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.
Arizona Resignation Letter from Accounting Firm to Client Subject: Resignation and Outstanding Amount Owed Firm [Your Name] [Your Title] [Accounting Firm Name] [Accounting Firm Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Client's Name] [Client's Title] [Client's Company Name] [Client's Address] [City, State, ZIP] Dear [Client's Name], I hope this letter finds you well. It is with mixed feelings that I write to inform you of my resignation from [Accounting Firm Name] as of [resignation date]. While it has been a pleasure serving as your dedicated accountant for [time period], circumstances beyond my control have led to this decision. First and foremost, I would like to address the issue of the outstanding amount owed to the accounting firm. As I have mentioned during our previous discussions, there is an outstanding balance of [amount owed] on your account. Despite multiple attempts to reconcile this amount, it remains unpaid. This unresolved outstanding payment has forced me to take this necessary action. Additionally, I must inform you that there are several ongoing projects and work in progress related to your account that will need to be transferred to another accountant or accounting firm. To ensure a smooth transition, I will provide all necessary documents and guidance to the designated representative of the firm of your choice. I kindly request your prompt cooperation in this matter to minimize any disruption to your financial operations. Moreover, it is crucial that you make arrangements for the return of all your accounting records, which are currently held by [Accounting Firm Name]. These records include but are not limited to financial statements, tax returns, invoices, receipts, bank statements, and any other relevant documents. Our team will organize these records, and upon your request, we will promptly return them to you or your designated representative. I understand the significance of maintaining confidentiality in matters related to your financial affairs. Please be assured that all your records and personal information will be handled with the utmost care and professionalism during the transfer process and subsequently returned to you securely. Lastly, I would like to express my gratitude for the opportunity to work with you and your esteemed organization. It has been a privilege to serve as your trusted accountant, helping you navigate the complex field of financial management. I wish you continued success and hope that you find a suitable replacement who can meet your accounting needs effectively. Should you need any further assistance or have any questions regarding the transition process or outstanding balance, please feel free to contact me directly. I will be available to support and ensure a seamless handover until [resignation date]. Thank you for your attention to this matter. I appreciate your cooperation and understanding. Yours sincerely, [Your Name] [Your Title] [Accounting Firm Name]Arizona Resignation Letter from Accounting Firm to Client Subject: Resignation and Outstanding Amount Owed Firm [Your Name] [Your Title] [Accounting Firm Name] [Accounting Firm Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Client's Name] [Client's Title] [Client's Company Name] [Client's Address] [City, State, ZIP] Dear [Client's Name], I hope this letter finds you well. It is with mixed feelings that I write to inform you of my resignation from [Accounting Firm Name] as of [resignation date]. While it has been a pleasure serving as your dedicated accountant for [time period], circumstances beyond my control have led to this decision. First and foremost, I would like to address the issue of the outstanding amount owed to the accounting firm. As I have mentioned during our previous discussions, there is an outstanding balance of [amount owed] on your account. Despite multiple attempts to reconcile this amount, it remains unpaid. This unresolved outstanding payment has forced me to take this necessary action. Additionally, I must inform you that there are several ongoing projects and work in progress related to your account that will need to be transferred to another accountant or accounting firm. To ensure a smooth transition, I will provide all necessary documents and guidance to the designated representative of the firm of your choice. I kindly request your prompt cooperation in this matter to minimize any disruption to your financial operations. Moreover, it is crucial that you make arrangements for the return of all your accounting records, which are currently held by [Accounting Firm Name]. These records include but are not limited to financial statements, tax returns, invoices, receipts, bank statements, and any other relevant documents. Our team will organize these records, and upon your request, we will promptly return them to you or your designated representative. I understand the significance of maintaining confidentiality in matters related to your financial affairs. Please be assured that all your records and personal information will be handled with the utmost care and professionalism during the transfer process and subsequently returned to you securely. Lastly, I would like to express my gratitude for the opportunity to work with you and your esteemed organization. It has been a privilege to serve as your trusted accountant, helping you navigate the complex field of financial management. I wish you continued success and hope that you find a suitable replacement who can meet your accounting needs effectively. Should you need any further assistance or have any questions regarding the transition process or outstanding balance, please feel free to contact me directly. I will be available to support and ensure a seamless handover until [resignation date]. Thank you for your attention to this matter. I appreciate your cooperation and understanding. Yours sincerely, [Your Name] [Your Title] [Accounting Firm Name]
