What do you say when terminating a client?

Unfortunately, we have had to make the difficult decision to terminate our contact effective from your chosen date . Due to the recent problems and delays with your project, it's come to our attention that we're not a good fit for each other. Your requirements are outside of the scope of what we do as a company.

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Resignation Letter from Accounting Firm to Client as Auditors for...

Cpa Client Termination Letter Example For Employee

Q: How do you terminate an accounting service with a client?

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.

Category:

Employment - Accounting

State:

Multi-State

Control #:

US-02493BG

Format:

Instant download

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.

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

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FAQ

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.

How do you write a termination letter? Gather all the necessary details before writing the letter. ... Start with the basics. ... Provide a specific termination date. ... State the reasons for the termination. ... Indicate any further steps needed on the part of the employee.

Unfortunately, we have had to make the difficult decision to terminate our contact effective from [your chosen date]. Due to the recent problems and delays with your project, it's come to our attention that we're not a good fit for each other. Your requirements are outside of the scope of what we do as a company.

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.

At a minimum, the disengagement letter should always contain the following: A clear statement that you are disengaging and the effective date of the disengagement (e.g., We must formally end our relationship with you as your accounting firm <effective immediately, or as of [date]>.);