Client Records Archives - SkillAbility

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 3, 2026  |  41-minute read TL;DR — The Short Answer An accounting firm client offboarding checklist is the control system for ending, reducing, or transferring a client relationship without leaving unfinished work, missed deadlines, unclear responsibility,