Disengagement of Services Templates
This comprehensive template package provides everything you need for a professional and transparent offboarding process when discontinuing bookkeeping services for clients.
Includes
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Terms & Conditions
FREE PREVIEW -
Instructions for use
FREE PREVIEW -
Disengagement of Services Notice Email/Letter - Initial Contact
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Disengagement of Services Instructional Email (Email # 2)
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Transfer of Software Primary Admin Email Instructions (Where applicable)
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Complimentary Consultation Offering Email
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Disengagement of Services Tasks/SOP
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Disengagement of Services Final Instructions & Reports
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Includes
- $97.00
- 8 lessons
- Note: Some tasks/wording may need to be vetted for your region.
- Discontinuation of Services Email Templates (5 included)
- Discontinuation of Services Task Lists/SOP