Check timing and outstanding work
List upcoming deadlines, current work and any unresolved queries. Discuss these before agreeing when the new accountant will take over.
Confirm the service scope
Understand which services the new accountant will provide and what remains your responsibility. Confirm fees and any catch-up work required.
Arrange the handover
Your new accountant can explain the information and authorisations needed for a professional handover. Keep contact details for your current accountant available.
Agree how to work together
Confirm how records will be shared, who handles questions and how completed work will be reviewed.
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