How do I write a letter to fire my accountant?

Send a certified or registered letter (so you have a record of receipt) that states your intent to terminate the relationship effective immediately upon receipt of the letter and ordering your accountant to stop working on any matters in process. You don’t need to give an explanation; it’s not necessary.

How do you fire a letter to a client?

I just wanted to let you know that as of DATE, I will no longer be able to offer you accounting services. Our company is moving in a new strategic direction, and unfortunately this means closing off some of our current accounts, including yours. I apologise for any convenience this may cause.

How do you write a termination email to a client?

Dear [Client], We regret to inform you that we will no longer be needing your services effective by [Date]. We’ve decided to terminate our partnership with [Name of client/company] due to [reasons]. Our time together has been valuable, but now it’s best we grow independently.

How do you get rid of an accounting client?

Here I suggest three approaches to firing a client:

  1. Let the client make the decision. Inform the client that you are raising your fee for the services you provide.
  2. You do the firing. Inform the client that you will no longer be able to provide services to them.
  3. Sell the clients.

How do you disengage with a client?

How to Disengage. Review and edit your disengagement letter carefully to ensure that it is professional, objective, and rational. Situations that provoke disengagements are often emotionally charged. Don’t let your letter reflect your personal feelings – you don’t want your client to feel antagonized in any way.

When Should I fire my CPA?

If you’ve decided it’s time to fire your accountant, the best time to do it is right after taxes are due in March. This will enable your new accountant to start with a new fiscal year.

What do you say when firing a client?

Use this script when you’re firing a client because they’re not paying their bills. Dear {Client Name}, I wanted to let you know that as of {date}, I will no longer be able to continue serving you. Before we part ways, I will wrap up the project we have on the schedule for this month.

How do you tell a client you can no longer work with them?

How to turn down a client with grace

  1. Return the message in the format it was received.
  2. Give the client an answer as soon as possible.
  3. Thank the client.
  4. Give a reason, but don’t go into detail.
  5. Suggest an alternative.
  6. Keep your opinions to yourself.
  7. Reassess how you obtain new leads.

What do you say when firing someone?

If you can honestly say something positive about the employee’s tenure at the company, by all means do so. And assure the employee that the contact person you’ve provided will be available to answer any questions that come up and assist the employee with the termination process.

How would you handle a difficult accounting client?

Don’t Let Difficult Clients Derail Your Firm Frankly, the best way to deal with difficult clients is to avoid taking them on in the first place. Carefully consider your strengths and the kinds of work and types of clients you want to focus on, and avoid taking on new clients that don’t fit the mold.