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Legal
CPA Client Termination Letter Template
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CPA Client Termination Letter Template

1
Identify the client for termination
2
Collect all client-related files and documents
3
Prepare initial draft of termination letter
4
Indicate reason for termination in the draft
5
Include service termination date in the draft
6
Approval: Manager
7
Make necessary changes after approval
8
Review termination letter for any errors or inaccuracies
9
Print the final version of the termination letter
10
Sign the termination letter
11
Prepare an envelope with client's name and address
12
Mail the termination letter
13
Store a copy of the termination letter in client's file
14
Update client's status in the system
15
Notify team about client termination
16
Assign someone to handle any incoming inquiries from the client
17
Review list of outstanding tasks related to the client
18
Reassign or cancel outstanding tasks
19
Monitor for any response from the client
20
Provide feedback and closure on the termination process