Fix account in the Contract Termination Letter

Aug 6th, 2022
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A disengagement letter professionally and formally terminates the CPA-client relationship and provides CPAs with a valuable tool to reduce potential legal liability. When written effectively, the disengagement letter can leave clients feeling that you considered their business needs and acted in their best interests.
Be professional in your response and focus on resolving any issues. If there are any disputes, try to resolve them in a constructive way. If youre unclear about anything mentioned in the letter, seek clarification before responding. If theres an opportunity to negotiate, take it.
Dear [Client Name], Over the last [time youve been working together, i.e., 2 years], we have worked diligently to provide you with quality service and value your loyalty to our firm. However, we are writing to inform you that we will no longer be able to provide you with bookkeeping services as of [termination date].
Writing out your termination letter A clearly stated intention to move to another account/accounting firm. The dates on which this transition will take place. The information that your current account will need to provide for your new one. Your expectations for any current tasks to be completed.
A termination letter or email should include the reason for termination, the effective date of termination, any severance pay or benefits that will be provided, and any instructions for returning company property or completing final tasks. It should also be written professionally and respectfully.
A contract termination letter should include your contact information, date, recipients contact information, the subject of termination, the contract number or title, the termination date, the reason for termination, the relevant contractual clause, the notice period, any outstanding issues such as financial matters,
Prepare a written notice that clearly states your intention to terminate the contract and specifies the contracts end date. Include relevant details such as the contract reference or identification number, parties involved, and any specific clauses or provisions related to termination.

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