We know it can be hard to break up with people.
…even an accountant. To make it easier, here’s an email template you can copy, fill in, and send.
Hi [Their Name],
After careful consideration, we’ve decided to use a different accounting firm for all our accounting and business advice. We have asked Convex Accounting to act for us moving forward.
We authorise you to transfer all files and subscriptions to them, and to provide them with any other information required. Thank you in advance for your assistance with the transfer process.
On a personal note, thank you for the advice and support you’ve provided over the past few years. We’ve enjoyed working with you and wish you all the best for the future.
Yours sincerely, [Your Name]
Once that’s sent, we’ll take care of the rest. Get in touch and we’ll make the switch painless.