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3 EASY STEPS EBOOK CHANGE YOUR ACCOUNTANT 2 min read

Changing your accountantshould be easy. And it is! STEP 1STEP 3STEP 2Choose your newaccountant.Finalize the change withyour new accountant. Your new accountant thensends a clearance letterto your former accountantand arranges for yourrecords to be transferredto them.

Accountant doesn't return my calls or emails in atimely manner.Accountant doesn't help me minimise my taxTheir accountant can't deliver within agreed timeframes.It's your right to choose the accountant you want.There's no need to stay with someone who's notlooking after you.We've found the main reasons people change theiraccountant are; Choosing your newaccountantChoose theaccountant youwant

Your new accountant then sends a clearance letter toyour former accountant and arranges for yourrecords to be transferred to them. If your documents are held electronically, thisprocess should happen relatively quickly. Paperrecords may take longer. Your new accountant thensends a clearance letter toyour former accountantRecordstransferred tonew accountant

Your new accountant will then update your detailsinto their system. Then it's time to get started. It's important to talk to your new accountant and setout the way you want them to work for you. Forexample, how you want them to communicate withyou, how often and on which topics.It's also important for you to know when your taxwork will be done so you can plan for this withminimal disruption to you. Finalize the change withyour new accountant. Finalisechanges andget started

Congdon Fuzi have been providing tax,accounting and business advice to individualsand businesses within a broad range ofindustries for over 25 years. Paul CongdonCONGDON FUZIIf you have any questions please ask me