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Client Offboarding

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Download your free Client Offboarding template to personalize and use in your bookkeeping or accounting firm

A preview of the 'Client Offboarding' templateClient OffboardingKick-off client offboarding2 AutomatorsPrepare and conduct client exit interviewCompletedReview outstanding accounts receivable for clientCompletedConduct exit interviewCompletedSend follow-up client tasks outlining the offboarding planCompletedCLIENT TASKSOffboarding checklist3 AutomatorsReview the offboarding planCompletedProvide the details for your new accounting professionalReady To StartDue Today

All good things must come to an end, including client relationships. When a client does part ways with your practice, there are several tasks to consider to minimize complications and confusion down the track.

This is the best practice process for client offboarding.

The start date is the day of the exit interview with the client, the due date is 30 days later and the work assignee is Client Manager.

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling