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Click ‘Get Form’ to open the Example Accountants Reference Form in the editor.
Begin by entering the client name and business name at the top of the form. Ensure accuracy as this information is crucial for identification.
Fill in the date when the business was established, along with the nature of the business. This provides context for your reference.
Indicate how long you have acted for the client and their position held within the company. This establishes your relationship with them.
Complete either the Sole Trader/Partnership or Limited Company section based on your client's structure. Input financial figures accurately for each year ending.
If applicable, answer questions regarding net profits and provide projections if there has been a decrease in profits.
Finally, ensure that you sign and date the form, adding your qualifications and practice stamp if available. If not, include a covering letter on your company’s letterhead.

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