We provide an accountant's reference letter or accountant's certificate for mortgage, renting or self-employment, which often is in relation to our clients' mortgage application, confirmation of self-employed status or verification for renting a new property.
REQUESTS FOR REFERENCES ON CLIENTS FINANCIAL STATUS
Lenders (i.e. banks, building societies), insurance companies, letting agents and others may seek references from your accountant regarding your financial status. We often get asked to produce a reference letter, which confirms that we act for the client, along with the details of their income, i.e. business profits, salary and dividend income. Some lenders ask us to fill in their specific form, which certifies the client's income. They are most often used for company directors and serve to 'prove' the company accounts or other information provided.
ACCOUNTANT'S REFERENCE FOR MORTGAGE, RENTING AND SELF-EMPLOYMENT
The accountant's reference must be completed and signed by a suitably qualified accountant. We are an AIA practice and are recognised by the majority of UK banks and building societies as being eligible to sign the accounts of clients seeking finance, mortgages or other supporting documentation. See here the full list of banks and building societies.
Provided that the requests concern factual information in relation to accounting periods declared to HMRC in a tax return or in case of accounts already filed with Companies House, we are usually in a position to help. In the meantime, we reserve the right to decline to provide a reference due to insufficient information or limited knowledge of the client, including if we have only recently started acting for them.
LONDON BASED ACCOUNTANT FOR OWNER-MANAGED & FAMILY-RUN BUSINESSES
Xcountant® is highly skilled and experienced serving clients in a wide variety of industries. We are a 'reasonably priced' accounting firm helping business owners save time and money while complying with rules and regulations. We help you every step of the way as we work with you to understand your business and accommodate your specific needs. Get in touch to find out how we can assist you and provide you with ongoing support.
Any questions about the accountant's reference service? Xcountant® offers a full range of accounting services with no hidden fees and charges. Our highly personalised services are designed to improve business efficiency and profitability.
Disclaimer: The information and opinions provided on this website are for general information purposes only and are not intended to constitute professional advice. 'Xcountant® | The expert accountant' is a company registered in England & Wales.
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