Start with a conversation
Tell us why you are considering a change, what services you currently receive and any deadlines or unfinished work. We can discuss the scope you need and the information required before accepting an engagement.
Agree responsibilities
Once an appointment and the necessary authority are in place, we can request relevant information from your existing accountant and agree the handover. Identify who is completing each outstanding return, payroll cycle or set of accounts so nothing is assumed.
Set up the new routine
Agree contacts, software access, document sharing and information deadlines. A clear onboarding checklist helps separate completed tasks from items awaiting a response. The checklist below is a discussion aid; it does not certify that your handover is complete.