Template termination letter to a client of an accounting or bookkeeping firm

Dear [Client],

We regret to inform you that we will no longer be able to provide [accounting / bookkeeping] services to your business. We value the time we have spent working with you and appreciate the opportunity to serve your needs.

We understand that this change may cause some inconvenience for you, and we apologize for any disruption this may cause. We will do our best to make the transition as smooth as possible.

Please note that we are required to maintain your confidential financial records for a certain period of time as required by law. If you would like us to transfer your records to another accounting firm, please let us know as soon as possible and we will make arrangements to do so.

We wish you the best of luck with your future endeavors and are available to answer any questions you may have during this transition.

Sincerely,

[Accounting / Bookkeeping Firm]

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Template onboarding letter to a client of an accounting or bookkeeping firm