Changing accountants could be the smartest decision you make all year. It can happen for a variety of reasons, from an accountant’s retirement to a shift in your business that need something more or different than what the current accounting firm provides. Use our sample letter for changing accountants as a guide for writing your own.
Sample Letter To Change Accountants
City, State, Zip Code
City, State, Zip Code
RE: Changing of Accountancy Services
Dear Accountant’s Name:
My company now requires the services of a larger accounting firm. We’ve realized that we require e-commerce financial assistance now that we’ve expanded to incorporate internet sales. I was really pleased with the service I received from you, and this service termination is in no way an indication of displeasure.
I’ve hired [Name of Company] to take over my business’s financial accounts, and I’d appreciate it if you could provide them with all of the information they need when they write to you in the next two weeks.
If you provide me your final invoice by the end of the month, I’ll pay it right away. Thank you very much for all of your help while my company was just getting started. I wish you the best of luck in the future.
Your Printed Name
Frequently Asked Questions (FAQ's)
1. Do I need to give a reason for changing accountants in my letter?
Answer: It is not legally required to give a reason for changing accountants in a letter, but it is considered professional and courteous to provide an explanation.
2. Can I change accountants at any time?
Answer: You can change accountants at any time, but it is important to fulfill any obligations you have to your current accountant before making the change.
3. What information should I provide to a new accountant?
Answer: You should provide your new accountant with all of the financial and tax-related documents they need to do their job, including past tax returns, financial statements, and information about your business operations. You may also want to provide them with any relevant information about your future plans for the business.
4. What should I do after sending a letter to change accountants?
Answer: After sending the letter, you should also notify the new accountant of your intent to hire them, and provide them with any necessary documents or information. It is also a good idea to follow up with both the current and new accountants to ensure that the transition is taking place smoothly.