Are you not happy with your current accountant but still haven’t made the move?
Maybe your anxious about the changeover process or concerned about the exchange causing problems for you.
Not to fear, we have listed the following steps to give you, as a client, insight into the exact process of changing accountants.
Firstly, the biggest step is choosing a new accountant. It is beneficial for you to do your research.
Determine the reasons you are not happy with your current accountant and use them to decide exactly what you are looking for in your ideal accountant.
Use social media, websites or even referrals to assist in your decision. This will give you a better insight into the services offered and client satisfaction provided by the accountant.
Believe it or not, this is the most difficult stage in the changeover process for you.
Once the decision has been made, meet with your new accountant and notify them that you wish to move your accounts and work with them.
No contact is needed between client and previous accountant, your new accountant will handle all of this for you.
The chosen accountant will then follow the below process;
Contact previous account
Correspondence will be made between new accountant and previous accountant to notify them of the change.
Prepare Professional Objection Letter
Your new accountant will prepare a letter for previous. This letter asks the previous accountant if there is any professional objection for the handing over of your accounting work.
Any professional objection would include;
- Unpaid fees
- Incomplete work
Transfer of Documents
Once previous accountant has confirmed they have no objection with the changeover, your new accountant will make arrangements for the transfer of all documents and company files to commence work on your accounts.
Does the process seem easier than you initially thought? Maybe it’s time for you to take the first step!
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