Indiana Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records

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US-02494BG
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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.

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FAQ

Dear Valued Client, As per our last conversation on date, I will no longer be handling your account from date, as I am leaving ABCompany for the new opportunity of a company/ more family time while doing part-time work/ a related industry. I wish to thank you for your support over the past X years.

A goodbye email template for clientsI'm just letting you know that I'm leaving my current position here to move into a new role. My last day here will be date. It's been wonderful working with you and on your account. I want to wish you all the best and I know your company is on a great trajectory.

If you do reach out to your clients directly, keep the following tips in mind:Be professional, positive, and gracious. Thank your former employer and current clients for the role they have played in your success.Include the necessary information.Offer your contact information.

Ending a professional relationship should be done as gracefully as possible. Putting your words into writing can be a good way to modulate your tone and give you time to gather your thoughts and present them calmly.

Dear Client's name, I'm writing to inform you that I have resigned from my position at Name of your company. I will be available until the end of the day on date you plan to leave or turn over the account, and after that, Name of your replacement will be taking over your account.

First, address them formally and give a brief explanation of your intentions. You do not need to go into great detail of why you are leaving; if you do not wish to disclose sensitive details it is sufficient to state that you are resigning for personal or health reasons.

Client Termination LettersIt's not necessary, or suggested, to include a reason for the termination.Tell the client what they need to do to move forward without you and what could happen if they don't.Termination means it's the end.Send the letter via a traceable delivery method.More items...

Don't reach out to customers to tell them you're leaving until that communication has been approved by your boss. After all, they are the company's customers rather than your personal contacts. You can certainly reach out to any client you want to after you've left the company.

The letter should include:Why you are terminating the business relationship (keep it impersonal)Termination date (make sure this is a good amount of time away)Emergency contact details.Recommendation, handover or referral to another company that will service their needs.Thanks for their custom.

When drafting the client termination letter, keep the following in mind:It's not necessary, or suggested, to include a reason for the termination.Tell the client what they need to do to move forward without you and what could happen if they don't.Termination means it's the end.More items...

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Indiana Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records