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Five Tips for Disengaging With a Client

Jody Linick is a professional bookkeeper and ProAdvisor and recently had reason to stop working with a client due largely to a year-long clash over workflow and related issues. She and the client had held many discussions on best practices and workflow for various processes, but the client consistently stepped out of the agreed-upon workflow.

Mar 30th 2021
Owner FitBooks Pro
Columnist
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Issues with clients often happen, but when it becomes disruptive to a positive working relationship, it is usually best to move on and hopefully amicably. In this blog post, Jody Linick shares her personal experience about the right things to do when it comes time to disengaging with a client.

In her case, she spent over a year of back and forth over the aforementioned workflow disagreements and finally decided it was time to disengage.

Here are 5 tips on how to start the separation process if and when it happens in your practice:

1. Notify Your Client You Wish To End the Engagement

I emailed the client to let them know I had decided to end our working relationship. I did not get into specifics, and did not cast any accusations. Instead, I used neutral language along the lines of “it seems we are at odds with each other” and “now appears to be a good time to end our working relationship.”

2. Set a Specific Date for the Engagement To End

In that same email, I proposed (mid-month) that we continue working together until the last day of the month. My Service Agreement says either party may end the relationship with five days written notice, but I provided more time.

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