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

Cpa Client Termination Letter Example With Client

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

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]>.);

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.

A disengagement letter professionally and formally terminates the CPA-client relationship and provides CPAs with a valuable tool to reduce potential legal liability. When written effectively, the disengagement letter can leave clients feeling that you considered their business needs and acted in their best interests.

If your accountant works as an independent contractor, submit a formal letter of dismissal to your accountant stating you no longer require his services and the reasons for your decision.

Five Tips for Disengaging With a Client Notify Your Client You Wish To End the Engagement. ... Set a Specific Date for the Engagement To End. ... Offer To Assist the Client in Finding a New Provider. ... Outline Separation Steps With a Checklist. ... Send a Disengagement Agreement.