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Former accounting client still connected to the CPA firm through open work, deadlines, records, authority, access, billing, and scheduled tasks
03 Aug

Accounting Firm Client Offboarding Checklist: Disengage Cleanly Without Leaving Risk Behind

Firm Operations / Risk Management

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,

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