What actually needs to move when you change accountant?

Answer a few simple questions and build a practical handover checklist. This is designed to reduce uncertainty, not to replace professional clearance or engagement procedures.

Your tailored checklist

Things to gather or confirm

The exact handover depends on your circumstances, the work previously completed and professional clearance/authority requirements. Do not send sensitive documents through an unsecured marketing form.

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What actually needs to move when you change accountant?

What type of business are you?

Which of these apply?

What stage are you at?

Things to gather or confirm