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.
Montgomery, Maryland 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 in good health and high spirits. It is with a mix of emotions that I write to inform you of my resignation from [Accounting Firm Name] effective [Resignation Date]. I have thoroughly enjoyed working with you over the past [duration] and have always strived to maintain a strong professional relationship. However, due to personal circumstances, I regretfully must step down from my position at [Accounting Firm Name]. It has been a privilege assisting you with your accounting needs, but I am unable to continue offering my services at this time. I assure you that this decision was not made lightly and that I have considered all possibilities to avoid any disruption to your financial affairs. Before my departure, I want to address a few important matters concerning our business partnership. Firstly, there is an outstanding amount owed to [Accounting Firm Name] in relation to the professional services rendered. The current balance stands at [Amount]. I kindly request that you settle this outstanding amount within [timeframe] to ensure a smooth transition. Additionally, I want to inform you about the ongoing work in progress. Our dedicated team has been working diligently to complete [specific projects or tasks] on your behalf. Rest assured that we will make every effort to finalize any pending accounts or projects before my departure. However, if any future assistance is needed, I strongly recommend considering a new accounting firm to avoid any delays or inconveniences. Lastly, it is essential that we discuss the return of your records. As professionals, we understand the importance of confidentiality and maintaining proper documentation. I assure you that all your financial records, statements, and any other relevant documents will be safely returned to you. We kindly request your cooperation in arranging a suitable time for the handover to ensure a smooth transfer of files. In closing, I would like to express my sincerest gratitude for the trust and confidence you have placed in [Accounting Firm Name]. It has been a pleasure serving you throughout our partnership. I am confident that the team at [Accounting Firm Name] will continue to provide excellent accounting services to meet your needs seamlessly. Should you require any further clarification or wish to discuss any specific concerns, please do not hesitate to contact me directly at [Your Contact Information]. Once again, I sincerely apologize for any inconvenience caused by my resignation, and I genuinely hope for a swift resolution to all pending matters. I wish you and your business continued success. Thank you for your understanding. Yours sincerely, [Your Name] [Your Title/Position] [Accounting Firm Name]Montgomery, Maryland 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 in good health and high spirits. It is with a mix of emotions that I write to inform you of my resignation from [Accounting Firm Name] effective [Resignation Date]. I have thoroughly enjoyed working with you over the past [duration] and have always strived to maintain a strong professional relationship. However, due to personal circumstances, I regretfully must step down from my position at [Accounting Firm Name]. It has been a privilege assisting you with your accounting needs, but I am unable to continue offering my services at this time. I assure you that this decision was not made lightly and that I have considered all possibilities to avoid any disruption to your financial affairs. Before my departure, I want to address a few important matters concerning our business partnership. Firstly, there is an outstanding amount owed to [Accounting Firm Name] in relation to the professional services rendered. The current balance stands at [Amount]. I kindly request that you settle this outstanding amount within [timeframe] to ensure a smooth transition. Additionally, I want to inform you about the ongoing work in progress. Our dedicated team has been working diligently to complete [specific projects or tasks] on your behalf. Rest assured that we will make every effort to finalize any pending accounts or projects before my departure. However, if any future assistance is needed, I strongly recommend considering a new accounting firm to avoid any delays or inconveniences. Lastly, it is essential that we discuss the return of your records. As professionals, we understand the importance of confidentiality and maintaining proper documentation. I assure you that all your financial records, statements, and any other relevant documents will be safely returned to you. We kindly request your cooperation in arranging a suitable time for the handover to ensure a smooth transfer of files. In closing, I would like to express my sincerest gratitude for the trust and confidence you have placed in [Accounting Firm Name]. It has been a pleasure serving you throughout our partnership. I am confident that the team at [Accounting Firm Name] will continue to provide excellent accounting services to meet your needs seamlessly. Should you require any further clarification or wish to discuss any specific concerns, please do not hesitate to contact me directly at [Your Contact Information]. Once again, I sincerely apologize for any inconvenience caused by my resignation, and I genuinely hope for a swift resolution to all pending matters. I wish you and your business continued success. Thank you for your understanding. Yours sincerely, [Your Name] [Your Title/Position] [Accounting Firm Name]
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.
