Switching accountants is a straightforward process, and at 1 Accountant, we aim to make the transition as seamless as possible. Here's how to switch accountants:
Notify Your Current Accountant – Let your current accountant know in writing that you’re switching, ensuring that all outstanding work is completed and any documents are returned.
Engage with 1 Accountant – Contact us, and we'll handle the formalities of informing your current accountant, obtaining your financial records, and transferring any necessary information.
Transfer of Records – Your previous accountant will provide us with the relevant accounting and tax information, including your company’s financial history, tax returns, and other important documents.
Set Up and Review – We’ll review your accounts, ensure everything is in order, and take over your bookkeeping, tax planning, or any other services you require moving forward.
The process is hassle-free, and we'll handle all the technicalities so you can focus on your business without interruption.