Set the changeover date
Agree when the new partner takes over and who completes any open periods.
Handover
How to change accountants safely.
A good handover protects continuity, deadlines and data quality. A complete inventory and clear ownership are essential.
Handover inventory
Include databases, closings, returns, balances, fixed assets, payroll, access and ongoing correspondence.
Acceptance check
Verify opening balances, open items and upcoming deadlines after the handover.
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