How To Fire Your Accountant Sample Letter

Table of Contents

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 tell your accountant you are leaving?

It is best to arrange a phone call or meeting with your accountant and let them know the reasons why you have decided to move on. It is a good opportunity to iron out any problems or grievances but more importantly to thank them for the service and explain very objectively your reasons and that it is no slant on them.

How do you fire a client accountant?

Be honest, but diplomatic. It may seem trite but, honesty is almost always the best policy.

Communicate that the decision is in the best interests of both of you.

Don't leave them high and dry.

Refer them to other resources.

How do I fire my tax clients?

To head all that off, keep the firing short and simple. Inform your client that you will no longer be able to work with them. Say it as simply as possible without being rude. You don't want to leave any room for misunderstanding here.

What to say when changing accountants?

What's going to happen to the business?

How much tax am I going to pay?

Will the tax office come knocking?

How am I going to lodge my BAS and tax returns?

How will I have the time to look after all the compliance work?

How do you say thank you to your accountant?

Thank you for being diligent with the record keeping. I am very happy and relieved that you found the receipt I misplaced. I appreciate all the time you spend keeping the books balanced. It makes things go much smoother at tax time.

When should you change accountants?

No Understanding of Your Industry.

Lack Of Availability.

A Reactive, Not Proactive Approach.

Changes Within Your Company.

Their Price Doesn't Match Their Value.

They Use Outdated Technology.

Clear Communication.

How do you fire a client in a nice letter?

Check your engagement letter. What terms do you have in place to fire a client?

Maintain your integrity. Stay calm, rational and polite.

Follow-up with a phone call.

Resist the urge to engage.

Give them a referral.

Finish the project, if at all possible.

Can you have two accountants?

Yes, it may surprise you and go against common knowledge, but you can have and work with more than one accountant, and in some cases it's the better option.

What is professional clearance letter?

It is letter from the new accountant to the outgoing accountant. The new accountant is writing primarily in order to obtain information to enable them to make an informed decision whether or not it is appropriate to accept the appointment as the business's accountant.