Change accountant with an organised handover

Changing accountant starts with an organised handover of records, balances and reports. We review the existing position and agree all required work in the proposal before taking over, including any work on earlier periods.

Request a proposal

We review the starting position

We identify the last completed period, submitted returns, balances and missing records. We clarify the work required for the handover and agree it in the proposal before the engagement begins.

The handover checklist

The final list reflects your business and accounting system.

✓Accounting database or available exports
✓Detailed balances and financial statements
✓Filed returns and submission confirmations
✓Employee records and payroll documentation
✓Access rights, mandates and electronic signatures

We agree a transition date

We clarify who closes the previous period and who takes over the new one. Open points are recorded with an owner and the information required to resolve them.

FAQ

Frequently asked questions

Should we collect every record before contacting you?+

You can contact us at the start. We help identify what to request and what can be assessed from the records available.

How are the handover terms agreed?+

We assess the accounting records and agree the work, calendar and package cost in the proposal. Handover tasks and any corrections are clarified at the start, without unexpected invoices for “extra” services.

THE NEXT STEP

Let’s talk about your business.

Tell us how you operate. We will outline a working arrangement and a scope that fits your business.