Switching your books
Changing accountants mid-year is the part everyone is afraid of.
So here is exactly how it goes, what we need from you, and what happens if your prior records are a mess. No competitor in this category publishes this. It is the most common unspoken objection.
The handover, week by week
| Stage | What happens | What we need from you |
|---|---|---|
| Week 0 | Scoping call: entities, systems, volumes, current provider's tasks, prior-period condition | An hour, and read access to your books |
| Week 1 | Written transition plan with dates, task-by-task mapping and the cutover period identified | Confirm the plan |
| Week 2 | System access established, chart of accounts reviewed, bank and merchant feeds connected | Authorisations — we never ask you to email credentials |
| Week 3 | Historical cleanup if required, scoped and quoted separately so it is never a surprise | Decide the cleanup depth |
| Week 4 | Parallel period: we close alongside your current provider so nothing drops | Notify your current provider |
| Week 5 | Cutover. First flash report issued | Nothing |
| Day 90 | Review of the first full quarter: what changed, what is still open | One session |
Proposed structure. Duration varies with entity count and the condition of prior records — both are established in week zero, before anything is committed.
The best time to switch
A period boundary is cleanest, and a year end is cleanest of all — but mid-year handovers are routine. Waiting nine months for a tidy date usually costs more than the handover does.
If your prior records are a mess
Common, and not a disqualifier. Cleanup is scoped and priced separately from the ongoing service, so you can decide how far back to go rather than being billed into it.