How do I change to a new accountant?

I want to change to a new accountant but how does the whole process work?

23rd January 2020

Changing to a new accountant is really an easy process for you!
 

1. Choose your new accountant

The first step is to contact the accountant you want to use and set up a meeting to discuss your business needs and agree a fee. 
 

2. Make the switch

Once you have made the final decision on the new accountant most of the work is done between the two accountants. The new accountant will write to your previous accountant informing them you have decided to switch and ask them to provide all of your accounting and tax records that they hold.
 
All accountants are expected to provide the paperwork and records within a reasonable amount of time by their professional bodies, and they are familiar with the process.
 

3. Balance the books with your old accountant

Providing you have paid for any work your previous accountant has completed then there should not be a charge for the handover of any information. Some accountants may charge for 30 minutes of their time.
 
If you have paid in advance for any services that have not yet been completed on your behalf then you may be due a refund of fees from your old accountant.
 
Find out more about switching to TaxAssist Accountants here
 
 

Disclaimer: Advice shared in this blog is intended to inform rather than advise. Taxpayer's circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this forum, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

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Contact us today to book your FREE consultation at your local office:

1800 98 76 09

Book a free consultation

Contact us today to book your FREE consultation at your local office:

1800 98 76 09

Book a free consultation