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.
Travis Texas 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. It is with a heavy heart that I write to inform you of my resignation as an accountant at [Accounting Firm]. After careful consideration, I have decided to pursue other professional opportunities to enhance my career growth. I would like to express my utmost gratitude for the trust you have placed in our firm over the years. It has been my privilege to serve as your accountant and to assist you with various financial aspects of your business. However, due to personal reasons, it is now time for me to move on from this position. First and foremost, I want to assure you that my departure will not cause any disruption to your business operations. The transition process has been meticulously planned, and our firm has assigned a competent and experienced accountant who will take over your account seamlessly. Regarding the outstanding amount owed to our firm, I want to bring your attention to the fact that there is a balance of [Insert Amount] remaining on your account. This balance primarily consists of services rendered and expenses incurred on your behalf during the current financial year. However, I want to assure you that we have already initiated the final invoice for any remaining work in progress and ongoing projects. This invoice will be sent to you promptly following the completion of our regular billing cycle. Additionally, it is crucial to address the matter of returning your business records. As we have maintained a strong commitment to client confidentiality and data security, we understand the importance of ensuring a smooth and secure transfer of your financial records. Rest assured that all relevant documentation, including receipts, financial statements, and other supporting records, will be returned to you in an organized and structured manner. To facilitate the smooth transition to your new accountant, I kindly request your cooperation in providing the necessary information required to ensure a seamless continuation of your financial affairs. This may include access to your accounting software, bank statements, tax filings, and any other relevant documents. Your satisfaction has always been our top priority, and I would like to extend my heartfelt gratitude for the opportunity to have served you. It would be greatly appreciated if you could settle the outstanding amount owed to our firm in a prompt and timely manner, as this will help finalize all financial matters between us. Please rest assured that our firm will always be available to provide any necessary assistance throughout this transition period. Should you have any questions or require further clarification, please do not hesitate to reach out to me directly at [Your Contact Information]. Wishing you continued success in your business endeavors. Yours sincerely, [Your Name] [Former Accountant] [Accounting Firm] Alternative Names for Travis Texas Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records: — Resignation Letter from Accountant to Client with Unsettled Balance and Ongoing Projects — Departure Announcement and Outstanding Payment Reminder to Client from Accounting Firm — Accounting Firm Resignation Letter: Important Update on Your Account and Records — Notice of Resignation and Request for Balance Settlement from Accountant to Client — Resignation Letter from Senior Accountant: Final Invoicing and Record Return Details.Travis Texas 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. It is with a heavy heart that I write to inform you of my resignation as an accountant at [Accounting Firm]. After careful consideration, I have decided to pursue other professional opportunities to enhance my career growth. I would like to express my utmost gratitude for the trust you have placed in our firm over the years. It has been my privilege to serve as your accountant and to assist you with various financial aspects of your business. However, due to personal reasons, it is now time for me to move on from this position. First and foremost, I want to assure you that my departure will not cause any disruption to your business operations. The transition process has been meticulously planned, and our firm has assigned a competent and experienced accountant who will take over your account seamlessly. Regarding the outstanding amount owed to our firm, I want to bring your attention to the fact that there is a balance of [Insert Amount] remaining on your account. This balance primarily consists of services rendered and expenses incurred on your behalf during the current financial year. However, I want to assure you that we have already initiated the final invoice for any remaining work in progress and ongoing projects. This invoice will be sent to you promptly following the completion of our regular billing cycle. Additionally, it is crucial to address the matter of returning your business records. As we have maintained a strong commitment to client confidentiality and data security, we understand the importance of ensuring a smooth and secure transfer of your financial records. Rest assured that all relevant documentation, including receipts, financial statements, and other supporting records, will be returned to you in an organized and structured manner. To facilitate the smooth transition to your new accountant, I kindly request your cooperation in providing the necessary information required to ensure a seamless continuation of your financial affairs. This may include access to your accounting software, bank statements, tax filings, and any other relevant documents. Your satisfaction has always been our top priority, and I would like to extend my heartfelt gratitude for the opportunity to have served you. It would be greatly appreciated if you could settle the outstanding amount owed to our firm in a prompt and timely manner, as this will help finalize all financial matters between us. Please rest assured that our firm will always be available to provide any necessary assistance throughout this transition period. Should you have any questions or require further clarification, please do not hesitate to reach out to me directly at [Your Contact Information]. Wishing you continued success in your business endeavors. Yours sincerely, [Your Name] [Former Accountant] [Accounting Firm] Alternative Names for Travis Texas Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records: — Resignation Letter from Accountant to Client with Unsettled Balance and Ongoing Projects — Departure Announcement and Outstanding Payment Reminder to Client from Accounting Firm — Accounting Firm Resignation Letter: Important Update on Your Account and Records — Notice of Resignation and Request for Balance Settlement from Accountant to Client — Resignation Letter from Senior Accountant: Final Invoicing and Record Return Details.
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.
