I have a bookkeeping client that I decided to resign from in July 2023. I officially resigned this month.
Their bookkeeping is usually completed after year end (their preference).
2022 books are completed, closed, and they have paid.
2023 is the year in question
The bookkeeping is recorded in Quickbooks where I set up “rules” that allow many transactions to be entered into the books as they are imported from the bank statement.
To clarify, bank rules automatically categorize transactions from the bank once the rules are set up (sort of like coding).
When I realized I wanted to resign in July - I deleted all the rules. However, six months’ worth of transactions are in the QB file now (not all the transactions but the ones I set up rules for - the majority).
I have sent them an official resignation email.
Client has removed my access to the file (login ability).
I have given them two options:
- Allow me to finish the first six months of bookkeeping for 2023
- Allow me to delete all my transactions
They have been completely non-responsive. The bookkeeping is incomplete at this point and I feel as though they have just walked away with thousands of transactions entered free of charge.
I considered billing them for the six months worth of bookkeeping but that is tricky because the work is not complete. Normally, I would bill a fixed amount monthly which included all transactions being entered as well as the reconciliation.
They have been a good client up until this point and I’m thinking of just walking away from the situation peacefully and not billing anything (they likely won’t pay anyways). The amount is around $6k but I’m not interested in bickering over what I consider a nominal amount when considering the aggregate of the billings with this client.
I would like to perhaps put a final email together, send it (so I have something in writing), and walk away peacefully.
Any thoughts? Has anyone been in a similar situation?