CPA Retirement Letter to Clients (Free Sample)

For some positions, a decision to retire impacts external and well as internal associates. A professional approach to end a working relationship is to send a retirement letter to clients. Below is a sample retirement letter to clients.

Sample CPA Retirement Letter To Clients

Your Name
Your Address
City, State, Zip Code

December 11, 2022

Name of Client
Name of Company
Address of Company
City, State, Zip Code

RE: To inform of my impending retirement

Dear Valued Client,

I am writing to inform you that I will be retiring from my position as a [Certified Public Accountant] at the end of this month. It has been a pleasure serving you over the years, and I thank you for your business and trust.

I have made arrangements for [the successor CPA’s name] to assume my practice and to go on offering you the superior accounting services you have come to rely on. 

I am certain that [Successor CPA’s Name], a CPA with 10 years of experience, will treat you with the same professionalism and consideration that you have come to expect from me.

Please contact [Successor CPA’s Name] at [Contact Information] to discuss your ongoing accounting needs and to arrange for a smooth transition of your accounts.

Once again, thank you for your business and support. I wish you all the best in the future.

Sincerely,

Signature
Your Name

Frequently Asked Questions (FAQs)

1. What should I include in my retirement letter to clients?

Answer: Your retirement letter to clients should include the following information:

  • An announcement of your retirement
  • An expression of gratitude to your clients for their business and support
  • Information on how your clients will be affected by your retirement and what steps will be taken to ensure continuity of service
  • Contact information for your replacement or the person who will be handling your clients’ needs moving forward
  • A sincere thank you for their understanding and support.

2. How should I deliver my retirement letter to clients?

Answer: The best way to deliver your retirement letter to clients is to send it via mail or email. If possible, it’s also a good idea to follow up with a phone call to ensure that your clients have received the letter and to answer any questions they may have.

3. How far in advance should I send my retirement letter to clients?

Answer: It’s best to send your retirement letter to clients as far in advance as possible, so they have enough time to adjust and make arrangements for their future needs. Typically, 4-6 months before your retirement date is a good time to send the letter.

4. Should I include my personal contact information in my retirement letter?

Answer: It’s a good idea to include your personal contact information in your retirement letter, so your clients can reach out to you if they have any questions or concerns after your retirement.

5. Can I offer my clients a special deal or incentive for their continued business?

Answer: Yes, you can offer your clients a special deal or incentive for their continued business, it’s a nice gesture and will help them to ease the transition.

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