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.
Florida Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records Date: [Date of submission] [Client's Name] [Client's Address] [City, State, ZIP] Dear [Client's Name], Subject: Resignation from Accounting Services with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records I hope this letter finds you well. Firstly, I want to express my gratitude for the opportunity to serve as your accounting firm throughout [duration of service]. However, after careful consideration and assessment of our business commitments, we regretfully inform you of our decision to resign as your accounting service provider, effective [resignation date — typically 30 days from the submission of this letter]. We understand that the completion of financial obligations is an essential aspect of any professional relationship. Regrettably, we must bring to your attention that there is an outstanding balance of [EX] owed to [Accounting Firm's Name]. This amount represents unpaid invoices for the accounting services we have provided, detailed in the enclosed summary of outstanding charges. We kindly request that the outstanding balance be settled within [specified timeframe]. Moreover, as part of our resignation process, it is crucial for us to address the work in progress. We assure you that we have taken all necessary steps to ensure a smooth transition. However, there might be some ongoing projects or unfinished accounting tasks that require your attention. We request that you promptly inform us about any such outstanding work so that we can discuss and agree upon the most appropriate way to handle the situation. Additionally, it is essential to arrange for the return of all your records, documents, files, and any other materials related to your financial affairs and our accounting services. We kindly ask you to inform us about your preferred method of retrieving these items, either by mail, in person, or any other mutually agreed-upon arrangement. Please provide us with a convenient time and date for you to collect your records or let us know if you would prefer them to be mailed to your address or transferred to another service provider. We sincerely apologize for any inconvenience caused by this decision and assure you that we will do our best to make the transition process as seamless as possible. Our primary goal is to ensure all of your accounting needs are effectively addressed during this transition period. It is crucial for us to facilitate a smooth transfer of client records and provide any necessary guidance to assist you in identifying a suitable replacement accounting firm. Once again, we thank you for your trust in our services, and we apologize for any inconvenience this resignation may cause. We greatly value the relationship we have built over the years and hope that we can part on amicable terms. Our team is available to answer any questions or offer support during this transition period. Please feel free to contact our office at [Accounting Firm's Contact Details] to discuss any concerns or to arrange a meeting. Thank you for your understanding. Sincerely, [Your Name] [Your Title] [Accounting Firm's Name] [Address] [City, State, ZIP] [Phone Number] [Email Address]Florida Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records Date: [Date of submission] [Client's Name] [Client's Address] [City, State, ZIP] Dear [Client's Name], Subject: Resignation from Accounting Services with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records I hope this letter finds you well. Firstly, I want to express my gratitude for the opportunity to serve as your accounting firm throughout [duration of service]. However, after careful consideration and assessment of our business commitments, we regretfully inform you of our decision to resign as your accounting service provider, effective [resignation date — typically 30 days from the submission of this letter]. We understand that the completion of financial obligations is an essential aspect of any professional relationship. Regrettably, we must bring to your attention that there is an outstanding balance of [EX] owed to [Accounting Firm's Name]. This amount represents unpaid invoices for the accounting services we have provided, detailed in the enclosed summary of outstanding charges. We kindly request that the outstanding balance be settled within [specified timeframe]. Moreover, as part of our resignation process, it is crucial for us to address the work in progress. We assure you that we have taken all necessary steps to ensure a smooth transition. However, there might be some ongoing projects or unfinished accounting tasks that require your attention. We request that you promptly inform us about any such outstanding work so that we can discuss and agree upon the most appropriate way to handle the situation. Additionally, it is essential to arrange for the return of all your records, documents, files, and any other materials related to your financial affairs and our accounting services. We kindly ask you to inform us about your preferred method of retrieving these items, either by mail, in person, or any other mutually agreed-upon arrangement. Please provide us with a convenient time and date for you to collect your records or let us know if you would prefer them to be mailed to your address or transferred to another service provider. We sincerely apologize for any inconvenience caused by this decision and assure you that we will do our best to make the transition process as seamless as possible. Our primary goal is to ensure all of your accounting needs are effectively addressed during this transition period. It is crucial for us to facilitate a smooth transfer of client records and provide any necessary guidance to assist you in identifying a suitable replacement accounting firm. Once again, we thank you for your trust in our services, and we apologize for any inconvenience this resignation may cause. We greatly value the relationship we have built over the years and hope that we can part on amicable terms. Our team is available to answer any questions or offer support during this transition period. Please feel free to contact our office at [Accounting Firm's Contact Details] to discuss any concerns or to arrange a meeting. Thank you for your understanding. Sincerely, [Your Name] [Your Title] [Accounting Firm's Name] [Address] [City, State, ZIP] [Phone Number] [Email Address]
