01 · Discuss fit and timing
Explain why you are switching, upcoming deadlines, existing commitments, and the support you want.
A fresh start.
A thoughtful handover.
Moving from another preparer or bookkeeper? Let’s discuss the records and timing for a smooth transition.
Make your next step clear.
02 · Gather the history
Locate prior returns, financial statements, bookkeeping exports, and any outstanding notices or unresolved questions.
03 · Coordinate the handover
Confirm which records and permissions the team needs. Keep your own copies and coordinate any transfer with your previous provider.
04 · Agree on the starting point
Review the service scope, fees, opening records, and any historical work before beginning.
Bring the right background.
- For tax preparation: prior returns, current-year documents, payment records, and unresolved correspondence.
- For bookkeeping: your accounting software details, latest reports, reconciliations, statements, and a list of incomplete periods.
- Tell us who currently has access to your systems. Arrange appropriate access rather than sending passwords.
- Confirm cancellation terms and outstanding work directly with your previous provider.
Will you need to change software?
Tell us what you currently use. The team will discuss compatibility and access during scoping; a software change should be agreed before you proceed.
Ready to discuss the move?
Tell us what you need. We will discuss the scope, records, and pricing with you.