CLIENT DISENGAGEMENT LETTER TEMPLATE
Strengthen Your Firm by Focusing on the Right Clients
Create Space for the Right Clients
When was the last time you asked your team which clients they love to work with?
How about the clients they would like to let go of?
Even a small handful of clients can quietly pull your firm’s focus, energy, and team capacity away from the clients that move the practice forward.
Disengaging from a client doesn’t have to be abrupt or impersonal. Allow your team to stay focused on the work that matters most.
Download the Client Disengagement Letter Template to:
- Clearly and professionally communicate the disengagement.
- Recommend other firms that may be a better fit.
- Close the relationship with professionalism and care.

Included is a guide plus two proven disengagement letter examples used by Accounting Practice Academy alumni and firm owners across North America.
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