote me a letter requesting me to send \u201chis\u201d papers to his new accountant. can i insist on being paid first or do i have to send the papers? i made some notes on a worksheet adjusting his numbers that went on the tax return. do i have to send this also and if so, do i have to write these up in proper journal entry form?<\/p>\n<p style=\"padding-left: 60px;\"><strong>more from ed mendlowitz, the practice doctor:\u00a0<\/strong> <a href=\"\/\/www.g005e.com\/2013\/06\/30\/11-business-getting-tips-for-the-young-staffer\/\">11 business-getting tips for the young staffer<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2013\/01\/24\/practice-doctor-qa-how-to-get-started-in-family-office-services\/\">how to get started in family office services<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/12\/18\/three-and-half-ways-to-get-your-own-cpa-practice\/\">three and a half ways to get your own cpa practice<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/12\/08\/novice-manager-needs-to-know-how-to-do-it-all\/\">novice manager needs to know: how to do it all?<\/a> | <a href=\"\/\/www.g005e.com\/2012\/12\/03\/why-no-one-listens-to-you\/\">why no one listens to you<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/11\/15\/when-not-to-offer-a-free-initial-consultation\/\">when not to offer a free initial consultation<\/a> | <a href=\"\/\/www.g005e.com\/2012\/11\/10\/measuring-growth-in-yourself-staff-and-partners\/\">measuring growth in yourself, staff and partners<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/10\/30\/what-do-you-think-youre-doing\/\">what do you think you\u2019re doing?<\/a>\u00a0 | <a href=\"\/\/www.g005e.com\/2012\/10\/22\/can-you-teach-judgment\/\">can you teach judgment?<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/10\/19\/clients-calls-at-home\/\">clients\u2019 calls at home<\/a>\u00a0 | <a href=\"\/\/www.g005e.com\/2012\/10\/15\/what-you-need-to-know-before-expanding-into-business-valuation\/\">what you need to know before expanding into business valuation<\/a> |\u00a0 <a href=\"\/\/www.g005e.com\/2012\/12\/19\/seven-ways-to-increase-fees-for-2013\/\">\u00a0seven ways to increase fees\u00a0<\/a> | <a href=\"\/\/www.g005e.com\/2013\/01\/23\/10-best-practices-for-tax-season\/\">10 best practices for tax season<\/a>\u00a0 |\u00a0<a href=\"\/\/www.g005e.com\/2013\/01\/23\/nine-healthy-things-to-do-during-tax-season\/\">nine healthy things to do during tax season<\/a>\u00a0 |\u00a0 <a href=\"\/\/www.g005e.com\/2013\/01\/14\/12-reasons-to-love-tax-season\/\">12 reasons to love tax season<\/a> <a href=\"\/\/www.g005e.com\/2013\/01\/22\/free-instant-download-sample-fee-schedule-for-1040s\/\">| free instant download: sample fee schedule for 1040s<\/a> |\u00a0\u00a0 also: <a href=\"http:\/\/baystreetgroup.com\/store\/implementing-fee-increases\/\">\u201cimplementing fee increases\u201d<\/a> and \u201c<a href=\"http:\/\/baystreetgroup.com\/store\/tsog\/\">the tax season opportunity guide<\/a>.\u201d<\/p>\n<p><strong>answer:<\/strong><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2013\/07\/13\/providing-work-papers-to-new-accountant\/#more-28308\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1341,"featured_media":21122,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3120],"tags":[99,700],"class_list":["post-28308","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-outlook","category-pro-member-exclusive","tag-client","tag-client-service","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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