How Do I Break Up With My Accountant?

How Do I Break Up With My Accountant?

basics podcast Feb 20, 2023

You would not believe how often I get this question. It's often hard or unclear how you should end things with a service provider, but especially a finance pro! Ideally, your accountant has an engagement letter or contract that lays out the terms of your agreement, that you can reference when you're ready to move on. But many accountants don't, they opt to have an implicit renewal instead. In this case, you aren't obligated to a contractual term but there are still other things to be taken into consideration.

Think about the timing of your exit. If it's tax time and they've already started your taxes, it's best to stick around until they've finished, unless there's an urgent reason to leave. If you're a large client for the provider it's also helpful and considerate to provide as much time as possible for a transition. In any case, you want to make sure you have everything you need from them and that the scope of their work has been completed before you share that you're moving on!


"Begin with the end in mind. So what do you want? You want to end this contract as amicably as possible with minimal conflict, right. Well, how do we do that? We just keep it short and to the point and we don't have to say all the reasons."


In this episode, you will learn the following:

1. How to break up with your accountant in a thoughtful way.
2. What kind of notice should you give when terminating a contract with an accountant?
3. What steps should you take to ensure a smooth transition when transitioning to a new accountant?


What you'll hear in this episode:

  • What you need to do if you’re planning to fire your accountant.
  • Why you don’t need an excuse to change your accountant.


Here are some brief snippets from this episode:

How do I break up with my accountant? Ideally, the accountant has an engagement letter with a term on it. Make it as clear as possible that you're planning to terminate. Ask them if there's anything needed from you in order to ensure a smooth transition.


Related episodes:

The Most Undervalued Trait of an Accountant

How to Read Financial Reports as a New Business Owner

Growing Your Side Hustle with Nick Loper



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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.