NO LONGER CLIENT
Date
Prepared:____________________
By: ________________PIC Approval
______________________
Mailing List:
Retain Delete
_______
Client Code:
__________________ Client
Name:
__________________________________________________________________
Date Lost:
_____________________________ Length of Time as
Client
_______________________________________ Years
WIP Balance
____________________________________________ As
of
___________________________________________(date)
A/R Balance
_____________________________________________ As
of
__________________________________________(date)
Billings -
Current Year:
____________________________________ Year
End:
Month _______________ Year
______________
Prior Year:
_____________________________________ Tax
Return Client: Yes
___________ No
_______________
Reason for Loss:
LOSS CODE
(
) USE ONLY ONE CODE
(A) Service
Dissatisfaction
(G) Prefer Big 4 Firm
(B) Personality
Conflict
(H) Prefer Smaller Firm
(C) Delinquent/Non-payment
of Fee
(I) Non-Client Acquisition or Client
Divestiture
(D) Other Fee Problem
(J) Change in Management
(E) Financial
Difficulties,
Bankruptcy, etc.
(K) Moved
(F) Our Firm's
Resignation
(L) Other (Please Explain):
Explanation of why client
was
lost:__________________________________________________________________________________
How could we have retained
client?_________________________________________________________________________________
______________________________________________________________________________________________________________
Was it in the best interest
of the Firm to lose the client?
Yes __________
No __________
Why?_________________________________________________________________________________________________________
______________________________________________________________________________________________________________
Name of new accounting firm
and contact at that firm:
__________________________________________________________________
(FOR CLERICAL USE ONLY)
CHECKLIST:
1.
(____) Check for PIC
approval
2.
(____) Delete from time keeping system (or
mark "INACTIVE")
3.
(____) Mark "NLC" and date on master client
code card
4.
(____) Update DBase
files
5.
(____) Delete from ProsystemsFX & Smart
Label Printer
PERSONAL
SECRETARY:
7.
(____) Pull notebooks from shelf in client
file room; bind, mark "NLC" in red and file black
lateral files.
8.
(____) Check bound files in lateral file
drawers. Mark "NLC" in red (leave in file
drawers).
9.
(____) Mark billing folder "NLC" and file
in lateral files with other client
material.
10.
(____) Make a copy of NLC sheet. Put in
your "retain file" six months from date of NLC in
order to:
delete files in
wordprocessing; pull all files from black
lateral drawers; keypunch into dBase; and send to
storage.
11.
(____) Remove CIS from original CIS
notebook.
12.
(____) Attach NLC slip to original CIS and
file both in NLC/CIS
notebook
