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                                                                  

o  Prepare new engagement letter?      o  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:

  o  Final return filed    o  Preparing own return    o  Fees too high    o  Moved    o  No show    o  Bad debt

  o  Other                                                                                                                                                                   

  o  New accountant (if known)                                                                                      Annual fees                        

Keep sending:

  o  Keeping Pace     o  The Contractor     o  Nonprofit Agendas     o  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