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 Students

Q: How do you terminate an accountant letter?

Dear Client Name , Over the last time you&#039;ve been working together, i.e., 2 years , we have worked diligently to provide you with quality service and value your loyalty to our firm. However, we are writing to inform you that we will no longer be able to provide you with bookkeeping services as of termination date .

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

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.

Writing out your termination letter A clearly stated intention to move to another account/accounting firm. The dates on which this transition will take place. The information that your current account will need to provide for your new one. Your expectations for any current tasks to be completed.

Dear [Client Name], Over the last [time you've been working together, i.e., 2 years], we have worked diligently to provide you with quality service and value your loyalty to our firm. However, we are writing to inform you that we will no longer be able to provide you with bookkeeping services as of [termination date].

Send a certified or registered letter (so you have a record of receipt) that states your intent to terminate the relationship effective immediately upon receipt of the letter and ordering your accountant to stop working on any matters in process. You don't need to give an explanation; it's not necessary.

It is with regret that I must inform you that I will be severing our therapy arrangements effective immediately. This was a decision made after much consideration and due to your own inability to maintain your appointment schedule.