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.
Nebraska Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records [Your Name] [Your Address] [City, State, ZIP] [Date] [Client's Name] [Client's Address] [City, State, ZIP] Subject: Resignation Letter — Outstanding Balance and Return of Client's Records Dear [Client's Name], I hope this letter finds you well. I am writing to officially inform you of my resignation as your accountant, effective [effective date]. It is with regret that I have made this decision, but due to recent circumstances, I believe it is in both our best interests to discontinue our professional relationship. First and foremost, I would like to address the outstanding balance owed to our firm. As of the date of this letter, your account carries an outstanding balance of [amount owed]. I kindly request that you settle this amount in full within [specified timeframe] to ensure a smooth transition. Attached to this letter, you will find a detailed invoice outlining the outstanding charges and any additional costs incurred. Moreover, I understand that there may be work in progress that is yet to be completed. I assure you that I will do my best to complete all pending tasks and ensure a seamless handover to your new accountant. However, please be aware that any additional services rendered beyond the effective date of this resignation letter will be subject to billing on an hourly basis. In accordance with professional ethics and best practices, it is crucial for a smooth transition that all relevant financial records are returned to you promptly. As your designated accountant, I have kept meticulous records of your transactions, receipts, tax forms, and other pertinent documents. I will make arrangements for you to collect these records personally, or if you prefer, I can mail them to the address provided above. It is essential to note that the delivery of these records will only occur once the outstanding balance has been settled. Should you require any further clarification or assistance during this transition period, please do not hesitate to contact me at [your phone number] or [your email address]. I am willing to provide any necessary guidance to ensure a seamless transition to a new accounting professional. I genuinely appreciate the opportunity to have served as your accountant, and I apologize for any inconvenience this resignation may cause. Furthermore, I wish you all the best in your future endeavors and hope that you find a suitable replacement who will meet your accounting needs effectively. Thank you for your understanding and cooperation. Sincerely, [Your Name] [Your Designation] [Accounting Firm Name] [Contact Information]
