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Navigating Client Transitions: A Guide for CPA Firms

Below is a guide to help navigate the lease accounting transition for your clients with ease

We understand that client transitions are a natural part of the industry. While managing them can be challenging, we'd love to offer support and assistance to help you with this process and make it easier for your firm. 

Option 1: Client Transition Guide

Reach Out to Departing Clients

  • Initiate a conversation with the client.
  • Share the provided information sheet about Crunchafi Lease Accounting with them. This sheet includes details about our services and how we can assist them in managing their lease accounting portfolio moving forward.

Encourage Independent Contact

  • Allow the client to reach out to us directly if they have questions or want to explore our services further.

Template for Connection Email

  • If you prefer a more hands-on approach, use the template below to connect your client with a Crunchafi representative. This ensures a seamless transition and addresses any specific concerns the client may have.

Option 2: Direct Assistance from Crunchafi

Provide Client Contact Details

  • If you prefer a hands-off approach, share the client's contact details with us and we'll reach out to them directly.

Contact Your Customer Success Manager

  • If you're uncertain about the best course of action, don't hesitate to reach out to your dedicated CSM. They are here to provide guidance during this transition.

Remember, we're here to help make the process as seamless as possible. Whether you choose to empower clients with information or prefer direct assistance from Crunchafi, we're committed to ensuring your firm and clients experience a smooth transition.

If you have any questions or need further assistance, please don't hesitate to contact your Customer Success Manager or reach out to us at support@crunchafi.com.

Client Email Template

Dear [Recipient's Name],

I trust this email finds you well. We appreciate the opportunity to have served as your partner in handling your lease accounting portfolio through Crunchafi Lease Accounting.

As you embark on the transition away from our firm, we want to ensure a seamless process for you. We recommend reaching out to our dedicated Crunchafi Customer Success Manager, [CSM Name], who is well-equipped to guide you through the quick and easy steps to transfer your account either to another firm or establish a direct relationship with Crunchafi.

Should you have any inquiries or require further clarification, feel free to direct your questions to the Crunchafi Customer Success Manager.

Thank you for the trust you've placed in us, and we wish you continued success in your endeavors.

Best regards,

[Insert your signature]