Accountants/Bookkeepers – you can use this form to formally terminate an engagement letter or services contract with a client. This is typically used when the client fails to pay or is not being responsive to you/your company. To complete, please review the “Termination Section” of your initial engagement letter or services contract to see if you/your company is required to provide reasons or “specific” reasons for termination or if you can terminate without reason. This information is typically within a section of your contract titled “Termination,” however, this is not necessarily always the case. We also recommend that this Notice be sent by some type of trackable mail system, such as: Certified Mail, Return Receipt, Signature Confirmation, and/or Email Read Receipt, etc.
How to Use this Form:
1) Download the Word Document (so that document can be edited).
2) Read through the ENTIRE AGREEMENT at least once before editing.
(Become familiar with the form and any documents you may need).
3) Revise the HIGHLIGHTED Information as needed.
4) Delete any NOTES that may be written in.
5) And last, make sure you confirm ALL Parties identified. Execute (Sign) the Letter.
6) Keep a COPY of the Signed Letter in your files.
**OPTIONAL – Put this Form on your Company’s Letterhead or add your Logo at top to look more “Official.”