Guide
Switching accountant checklist
What to prepare before changing accountant or bookkeeper, with reassurance for businesses that do not have everything ready yet.
Checklist
- Recent accounts or tax returns
Helpful if available, but not a reason to delay the first conversation.
- Year-to-date records
Exports, spreadsheets or cloud access help reveal what is tidy and what needs work.
- VAT and payroll details
If registered or running payroll, deadlines and recent submissions matter.
- Bank statements
Recent statements help confirm activity and catch missing transactions.
- Authorisations
The handover plan can explain what authority or access may be needed.
This is general website guide content for a fictional prototype, not personal tax or accountancy advice.
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