Accounting Practice Mentor

Client Sacking, Disengaging, Request to move on letter

Letting go of clients isn’t easy but with my Client Sacking / Request to Move on letter, it’s a little less daunting and can actually be quite liberating and empowering.

 There are many reasons why a practice owner may want to move a client on, and I believe irrespective of that reason, this should be done professionally, empathetically and should not burn any bridges.

 I used this very letter in my practice and now my clients and so many in the industry are using it with great success. I’ve also included 5 of the most common reasons that you can use as is or tweak.

 This letter can be used as part of a bulk practice reset or on an ad hoc basis as a need arises.

Client Sacking, Disengaging, Request to move on letter

Life’s too short to have clients that zap your energy, cost you money, cause you stress and snatch your freedom.


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