For Firms
      Back to home
      1. Knowledge Base
      2. For Firms

      Navigating Client Transitions: A Guide for CPA Firms

      We understand that client transitions are a natural part of the industry, especially this time of year. 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. Below is a guide to help navigate the lease accounting transition with ease.

      Option 1: Client Transition Guide

      Reach Out to Departing Clients:

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

      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 provided to connect your client with a LeaseCrunch representative. This ensures a seamless transition and addresses any specific concerns the client may have.

      Option 2: Direct Assistance from LeaseCrunch

      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 Account Manager:

      • If you're uncertain about the best course of action, don't hesitate to reach out to your dedicated Account Manager. They are here to support you and 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 LeaseCrunch, 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 Account Manager or reach out to us directly!

      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 LeaseCrunch.

      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 LeaseCrunch Account Manager, [AM 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 LeaseCrunch.

      Should you have any inquiries or require further clarification, feel free to direct your questions to the LeaseCrunch Account 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]