Changing your accountant is not complicated
Many managers stay with an unsatisfactory accountant for fear of complications. In reality, changing is a simple, clear process that can be done at any time of year, without interrupting activity or returns.
The steps
- 1. Decision and notice — communicate your intention to the current accountant;
- 2. Handover — we coordinate the collection of documents and files;
- 3. Checking — we analyse the taken-over records and balances;
- 4. Continuation — we take over the returns and records, without a break;
- 5. Confirmation — we present the real situation and start clean.
Why Conta Fiscal
We manage the whole transition for you, including coordination with the previous accountant. We check what we receive so you do not inherit errors, and continue without interruption.
Frequently asked questions
Yes, at any time of year. The start of a month or year simplifies things, but the handover can be done anytime, without interruption.
Generally, the accounting records and files from the current accountant, the balances and filed returns. We coordinate the handover.
If the handover is well managed, no. We check the taken-over records precisely so you do not inherit past errors unknowingly.