A client’s confirmation that the records it gave you were complete, that it made the coding and estimate decisions, and how management accounts may be used and shared.
Accountancy practice – client documents
Letter of Representation – Bookkeeping and Management Accounts
About this document
A letter from a bookkeeping client to your firm confirming that the documents and information supplied were complete, that it made or approved the coding, reconciliation and estimate decisions, and how the management accounts you prepared may be used – especially when they go to a bank, investor or funder. Includes firm guidance, a tailoring table and a checklist.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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