One cut-off date
The previous and new office must know exactly which reporting period each one owns.
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Change accountant without stopping the business
Define the closing month, documents, open matters, access and powers of attorney before the handover.
Request a scope review →Use a handover protocol
List files, declarations, missing records and unresolved correspondence.
Checklist
Prepare before the first call
- ✓Notice period
- ✓Tax returns and acknowledgements
- ✓Ledgers and registers
- ✓Access and powers of attorney
Free scope review
Tell us about your business
Send the basics. We will confirm what documents are needed before quoting the scope.