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.
Title: Sample Mecklenburg North Carolina Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records Keywords: Mecklenburg North Carolina, Resignation Letter, Accounting Firm, Outstanding Amount Owed, Work in Progress, Return of Client's Records. Dear [Client's Name], I hope this letter finds you well. It is with mixed emotions that I write to you today to inform you of my resignation from [Accounting Firm's Name, Address] as [Your Position]. Throughout our professional collaboration, I have had the privilege of working with you and handling your financial matters with utmost dedication and commitment. However, due to personal reasons, I have decided to pursue a different career path. Firstly, I would like to address our outstanding financial matters. According to our records, there is an outstanding balance of [Outstanding Amount] owed to [Accounting Firm's Name]. Rest assured, I assure you that all due diligence has been exercised in ensuring the accuracy of this outstanding balance. We kindly request that you settle this amount within [specific period or mention the agreed-upon terms]. Additionally, I understand that there might be ongoing work in progress related to your financial accounts. To ensure a smooth transition, our team will make every effort to complete the unfinished work with minimal disruption to your financial operations. We intend to deliver all work in progress to you within [specific timeframe]. However, I strongly recommend that you appoint another accounting firm immediately to ensure the continuity and timeliness of your financial tasks. In consideration of our professional relationship, I assure you that all your financial records and documents will be properly safeguarded. Upon settlement of the outstanding amount, we will promptly return your records to you securely. Maintaining client confidentiality has always been our priority, and we assure you that your information will be handled with the utmost care and discretion. If you require any further assistance or have any questions regarding the outstanding balance, work in progress, or the return of your records, please do not hesitate to contact me or a member of our team. We are committed to ensuring a seamless transition and your satisfaction. I want to express my gratitude for allowing us to serve you over the years. It has been an absolute pleasure working with you and assisting you in managing your financial matters. Your trust in our firm is greatly appreciated, and we are confident that the new accounting firm you hire will continue to provide you with exceptional service. Once again, please accept my sincere apologies for any inconvenience caused by my resignation. I wish you and your business continued success in all your future endeavors. Thank you for your understanding. Sincerely, [Your Name] [Your Position] [Accounting Firm's Name] [Accounting Firm's Address] --- Note: The named types in the content are not applicable as the content focuses on a single resignation letter.Title: Sample Mecklenburg North Carolina Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records Keywords: Mecklenburg North Carolina, Resignation Letter, Accounting Firm, Outstanding Amount Owed, Work in Progress, Return of Client's Records. Dear [Client's Name], I hope this letter finds you well. It is with mixed emotions that I write to you today to inform you of my resignation from [Accounting Firm's Name, Address] as [Your Position]. Throughout our professional collaboration, I have had the privilege of working with you and handling your financial matters with utmost dedication and commitment. However, due to personal reasons, I have decided to pursue a different career path. Firstly, I would like to address our outstanding financial matters. According to our records, there is an outstanding balance of [Outstanding Amount] owed to [Accounting Firm's Name]. Rest assured, I assure you that all due diligence has been exercised in ensuring the accuracy of this outstanding balance. We kindly request that you settle this amount within [specific period or mention the agreed-upon terms]. Additionally, I understand that there might be ongoing work in progress related to your financial accounts. To ensure a smooth transition, our team will make every effort to complete the unfinished work with minimal disruption to your financial operations. We intend to deliver all work in progress to you within [specific timeframe]. However, I strongly recommend that you appoint another accounting firm immediately to ensure the continuity and timeliness of your financial tasks. In consideration of our professional relationship, I assure you that all your financial records and documents will be properly safeguarded. Upon settlement of the outstanding amount, we will promptly return your records to you securely. Maintaining client confidentiality has always been our priority, and we assure you that your information will be handled with the utmost care and discretion. If you require any further assistance or have any questions regarding the outstanding balance, work in progress, or the return of your records, please do not hesitate to contact me or a member of our team. We are committed to ensuring a seamless transition and your satisfaction. I want to express my gratitude for allowing us to serve you over the years. It has been an absolute pleasure working with you and assisting you in managing your financial matters. Your trust in our firm is greatly appreciated, and we are confident that the new accounting firm you hire will continue to provide you with exceptional service. Once again, please accept my sincere apologies for any inconvenience caused by my resignation. I wish you and your business continued success in all your future endeavors. Thank you for your understanding. Sincerely, [Your Name] [Your Position] [Accounting Firm's Name] [Accounting Firm's Address] --- Note: The named types in the content are not applicable as the content focuses on a single resignation letter.
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.
