Cpa Client Termination Letter Example For Client

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Multi-State
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US-02493BG
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Description

When it becomes necessary for an accounting firm to terminate a client relationship, it is important to memorialize this action in a confirming letter to the client. A letter provides written evidence of when the resignation occurred and instructions to the client regarding needed follow-up on tax, accounting, and other matters about which the firm previously advised the client. The letter should be factual. It should document when services ended, any outstanding issues regarding work in process, fees owed to the CPA firm, client records, and items requiring follow-up or completion by the client. In most situations the termination should become effective as of the date of the letter.

How to fill out Resignation Letter From Accounting Firm To Client As Auditors For Client?

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FAQ

When drafting the client termination letter, keep the following in mind: It's not necessary, or suggested, to include a reason for the termination. The letter should simply and directly inform the client that you will no longer provide services to them.

Dear [Client], We regret to inform you that we will no longer be needing your services effective by [Date]. We've decided to terminate our partnership with [Name of client/company] due to [reasons]. Our time together has been valuable, but now it's best we grow independently.

Dear [Client], We regret to inform you that we will no longer be able to provide [accounting / bookkeeping] services to your business. We value the time we have spent working with you and appreciate the opportunity to serve your needs.

State the big idea: You will no longer require the other party's services as of a certain termination date. Or, alternatively, if you're the one cancelling a contract, that you'll no longer provide services as of a certain date. Spell out the reasons you're terminating the contract?keep this brief and to the point.

Start by sending the client a letter or email explaining your decision. Thank them for their business but explain that you think it's time to part ways. Be respectful and avoid any personal attacks. If the client tries to argue with you, stay calm and firm.

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Cpa Client Termination Letter Example For Client