How to Complain About an Accountant

Even though accountants are respected in the world of professions, there are some people who are unfortunate as they come across with a charlatan.

And if by chance that they will be unfortunate in such case, there are some ways that they can use in forwarding complaints with regards to their accountant.

In a corporate setting, the services that are offered by a chartered accountant can never be done away. They are the ones who can help you in coming up with the best decisions when it comes to financial matters. More so, they are big contributors when it comes to decisions that will assure that your business is on the right track. But despite the expertise derived from rigorous trainings as well as examinations, chartered accountants can also make mistake. And with such, there are some misunderstandings between an accountant and their clients.

Rising Conflicts Leading to Complaints

The main reason why there is the surge of complaints between an accountant and their clients is basically rooted in the lack of communication between two parties. Even though there is the possibility of the two parties talking things over, there will always be a time wherein problems are so serious that two parties will be needing mediators, like the Institute of Chartered Accountants, to make sure that complaints will be given proper attention and mediation as well as resolution will be given.

Having your Complaint/s Heard

If by chance that you have a complaint that should be heard, you must make sure that you make it heard. It is best advised that you talk first to the accountant as you both discuss the issue or problem. It will be faster also if you will address your concern to the accountancy firm’s senior partner. On the other hand, you can also have the help of the Institute that will later on give you a complaint form. Before sending back the complaint form to the Institute, make sure that you have included all necessary documentation as well as correspondence needed from you.

After the phase of you sending all the relevant pieces of information regarding your complaint, the Institute will then acknowledge the receipt of your complaint. Next, they will forward it to an assessor will review your complaint and see to it if what further actions can be taken.

In the review process of an assessor, he/she will look into the potentiality of disciplinary or liability actions to the accountant and how can it be dealt with. On the other hand, if the assessor deems that your complaint can still be settled without the use of any disciplinary action, then conciliation will be given. In such cases, the Institute of Chartered Accountants will be there along the way to make sure that you are in the right track.


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