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