Client # Name

Change Client Information

Client name
Address

City County State Zip

Business ph Fax #
Home ph
Billing staff E-Mail address
Contact Title
Year end Other (specify)
Add/change services (specify)
+/- Fees
Prepare new engagement letter? Prepare files?

Please initial when complete:

Change Time & Billing Change marketing database Change tax
docket sheet
Change due date list Change client data sheet Change
report control sheet
Change Lacerte (do not change status) ______ Change file labels Copy
to client file

Delete Client
Reason for loss:
Final return filed Preparing own return Fees too high Moved No show
Bad debt
Other
New accountant (if known) Annual fees
Keep sending:
Keeping Pace The Contractor Nonprofit Agendas Payroll mailings
Date termination letter sent If none, why?

For Admin use only - initial when complete:

Delete from:
Time & Billing Due date list Marketing database Lacerte
FS and ENG directories
Files to storage after (Destroy date )
(date)
 Destroy bound F/S copies
File this sheet in billing file with client data sheet and termination letter

Signed Date
Rev 3/02