Changing accountants

It is worth organizing the change of accountant as an accounting transfer process

When changing an accountant, the most important thing is not the date of contract change itself, but the fact that all the information necessary for continued work is transferred to the new accountant. If some documents, balances or accesses are not transferred, problems often become apparent after several months.

Therefore, we organize the accounting takeover according to a clear transfer list and the company's immediate obligations.

What should be taken over from the previous accountant?

• Accounting documents and their archive.
• Accounting program data or their export.
• Balances of bank and other accounting accounts.
• Buyer and supplier debt information.
• Employee and wage data.
• Information on fixed assets and inventories, when relevant.
• Details of submitted declarations and reports.
• System and access required.

When is the most convenient time to change accountants?

The accountant can be changed at any time of the year. It is more important to choose a clear transfer date and determine which period the previous accountant is responsible for, and from which period the new service provider takes over the accounting.

At the time of transfer, we also check the nearest dates for declarations, salaries and other accounting work.

What do we check before starting accounting?

When taking over a company, we assess whether we have all the information necessary to continue accounting. We check the main balances, the last accounting periods, the state of declarations and other important data.

If there are signs that there may be significant discrepancies in the previous accounting, it may be appropriate to carry out a separate accounting review.

What if the previous accountant does not transfer all data?

First, we make a specific list of missing information. This allows you to distinguish what has already been transferred, what still needs to be requested and which information is critical for the next accounting work.

If missing data reveals that previous periods were not properly organized at all, recovery of neglected accounting may be necessary.

How does accounting takeover work?

1. We are coordinating the accounting transfer date.
2. We are preparing a list of required documents and data.
3. We are taking over accounting information and access.
4. We check the principal balances and immediate liabilities.
5. We are coordinating a new document transfer and communication procedure.

After the takeover, accounting continues according to the agreed monthly accounting process.

A practical transfer checklist can be found in the article How to Change Your Accountant Smoothly?.

Related information about changing accountants

A practical list for the transfer of documents, accesses, and balances can be found in the article How to Change Your Accountant Smoothly?.

If it is necessary to assess the condition of the accounting before taking it over, a check of accounting is relevant.