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.
San Antonio, Texas Resignation Letter: Informing Client of Outstanding Amount Owed, Work in Progress, and Return of Client's Records [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Client's Name] [Client's Address] [City, State, Zip Code] Dear [Client's Name], RE: RESIGNATION LETTER FROM ACCOUNTING FIRM I hope this letter finds you well. As you may have been aware, our accounting firm has been providing exceptional services to your esteemed organization for [duration]. However, regrettably, it is with a heavy heart that I announce our resignation as your accounting service provider, effective [resignation date]. This decision comes after careful consideration and deliberation within our organization. We deeply appreciate the opportunity to have served your business and believe that this transition will ultimately lead to greater growth and progress for both parties. It is crucial, at this juncture, to address the outstanding matters pertaining to outstanding amounts owed to our firm, ongoing work progress, and the return of your valuable financial records. Outstanding Amount Owed: Upon a thorough review of our accounts, we have identified an outstanding balance of [amount owed] as of [resignation date]. We kindly request that you settle this amount at your earliest convenience. Please find attached an invoice outlining the details of the outstanding balance and the payment instructions. We truly value your prompt attention to this matter. Work in Progress: As part of our commitment to ensuring a seamless transition, we want to inform you about any ongoing projects or work in progress. Currently, we are actively working on [specific projects/tasks]. Rest assured that we will continue to dedicate our efforts to complete these tasks diligently and to the best of our abilities before the designated completion date. With utmost professionalism, we will ensure a smooth handover of all relevant files, documents, and records to your new accounting firm or your designated representative. We highly recommend that you provide us with the necessary contact details so that we can facilitate this process seamlessly. Return of Client's Records: As an esteemed client, your financial records are of utmost importance to us. We are committed to safeguarding your confidential information and ensuring its seamless transfer to your new accounting service provider. For this reason, we kindly request that you provide a specific date and time at your earliest convenience for the transfer of your records. This will enable us to arrange a meeting during which we can ensure a complete and orderly handover of your records. In conclusion, we would like to once again express our sincerest gratitude for the opportunity to have had the privilege of meeting your accounting needs. We understand that this transition period might raise questions or concerns, and we are more than willing to address any queries to ensure a smooth departure and transfer of responsibilities. Please feel free to contact me directly at [email/phone] to further discuss any matter related to our resignation or to provide additional information deemed necessary for the transition process. We wish your organization continued success in all its endeavors. Sincerely, [Your Name] [Your Title] [Accounting Firm Name]San Antonio, Texas Resignation Letter: Informing Client of Outstanding Amount Owed, Work in Progress, and Return of Client's Records [Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date] [Client's Name] [Client's Address] [City, State, Zip Code] Dear [Client's Name], RE: RESIGNATION LETTER FROM ACCOUNTING FIRM I hope this letter finds you well. As you may have been aware, our accounting firm has been providing exceptional services to your esteemed organization for [duration]. However, regrettably, it is with a heavy heart that I announce our resignation as your accounting service provider, effective [resignation date]. This decision comes after careful consideration and deliberation within our organization. We deeply appreciate the opportunity to have served your business and believe that this transition will ultimately lead to greater growth and progress for both parties. It is crucial, at this juncture, to address the outstanding matters pertaining to outstanding amounts owed to our firm, ongoing work progress, and the return of your valuable financial records. Outstanding Amount Owed: Upon a thorough review of our accounts, we have identified an outstanding balance of [amount owed] as of [resignation date]. We kindly request that you settle this amount at your earliest convenience. Please find attached an invoice outlining the details of the outstanding balance and the payment instructions. We truly value your prompt attention to this matter. Work in Progress: As part of our commitment to ensuring a seamless transition, we want to inform you about any ongoing projects or work in progress. Currently, we are actively working on [specific projects/tasks]. Rest assured that we will continue to dedicate our efforts to complete these tasks diligently and to the best of our abilities before the designated completion date. With utmost professionalism, we will ensure a smooth handover of all relevant files, documents, and records to your new accounting firm or your designated representative. We highly recommend that you provide us with the necessary contact details so that we can facilitate this process seamlessly. Return of Client's Records: As an esteemed client, your financial records are of utmost importance to us. We are committed to safeguarding your confidential information and ensuring its seamless transfer to your new accounting service provider. For this reason, we kindly request that you provide a specific date and time at your earliest convenience for the transfer of your records. This will enable us to arrange a meeting during which we can ensure a complete and orderly handover of your records. In conclusion, we would like to once again express our sincerest gratitude for the opportunity to have had the privilege of meeting your accounting needs. We understand that this transition period might raise questions or concerns, and we are more than willing to address any queries to ensure a smooth departure and transfer of responsibilities. Please feel free to contact me directly at [email/phone] to further discuss any matter related to our resignation or to provide additional information deemed necessary for the transition process. We wish your organization continued success in all its endeavors. Sincerely, [Your Name] [Your Title] [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.
