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: Phoenix Arizona Resignation Letter from Accounting Firm to Client, addressing Outstanding Amount Owed, Work in Progress, and Return of Client's Records Introduction: In Phoenix, Arizona, the essence of maintaining professionalism and clear communication within the realm of accounting services is paramount. This comprehensive resignation letter from an accounting firm to a client, skillfully references outstanding amounts owed, work in progress, and the prompt return of the client's records. Let's explore the various types of resignation letters available in such scenarios: 1. Standard Resignation Letter: Subject: Resignation Letter — Outstanding Balance, Work in Progress, and Record Return Dear [Client's Name], I hope this letter finds you well. It is with sincere regret that I write to inform you of my resignation as your dedicated accounting firm, effective [resignation date, usually 30 days in advance]. This decision has not been made lightly, but after extensive consideration, I firmly believe it is in the best interest of all parties involved. Outstanding Amount Owed: First and foremost, I must address the matter of the outstanding balance. As per our records, an amount of [mention exact outstanding balance] remains unpaid. Kindly note that we have consistently reached out to discuss this matter, both verbally and in writing, in an effort to resolve it amicably. We request that you settle the aforementioned balance in full within [mention a reasonable timeframe]. Work in Progress: Furthermore, we are currently working on various projects on your behalf. Please be assured that we will be providing an updated status report within [mention appropriate timeframe] to ensure a smooth transition to a new accounting firm with minimal disruption to your financial operations. We suggest scheduling a meeting to discuss the specifics of the ongoing projects and how they can be successfully transferred to another accounting service provider. Return of Client's Records: Lastly, we kindly request the immediate and complete return of all our firm's records, including bank statements, ledgers, invoices, and other pertinent financial documentation. These materials are vital for the continuity of your business and must be securely handed over to your new accounting firm without delay. We are available to assist and coordinate this process to guarantee a seamless transition. Conclusion: In conclusion, we deeply regret any inconvenience caused by this decision and express our gratitude for the opportunity to have served your accounting needs. We have always strived to provide the highest level of professionalism, expertise, and commitment. We trust that you will promptly address the outstanding balance and facilitate the return of our records, ensuring a fruitful continuation of your business operations. Should you have any questions or require further assistance during this transition, please do not hesitate to contact me directly at [Your Contact Information]. We wish you all the success in your future endeavors and appreciate your cooperation in resolving these matters promptly. Yours sincerely, [Your Name] [Accounting Firm Name] [Accounting Firm Contact Information] Note: Different variations of the above letter can be formulated, depending on specific circumstances such as time constraints, urgency, or potential disagreements around outstanding balances. It is essential to adapt the initial template to match the delicate business dynamics.Title: Phoenix Arizona Resignation Letter from Accounting Firm to Client, addressing Outstanding Amount Owed, Work in Progress, and Return of Client's Records Introduction: In Phoenix, Arizona, the essence of maintaining professionalism and clear communication within the realm of accounting services is paramount. This comprehensive resignation letter from an accounting firm to a client, skillfully references outstanding amounts owed, work in progress, and the prompt return of the client's records. Let's explore the various types of resignation letters available in such scenarios: 1. Standard Resignation Letter: Subject: Resignation Letter — Outstanding Balance, Work in Progress, and Record Return Dear [Client's Name], I hope this letter finds you well. It is with sincere regret that I write to inform you of my resignation as your dedicated accounting firm, effective [resignation date, usually 30 days in advance]. This decision has not been made lightly, but after extensive consideration, I firmly believe it is in the best interest of all parties involved. Outstanding Amount Owed: First and foremost, I must address the matter of the outstanding balance. As per our records, an amount of [mention exact outstanding balance] remains unpaid. Kindly note that we have consistently reached out to discuss this matter, both verbally and in writing, in an effort to resolve it amicably. We request that you settle the aforementioned balance in full within [mention a reasonable timeframe]. Work in Progress: Furthermore, we are currently working on various projects on your behalf. Please be assured that we will be providing an updated status report within [mention appropriate timeframe] to ensure a smooth transition to a new accounting firm with minimal disruption to your financial operations. We suggest scheduling a meeting to discuss the specifics of the ongoing projects and how they can be successfully transferred to another accounting service provider. Return of Client's Records: Lastly, we kindly request the immediate and complete return of all our firm's records, including bank statements, ledgers, invoices, and other pertinent financial documentation. These materials are vital for the continuity of your business and must be securely handed over to your new accounting firm without delay. We are available to assist and coordinate this process to guarantee a seamless transition. Conclusion: In conclusion, we deeply regret any inconvenience caused by this decision and express our gratitude for the opportunity to have served your accounting needs. We have always strived to provide the highest level of professionalism, expertise, and commitment. We trust that you will promptly address the outstanding balance and facilitate the return of our records, ensuring a fruitful continuation of your business operations. Should you have any questions or require further assistance during this transition, please do not hesitate to contact me directly at [Your Contact Information]. We wish you all the success in your future endeavors and appreciate your cooperation in resolving these matters promptly. Yours sincerely, [Your Name] [Accounting Firm Name] [Accounting Firm Contact Information] Note: Different variations of the above letter can be formulated, depending on specific circumstances such as time constraints, urgency, or potential disagreements around outstanding balances. It is essential to adapt the initial template to match the delicate business dynamics.
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.
