We’ve all been there—sitting in front of a blank screen, struggling to find the right words for something awkward. You want to be polite, keep it simple, and avoid any drama, but in your effort to stay neutral, you might forget something crucial. Suddenly, the message isn’t clear, and things get messy (cue a Ross and Rachel-style “We were on a break!” moment). Don’t worry, though. If you’re saying goodbye to your accountant, we’ve got the perfect letter template to help you nail it—without the awkwardness! Just remember to **Delete as appropriate**.
To use the Accountant Disengagement Letter Template below simply switch out any information in [square brackets] and remember to **Delete as appropriate** this is just for fun and to make you feel better – we don’t need to offend anyone.
[Accountant’s Name]
[Address Line 1]
[Address Line 2]
[Address Line 3]
[Address Line 4]
[Address Line 5]
[Reference]
[Date]
Dear [Accountant’s Name],
Re: [Client Name]
After careful consideration, [I/we] have decided to use a different accountant to undertake our future accounting and taxation work.
**Delete as appropriate** 👇
[I/We] feel like we needed a translator every time you sent us an email. Numbers and jargon are fun… unless you’re not a robot.
Your fees were climbing faster than a squirrel on espresso, and [I/we] could only handle so much financial acrobatics.
We’ve grown, evolved, and let’s just say, [I/we] need an accountant who keeps up with the times. You’re great, but that dusty fax machine had to go.
[I/We] love surprises… but not when it comes to tax deadlines and payments.
After much soul-searching, [I/we] realised we prefer accountants who call us more than once a year. Wild, I know.
[I/We] are moving on to an accountant who understands that ‘cloud’ doesn’t just mean the weather.
It’s not you, it’s [us/me]… except it’s mostly you.
Turns out, paying for top-notch advice wasn’t on the list of things we actually received.
**Delete as appropriate** 👆
[I/We] have asked [New Accountant’s Name] to act as [my/our] accountants and professional advisors.
[I/We] authorise you, as [my/our] former accountants and professional advisors, to provide them with any information they require, including the stage of completion of any on-going work.
[I/We] thank you in advance for your prompt assistance in dealing with their request.
[I/We] would like to take this opportunity to thank you for all the assistance you have provided over the past years and wish you all the best for the future.
Yours sincerely,
[Contact Name]