As accounting and bookkeeping professionals, fostering positive client relationships is paramount to the success of our services. However, there may come a time when a client relationship reaches its natural conclusion.

Whether due to changes in business needs, shifts in priorities, or other factors, the offboarding process plays a crucial role in ensuring a smooth transition and preserving the goodwill built during the partnership.

This comprehensive guide includes a checklist to follow and is designed to walk you through the step-by-step process of offboarding a bookkeeping client with professionalism and efficiency.