Switching accountants — calmly, with nothing lost
Changing accountants looks complicated, but with a clear process it doesn't disrupt your business. We run the handover, check what we receive and take over the deadlines from the very first month.
2026 figures and deadlines
What's included
Document checklist
Trial balances, VAT ledgers and returns, payroll records, financial statements and tax returns for recent years, asset register, contracts.
Handover protocol
What was handed over and what is missing — clearly listed and signed.
Opening review
We reconcile balances with the bank, counterparties and the NRA and spot gaps early.
NRA and NSSI access
Power of attorney or e-signature access to follow liabilities and letters.
Continuous deadlines
Your first month with us is under control — no missed VAT or payroll deadline.
Data migration
Items, counterparties and assets moved from the old software.
How it works
Decision
We check the notice period in your contract with the previous accountant.
Checklist and protocol
You receive an exact list of what must be handed over.
Opening review
Balances, returns and NRA liabilities reviewed.
Takeover
We take over the current month and tell you what we found.
Frequently asked questions
When is the best time to switch?
Any time works, but it is easiest after the monthly filings (after the 14th and 25th) or after the year-end close. Don't wait if returns are already late — every month of delay increases the risk.
Which documents do I need?
Trial balances and the general ledger, VAT ledgers and returns, payroll records and returns, financial statements and tax returns for recent years, the asset register, contracts and a list of receivables and payables. We send you a ready-made checklist.
What if the previous accountant won't hand over the documents?
Accounting records belong to the company. We help with a formal written request and, where needed, rebuild missing information from the bank, the NRA and counterparties.
How long does it take?
Usually 2–4 weeks, depending on volume and how quickly the documents arrive. Deadlines don't stop in the meantime — we take over the current month straight away.
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Let's get your accounts in order
Tell us about your business. We'll reply with concrete next steps and what to prepare.