GREENACRES ACCOUNTANCY
Switching accountants checklist

Agree the incoming and outgoing responsibilities before changing arrangements.

[ ] List urgent dates and outstanding accounts, returns, VAT and payroll work.

[ ] Review your existing engagement, notice terms and outstanding fees.

[ ] Agree the new scope, fee, start date and responsibilities in writing.

[ ] Authorise a professional handover and identify missing records.

[ ] Arrange software access through authorised invitations, never shared passwords.

[ ] Confirm who will complete work in progress and meet each approaching date.

[ ] Check the records received and agree next steps. Review old access only after responsibilities transfer.

General preparation information, not personal tax advice.
https://greenacresaccountancy.co.uk/resources
info@greenacresaccountancy.co.uk
07985 669 155