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.
Los Angeles, California Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records Dear [Client's Name], I hope this letter finds you well. We, at [Accounting Firm's Name], have valued the opportunity to serve as your trusted accounting partner over the years. However, due to recent circumstances, we find it necessary to resign from our role as your accounting firm effective [resignation date]. First and foremost, I would like to bring your attention to the outstanding amount owed to [Accounting Firm's Name]. As per our records, there is an outstanding balance of [dollar amount] that is yet to be settled. We kindly request your prompt attention to this matter and ask that the outstanding payment be remitted to [Accounting Firm's Name] within [specified time frame]. Additionally, we understand the importance of addressing any ongoing work that we have been handling on your behalf. As mentioned during our discussions, there are several projects currently in progress. We assure you that utmost professionalism will be maintained during the transfer process to ensure a seamless transition. In the interest of continuity, we offer our assistance in coordinating with the new accounting firm, should you wish to engage one. Moreover, it is vital to ensure the smooth return of your records held by [Accounting Firm's Name]. We understand the significance of maintaining accurate financial documentation, and thus, we will make every effort to promptly return all relevant documents, files, and records within [specified time frame]. Please let us know how best to arrange the logistics for the retrieval of these items. While the decision to resign has not been taken lightly, we believe it is in the best interest of both parties. We remain committed to assisting you through this transition and will be available for any necessary dialogues or discussions to facilitate a successful handover. Moreover, we assure you that all client information and documents will be handled with utmost confidentiality and in accordance with professional standards. In conclusion, we would like to express our gratitude for the opportunity to have served as your accounting firm and the trust you have placed in us. We genuinely hope that this transition will be a smooth one for all involved. Should you have any further inquiries or require any additional information, please do not hesitate to contact me directly at [phone number] or [email address]. Thank you for your understanding and cooperation in this matter. Sincerely, [Your Name] [Title] [Accounting Firm's Name] Alternative Type: Los Angeles, California Resignation Letter from Accounting Firm to Client, Requesting Full Payment and Return of Client's RecordsLos Angeles, California Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records Dear [Client's Name], I hope this letter finds you well. We, at [Accounting Firm's Name], have valued the opportunity to serve as your trusted accounting partner over the years. However, due to recent circumstances, we find it necessary to resign from our role as your accounting firm effective [resignation date]. First and foremost, I would like to bring your attention to the outstanding amount owed to [Accounting Firm's Name]. As per our records, there is an outstanding balance of [dollar amount] that is yet to be settled. We kindly request your prompt attention to this matter and ask that the outstanding payment be remitted to [Accounting Firm's Name] within [specified time frame]. Additionally, we understand the importance of addressing any ongoing work that we have been handling on your behalf. As mentioned during our discussions, there are several projects currently in progress. We assure you that utmost professionalism will be maintained during the transfer process to ensure a seamless transition. In the interest of continuity, we offer our assistance in coordinating with the new accounting firm, should you wish to engage one. Moreover, it is vital to ensure the smooth return of your records held by [Accounting Firm's Name]. We understand the significance of maintaining accurate financial documentation, and thus, we will make every effort to promptly return all relevant documents, files, and records within [specified time frame]. Please let us know how best to arrange the logistics for the retrieval of these items. While the decision to resign has not been taken lightly, we believe it is in the best interest of both parties. We remain committed to assisting you through this transition and will be available for any necessary dialogues or discussions to facilitate a successful handover. Moreover, we assure you that all client information and documents will be handled with utmost confidentiality and in accordance with professional standards. In conclusion, we would like to express our gratitude for the opportunity to have served as your accounting firm and the trust you have placed in us. We genuinely hope that this transition will be a smooth one for all involved. Should you have any further inquiries or require any additional information, please do not hesitate to contact me directly at [phone number] or [email address]. Thank you for your understanding and cooperation in this matter. Sincerely, [Your Name] [Title] [Accounting Firm's Name] Alternative Type: Los Angeles, California Resignation Letter from Accounting Firm to Client, Requesting Full Payment and Return of Client's Records
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.
