Jetpack Workflow Blog A Sample CPA Firm Client Transition Letter (Free Template)

Whether your firm is undergoing personnel changes or you need to restructure your team for better alignment with your business objectives, there may come a time when you need to re-assign a client to a new accountant. While the client may not notice much difference with the change, communicating the details of this transition clearly... The post A Sample CPA Firm Client Transition Letter (Free Template) appeared first on Jetpack Workflow.