Professional Clearance Letter Pack
While professional clearance between bookkeepers is a professional courtesy rather than an obligation, this is a professional standard that ICNZB Certified Bookkeepers should strive to achieve.
An incoming bookkeeper may contact an outgoing bookkeeper for professional clearance, typically asking whether there are any issues that they should be aware of when considering taking on an engagement. The cost of getting these types of templates professionally drafted for your bookkeeping business could easily be upwards of $500 and, as a new business, that amount of money might not be at their disposal.
To assist bookkeepers to follow this professional standard, ICNZB have developed a professional clearance pack for members and non-members to help inform and guide the process.
The pack includes 5 different templates:
* A request for professional clearance template
* A follow up request
* An authority to transfer records/subscriptions
* A response to professional clearance (x2 versions)
All the documents in the pack include explanatory notes to guide you through the process of issuing and responding to a request for professional clearance.
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