Discussion:Terminating clients

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Revision as of 09:20, 14 May 2008
Kokomo (Talk | contribs)
(When I fire clie)
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Bean (Talk | contribs)
(Try this Sample)
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 +
 +{{ForumReplyPost|UserID=Bean|Date=14 May 2008|Text=Try this Sample Client Termination Letter:
 +
 +Dear Client:
 +
 +Effective DATE, we will be resigning as your accountants. We have come to this decision with great reluctance, but we are resigning because of:
 +
 +CHOOSE ONE FROM BELOW:
 +
 +1. Your continued failure to pay our fee for services in a timely manner.
 +2. We have a conflict of interest between your company and our other clients.
 +3. Our continuing staffing problems have made it impossible to properly serve your needs.
 +4. We are changing the types of services that we will be providing in the future.
 +5. We are concerned about your failure to act upon the recommendations we have made.
 +6. Our desire to cut back in the number of clients we will be serving in the future.
 +
 +We wish to remind you that we will not be performing any services for you after that date, and that there may be tax returns, elections, or other compliance matters that will need to be dealt with after that date, which we will NOT be providing.
 +
 +We recommend that you immediately seek a new accountant, and we will cooperate fully in providing information to you or your new accountant, when your unpaid bill (current balance $XXX) is paid in full. We will need a signed authorization release from you.
 +
 +We appreciate the opportunity to have served you in previous years, and we wish you success in your future pursuits.
 +
 +Sincerely,}}

Revision as of 14:39, 14 May 2008

Discussion Forum Index --> Business Growth Community --> Terminating clients

Rudolphacctg (talk|edits) said:

9 May 2008
I would like to get rid of some of the dead weight clients to focus on those who actually pay on time and are serious about their businesses. What can I say to them without offending them and keep it professional?

Nancyshoemake (talk|edits) said:

9 May 2008
One way we do this is by sending those clients that you don't want anymore and letter stating that their fee for the next year will be increased by $x. That is generally a good way of letting them make the decision.

BEGooding (talk|edits) said:

May 9, 2008
If it's just paying on time that concerns you, just require them to work under a prepaid retainer at all times in the future. Don't worry if this will offend them as they are obviously not worried about offending you by not paying their bills on time. If that doesn't make them go away, at least it will let them know that you are serious about your business.

DZCPA (talk|edits) said:

10 May 2008
I doubt you can offend them. Everybody drops none paying clients. They should be use to it.

Kokomo (talk|edits) said:

14 May 2008
When I fire clients I make them sign a letter of disengagement. This is also intended to cover myself (eg. with payroll tax reporting etc.). I tell them that I am no longer able to serve their needs. Nobody has asked me why because they are the ones who have been unhappy about my fee increases anyway and was probably happy to hear that I am firing them. I have fired a few and have had no problems so far.

Bean (talk|edits) said:

14 May 2008
Try this Sample Client Termination Letter:

Dear Client:

Effective DATE, we will be resigning as your accountants. We have come to this decision with great reluctance, but we are resigning because of:

CHOOSE ONE FROM BELOW:

1. Your continued failure to pay our fee for services in a timely manner. 2. We have a conflict of interest between your company and our other clients. 3. Our continuing staffing problems have made it impossible to properly serve your needs. 4. We are changing the types of services that we will be providing in the future. 5. We are concerned about your failure to act upon the recommendations we have made. 6. Our desire to cut back in the number of clients we will be serving in the future.

We wish to remind you that we will not be performing any services for you after that date, and that there may be tax returns, elections, or other compliance matters that will need to be dealt with after that date, which we will NOT be providing.

We recommend that you immediately seek a new accountant, and we will cooperate fully in providing information to you or your new accountant, when your unpaid bill (current balance $XXX) is paid in full. We will need a signed authorization release from you.

We appreciate the opportunity to have served you in previous years, and we wish you success in your future pursuits.

Sincerely,

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